How do I display my milestones and its associated tasks to my clients?

How do I display my milestones and its associated tasks to my clients?

In Milestone Flag, choose the External option, if you wish to collaborate and display the milestone with client users. However, if you want to display only to your portal users choose the Internal option. Learn more.



    • Related Articles

    • Create Clients

      In Zoho Workerly, you can create clients by: Entering data in the clients' details form: You can manually fill in the Client details gathered from various external sources. Importing Clients from external source:  You can gather data from various ...
    • Creating Clients

      Methods In Zoho Recruit, you can create clients by: Entering data in the client's details form: You can manually fill in the Client details gathered from various external sources. Importing Candidates from external source: You can gather data through ...
    • My milestones

      The My Milestones view provides a consolidated list of all your milestones in various statuses and allows you to access the associated task lists, tasks, and bugs. The milestones are classified into Active Milestones, Archive Milestones and Completed ...
    • All milestones

      In this page, we shall learn how to create, edit, and manage milestones. We shall also learn about their four different types and how to use them effectively. Click to learn more about access privileges for Milestones. Click Projects and in ...
    • I am trying to export all the milestones associated with my account. Is this possible?

      According to our current design, you cannot export the milestones. If needed, you can export your tasks across projects using the Export option in the My Tasks section.