Help Center / Projects & Tasks

Manage milestones and deliverables

Break work into useful checkpoints your clients can understand.

Why milestones matter

Milestones make progress visible and help clients understand movement before the full project is complete.

How to split work

• Discovery or planning
• First working draft or concept
• Revision and alignment
• Final delivery and handoff

Connect milestones to payments

When payment steps align with real delivery checkpoints, both you and the client have a clearer, calmer process.

Handle review cycles cleanly

Document what is delivered, what feedback is expected, and what counts as approval. That keeps revision cycles from becoming ambiguous.