Milestones

A milestone is a saved snapshot of your roadmap at a moment in time. Later, you can compare the roadmap against it and see exactly what moved. Milestones are a Pro feature.

What it does

When you save a milestone, Roadmap Flow stores a complete copy of the active roadmap — its items, workstreams, teams, and dependencies — under a name you choose. The snapshot does not change when the roadmap does.

From a saved milestone you can Compare to now. The comparison groups every difference — new blockers, new decisions, delayed and accelerated items, added and removed items, priority and status changes — and you can export it as a change report in Markdown, PDF, or PowerPoint.

When to use it

  • Right before a stakeholder review, so the next review can show what changed against what you committed to.
  • At the start of a quarter or a planning cycle.
  • Before a major replan.

When not to use it

  • For everyday "what changed this week" reporting. The automatic change log in Progress already does that, with no snapshot required.
  • As a backup. A milestone snapshots one roadmap inside the workspace; for a real safety copy use a workspace backup.

3-minute flow

  1. Open the Progress tab and find the Milestones section.
  2. Click Save milestone and give it a name tied to the moment, like "Q2 review".
  3. Keep working on the roadmap as normal.
  4. When you need to, open the milestone and click Compare to now.
  5. Read the grouped changes, and export a change report if you need one.

Best use cases

  • "Here is what changed since we last met" at a recurring review.
  • Quarter-over-quarter roadmap comparison.
  • A documented record of a commitment before a replan.

Common mistakes

  • Saving a milestone with a vague name. Name it after the moment it captures.
  • Saving too often. A milestone is a checkpoint, not a daily habit — the change log covers the day-to-day.

Related guide pages

Availability

Pro. Free users see Milestones as a locked Pro feature.

Pro Updated in 0.1.1

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