All Features / Plan & ExecutePLAN & EXECUTE / MILESTONES & GATES

Milestones
& Gates

Structure work can be held to.

Gates stage a project. Milestones group the work that has to land together. Sections organise what sits beneath them. When a milestone is ready to close, you see exactly what that will change before it changes.

Stages with a real order Preview before completion Owner confirmation
See the structure
MILESTONES / GATES / SECTIONS / TASKS

Structure the work can be held to.

Step through how a project is staged and how a milestone closes.

WAREHOUSE SYSTEMS UPGRADEEXAMPLE STRUCTURE
The project tracks the gate it has reachedSimplified illustration · Sample data

Stage the project, not just the task list.

Gates give a project its stages. Each has a code, a name, a position in the order, and the number of tasks sitting in it. Reorder them as the plan changes, and make one inactive when it no longer applies.

STRUCTURE THAT HOLDS UP UNDER PRESSURE

Key Capabilities

What the milestone and gate model does for a project in flight.

Gates stage the project

Each gate carries a code, a name, an optional description, its position in the order, and the number of tasks sitting in it. The project tracks which gate it has reached.

Reorder gates as the plan changes

Plans move. Drag a gate into a new position rather than rebuilding the structure around it.

Retire a gate without deleting history

Make a gate inactive when it no longer applies. The work that passed through it keeps its record.

Milestones, Gates, Sections, Tasks

Sections organise the work beneath a milestone, so a long task list reads as structure instead of a flat backlog.

Assigned and inherited tasks both count

A task reaches a milestone either by an explicit assignment or by sitting beneath it in position. Completion accounts for both.

A preview before the cascade

Completing a milestone completes the tasks under it. HelixSync shows which tasks that will affect, which are blocked and why, and how many are already finished — before anything changes.

Only the project owner can confirm

The preview tells anyone else that they cannot complete it and why, rather than failing after the fact.

Blocked tasks name their reason

On hold, stalled, awaiting approval, a dependency not met, assigned to a different milestone, or holding a blocked subtask. The reason is on the task, not in a generic error.

A cascade is a decision, so it is shown as one.

Completing a milestone can complete a great deal of work at once. That is why it is previewed rather than performed: the tasks it would finish, the tasks it cannot touch with the reason for each, and the count already complete. The project owner confirms, or does not.

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