Milestones- activating, creating and editing

The Milestone feature is extremely useful for helping users stay ‘On Track’ with their Rocks throughout the quarter by setting due dates for various tasks (Milestones), that the owner needs to complete in order to achieve their ultimate 90 day goal. Milestones essentially break down your Rocks into smaller pieces with actionable due dates. To activate the Milestone feature for your Rocks, follow the steps below:

Activate Milestone Feature:

  1. Click L10 in the menu bar
  2. Click Manage, to the right of your L10
  3. Click Advanced Settings, bottom left
  4. Click Rocks
  5. Click the drop-down arrow next to 'Rocks Format'
  6. Select 'Milestones'
  7. Click Save (at the bottom)
  8. You can now add Milestones during your L10 meeting, and right from your Workspace by clicking on your Rock. 

Note: You can add Milestones to any of the Rocks in the meeting you activated the feature for. The Milestone feature has to be activated for each L10 individually. 

Create Milestones: 

From the Workspace:

  • Click on the Rock you’d like to add a Milestone to 
  • A window will open showing the Rock title along with a notepad and the option to ‘Add Milestone’ at the bottom right of the Window
  • Click ‘Add Milestone’
    • Enter the title of the Milestone
    • Enter a ‘Due Date’
    • Press ‘OK’
    • Continue to Add as many Milestones as necessary to your Rock using the  instructions above
    • When a Milestone has been completed, simply check the box next to in your Milestone tile or when you click on the Rock in your Workspace
      • Find your Milestone tile in the 'Add Tile' drop-down, in the 'Personal' section. 

From Your L10 Meeting:

  • In the ‘Rocks’ section of the meeting, click on the Rock you want to add Milestones to
  • Follow the same directions as above after clicking the ‘Add Milestone’ button in the bottom right of the screen
  • Check off Milestones in the bottom right of the screen as they’re completed
  • You can also update the due date, and delete a milestone by using the trash can icon to the right of your milestone. 

Note: Adding Milestones is unavailable in the 'Preview' meeting option.

Edit a Milestone: 

From Workspace:

Edit Milestone Title:

  1. Click "Workspace" in the menu bar
  2. Click on your Milestone from the Milestone tile
  3. Edit title
  4. Click "OK"

Delete a Milestone: 

  1. Click "Workspace" in the menu bar
  2. Click on your Rock
  3. Click the trashcan icon to the right of a Milestone to delete

Note: You can update the due date of your Milestones in either the Milestone tile (click the drop-down arrow by your current due date) or by clicking on your Rock (click the current due date to pull up the calendar and select a new due date). 

From L10: 

  1. During your L10 meeting, click on your Rock  
  2. Click the trashcan icon to the right of the Milestone to delete (bottom right)
  3. Click on the Milestone title
  4. From the pop up window, edit the Milestone title, update the due date and mark as complete 

MKM 10/31