Chapter 6 · 7 articles

Planning: milestones, sprints, reports

Plan with milestones and sprints, spot risks early, run sprint meetings, and read time reports or export them to CSV.

• Create a milestoneTurn a task into a milestone and link the tasks that lead up to it.
• Track milestones and spot riskFollow every milestone's progress on the Milestones page and act on at-risk and late warnings.
• Plan a sprintPut tasks into a sprint from the task itself, and mark the board column that holds the sprint's work.
• Follow and close a sprintSee the sprint work for you, your teams or one project or team on the Sprints page, then close the sprint and carry unfinished tasks over.
• Run a sprint meetingTake standup, retrospective or catchup notes, record and transcribe the meeting, and email the notes to the team.
• Run a time reportPick one of the six time reports, set its filters and read the results.
• Export a report to CSVDownload the report you are looking at as a CSV file for a spreadsheet or an invoice.