Milestones in Detail

In the Milestones module, you will be able to create milestones and link tasks, bugs, and test sessions to them. 

PERMISSIONS: Project users will be able to view the Milestones module. However, what the user will be able to view in the milestone tabs for Tasks, Bugs, and Test Sessions will depend on the settings of their project permissions. The user may be able to see all entities in each tab or a subset of each. The content a user can view and edit may vary between project members. Project owners manage the permissions for project members. 

Overview

ID - This is assigned by Xebrio in order of Milestone creation. Milestones are listed in order of creation. This is not editable. 

Name - This can be edited at anytime by the Milestone Owner or a Project Owner.

Status - The status can be three types and is driven by the following: 

• Upcoming - Start date is later than present date
• In Progress - Start date has passed the present date
• Complete - Due date has passed the present date

Menu Icon - Clicking this icon will allow you to delete the milestone, as long as there are no links to bugs, tasks, nor test sessions. If there are links, this icon will NOT be present and there is no option to delete. 

Owner - The milestone owner is, by default, set to the member who created the milestone. A new owner can be assigned by either the current milestone owner or a project owner at any time. 

Description - Project members can collaborate in this space simultaneously. 

Creating a New Milestone

Click the +New Milestone button and a pop-up will appear.  In the pop-up, enter in a name for the milestone, a start date and end date. The start date cannot be earlier than the project start date. The tool also will not allow a start date to be later than the end date, nor the end date to be earlier than the start date. Click Create when ready, and the milestone details window will appear. 

Linking a Task

In the tasks tab in Milestones, click  Link Tasks. A pop up will appear to show a list of available tasks on the right side. Click on the task to add them to the right side, and click Add. 

Alternatively, if the milestone does not have any linked tasks, you will see an initial info screen with a + New button. Clicking this will allow you to either link an existing task or create a new one.

Creating a Task in the Milestone Tab

In the milestone tab, you can click +New Task under the Task secondary tab menu, enter in a title for the task, and then click Save. This task will be linked to the milestone you are currently in by default. 

Linking a Bug

In the Bugs tab in Milestones, click Link Bugs. A pop up will appear to show a list of available bugs on the right side. Click on the bug to add them to the right side, and click Add.

Alternatively, if the milestone does not have any linked bugs, you will see an initial info screen with a + New button. Clicking this will allow you to either link an existing bug or create a new one.

Creating a Bug in the Milestone Tab

In the Bugs tab in Milestones, you can click +New Bug. Enter in a title for the bug, and then click Save. This bug will be linked to the milestone you are currently in by default. 

Linking a Test Session

In the Test Sessions tab for the milestone, click the Add Test Session button. A pop up will appear to show a list of available test sessions on the right side. Click on the test session to add them to the right side, and click Add. Note that the build needs to be released for testing in the Test Coverage tab for the Test Session to be available to link. 

Alternately, If there are no test sessions currently linked to the milestone, you may alternatively see an introduction window with an Include Build Test Session button. 

Moving to another Milestone

There may be instances where you will need to move a Task, Bug, or Test Session to another milestone. For any of the three, there will be a check box to the left of the Task/Bug/Test Session code and select the option to move it. Choose the desired milestone and click the Go button, then click Yes in the confirmation window to finalize the move. 

Removing from a Milestone

In the instance you would like to remove a Bug, Task, or Test Session from a Milestone, this can be done in multiple places.

In Milestones, navigate to the desired tab and click on the right of the desired item row. Select Remove and click Yes on the following confirmation window. Alternatively in the list in Milestones, check the box to the left of the item code and select the remove option.

Alternatively in the Bugs or Tasks tabs, select the bug or task to view the details. Hover over the milestone code and click when it appears. Click Yes on the following confirmation window.