HaloITSM Guides

The first step to setting up Milestones in Halo is to 'Enable Milestones' on the Project Ticket Type. You can do this by navigating to Configuration> Tickets> Ticket Types> Select the 'Project' Ticket Type and Check the box to 'Enable Milestones': 

Fig 1. Enable Milestones on a Ticket Type

A Milestones tab will then appear on tickets that of the Ticket Type of 'Project'. You can then add Milestones to this table:

When adding a Milestone you will be asked to provide a description, sequence, start date, and end date for this milestone. 

Fig 3. Options when adding Milestones(Description, Sequence, Start/ End Dates)

You will also be able to link which tickets are associated with this milestone. The field for dependencies is used to make one milestone dependent on the completion of another milestone:Fig 4. Options when adding Milestones(Tickets and Dependencies)

For example, if Milestone 2 is dependent on Milestone 1. The tickets associated with Milestone 2 will not be displayed until the closure of all tickets that are associated with Milestone 1. To best utilize Milestones in Halo you would want to use the table view for Column Profiles. As this can group tickets by Milestones:
To configure this column profile navigate to Tickets> Views> Configure Filter Profiles> New> Add a Column Profile Name, Use, and Board Visibility:
The next step would be to add the column you would like to see when using this Column Profile. These are the recommended columns to add:Please note, you would likely want to make the Due Date (Target Date) the Primary Sort (Ascending) and Group by the Milestone Field to get the best-looking results.
 

To configure this filter profile you would need to navigate to Conjuration> Tickets> Ticket Types> Select 'Project Task'> Set the Column Profile for Child Tickets to the Column Profile you created in the last step: