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Planning

Planning turns project work into a roadmap. Use Milestone, Epic, and Sprint in Planning or Timeline.

  1. Open Planning.
  2. Select Milestone, Epic, or Sprint.
  3. Enter the name and status; add dates, priority, or milestone links where shown.
  4. Select Create.
  5. Use Edit, Complete, or Start as the item moves forward.

Milestones use Planned, In progress, and Completed. Sprints can be Planned, In progress, or Completed. Epics and Sprints may require a paid plan. Budget is not available in the current production interface.

Related: Tasks, Reports.