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 it with the roadmap now. A tile for each kind of change tells you how much moved since. Underneath, every piece of work that changed is listed in roadmap order, each epic followed by its features, with two columns side by side: At the milestone and Now. So you read an item’s progress across, rather than piecing it together from different lists.
New on the roadmap since the milestone.
On the roadmap at the milestone, taken off since.
Moved to Done or Released.
Became blocked.
Its target period moved later.
Its target period moved earlier.
Its priority changed.
Its owning team changed.
Was flagged as needing a decision.
Click a tile and the list shows only those items; click it again, or Show all, for everything. With a tile picked, Show on canvas rings those items on the roadmap. Click an item's title to open it. Milestones takes you back to the list.
The change report you export — Markdown, PDF or PowerPoint — opens with the same two-column view, so what you show a stakeholder matches what you saw.
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
- Open the Progress tab and find the Milestones section.
- Type a name tied to the moment, like "Q2 review", and click Save.
- Keep working on the roadmap as normal.
- When you need to, click Compare on the milestone.
- Read down the list — each item, at the milestone and now — or click a tile, such as Delayed, to see only those. Under the list, click PowerPoint, PDF or Document for a change report; it always covers every change.
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.