Track milestones and epics

Group related work with milestones, initiatives, and releases to track progress at a high level across projects and teams.

  1. 1 Create a milestone

    Milestones group related tickets with a target date. Create one for each major deliverable or sprint goal.

    // Create a milestone with a target date create_milestone: { "workspace_id": "...", "project_id": "...", "name": "v2.0 Launch", "target_date": "2026-06-01" }

  2. 2 Link tickets to milestones

    Assign tickets to a milestone to track which work contributes to a specific goal. The milestone progress bar updates automatically as tickets are completed.

  3. 3 Create initiatives

    Initiatives span across projects for cross-team goals. Use them for large efforts like "Auth Overhaul" or "Performance Sprint".

    // Create a cross-project initiative create_initiative: { "workspace_id": "...", "name": "Auth Overhaul", "owner_email": "max@example.com" }

  4. 4 Create releases

    Releases track shipped versions. Mark a release as planned, in progress, or shipped to keep your team aligned on what's going out.

    // Create a planned release create_release: { "workspace_id": "...", "project_id": "...", "version": "v2.0", "status": "planned" }

  5. 5 Track progress on the dashboard

    Open the Project Manager dashboard tab to see milestone completion, initiative health, and release status at a glance.

Tips

  • Milestones are project-scoped. Initiatives span the entire workspace.
  • Target dates are optional but recommended — they drive the progress indicators.
  • Completed milestones are archived automatically but remain in the audit trail.

Next steps