Understand the critical points in your projects with Visor’s free project milestone template.
AI Smart Templates are better than generic project milestone templates. Smart Templates use AI to create views of your project milestones that are tailored to your specific needs and objectives. You get the visualizations you need, faster, with far less effort.
To get started, just click the button below, follow the steps to create your free Visor account, and when prompted select “Use Smart Template.”
A smart project milestone template is a view of your project’s milestones configured by Visor’s AI based on your specific requirements and objectives.
Visor’s AI only needs a small amount of information to configure your project milestone views. It gets to work immediately in the background, and configures your visualizations in a few minutes or less.
“I was looking for a way to link Gantt charts to our Jira projects, but this allows me to do so much more.”
Nick B., Atlassian Reviewer
“5/5 – Visor is packed with features that are easy to use. It gives team members a clear view of the project timeline and their role in the project.”
Nick B., Small Business Project Manager – G2 Review
“I’ve tried just about every roadmapping platform you can think of and Visor is the first one that allows me to roadmap at both the epic and story/issue level.”
Kemper R., Atlassian Reviewer
“Visor’s integrated Gantt chart feature empowers visual project planning, enabling us to track timelines, dependencies, and resource allocation. Five out of five stars!”
Camilla B., Product Manager – G2 Review
“The integration with Jira allows for you to keep a central truth center, but still handle the many use cases teams have for roadmapping and backlog planning.”
Gabby C., Atlassian Reviewer
“Visor for JIRA enhances collaboration and project planning with its intuitive interface and integrated Gantt chart feature.”
Shruti P., Atlassian reviewer
Project MilestoneTemplates – Key Benefits:
Minimal Effort – Maximum Efficiency
Generate fully configured visualizations of your projects, portfolios of projects, and all their milestones easily in just a few minutes. Save time and effort which you can reallocate to higher-value activities.
Visor’s AI learns from thousands of user-created project milestone charts to generate the right templates for you. The AI also infuses your templates with best practices, helping you avoid the mistakes and frustration of trial and error.
Visor’s AI does the heavy lifting, but you still have full control. After the AI has taken care of the time-consuming project milestone visualization setup, you can change and customize any detail you like. The AI saves you time, but you’re still in charge. You can even use the AI to create new versions of your projects milestone views and charts as and when you require.
Easily Share Real-Time Project Milestone Views and Charts
Keep your stakeholders updated at every step with project milestone views and charts that update in real-time. Share your project milestone visualizations easily using email invites or reusable sharing links.
Use Visor’s Project Milestone Templates With Data From Your Apps
Connect Visor to popular SaaS apps or input your project data directly into Visor to create your project views and charts.
Import nested Jira data (e.g., Epics, Stories/Tasks) in minutes. Visor maintains your data’s structure, allowing you to visualize project plans and push out edits.
Visor pays attention to the details, treating your data exactly as Salesforce does. Import and edit your data, including dropdown field selections and contact names.
Connect, visualize, and update Asana projects including sub-tasks and custom fields. Easily make bulk edits and connect with project data from other apps.
Can I use Visor’s project project milestone Smart Templates for free?
Yes, upon registering you will have a 14-day free trial of Visor’s Team plan, giving you access to all of Visor’s premium features. After this trial period you can choose to select a Team or Starter plan, or continue on the Visor Free plan.
Where can I read more about project milestones and how to use them?
To find out more about project milestones, how to use them, and examples of how people use project milestones in different ways, you can read our article on project milestone examples. You can also read our article on Gantt chart milestones to learn more about best practice use of milestones in Gantt charts.
Can I color code milestones in Visor?
Yes, milestones in Visor views can be color-coded using any criteria and custom color scheme. Here’s just some of the criteria people use to color-code their milestones in Visor:
Different colors for assignees
Status (for example red for late, blue for not-started, green for complete)
Priority (for example, red to light-yellow for highest to lowest priority)
How you choose to color-code your milestones and other aspects of your project visualizations is your choice. Visor is easy, quick, and fully-customizable. To learn more about how to use color-coding in Gantt charts, and how you can apply color theory in project management.
Can I set tasks as milestones in Visor?
Yes, you can set any task, event, or other record in your project in Visor as a milestone. Simply select the “Display As” field on the task or other record type and select “milestone”, it’s that simple.
Can I set tasks from other apps (like Jira) as milestones in Visor visualizations?
Yes, you can set and display tasks, parent tasks, subtasks, and other record types that are imported into Visor from apps like Jira, Asana, and Salesforce, as milestones in Visor. This is especially useful for Jira users because you cannot create milestones natively in Jira.
Can I create views in Visor that show milestones across multiple projects?
Yes, Visor is a great tool to visualize multiple projects and their milestones in a single view, such as a roadmap, timeline, or Gantt chart.
You can choose to just display milestones, or also show major tasks (such as epics), or even subtasks too. You can create multiple views that show different levels of information to fit the needs of different stakeholders and teams. For example, your CEO might only need to see your milestones, whereas a team member may need to see all the tasks they are responsible for.
What types of visualizations and charts can be used to visualize, manage, and update my project data in Visor?
When you use Visor’s AI Smart Templates the AI will fully configure a customized set of views based on your requirements and information you provide.
The type of views the AI will configure for you can include:
Gantt charts
Roadmaps
Timelines
Table/Spreadsheet Views
Kanban board views
You can also manually configure custom dashboards of your project and/or portfolio data using Visor’s dashboard view.
Can I create multiple collections of views for different stakeholders using the project milestone Smart Templates?
Yes, you can use Visor’s Smart Template functionality to quickly generate different groups of views of your projects and portfolios that are best suited to different stakeholders or groups.
Simply click the New Workbook button in your Visor workspace. Then on the “What’s this workbook for?” screen, open the “Add details” box to give the AI more precise instructions on the kind of visualizations you need it to create, such as who your audience is and what level of detail, or types of information you want them to see.
How can I share or export the visualizations I create using the project milestone template?
You can share the visualizations you create in Visor in a number of ways. Firstly to give your stakeholders, teams, or clients views of your project that stay up to date with real-time data you can:
Create multi use sharing links
Invite people by adding their email to the workspace
In both cases you can control what permission levels users have, and which workspaces they have access to, enabling you to share in full confidence without compromising the experience for your colleagues, clients or other stakeholders.
You can also export your visualizations as CSV or PDF files.
Our recommendation is to use the real-time sharing option, as it keeps all your stakeholders up-to-date at all times, without placing a burden on you or your team to keep creating updated versions of your visualizations.
Can I import multiple projects from Jira, Asana, and other apps into Visor’s project milestone templates?
Yes, Visor has bi-directional integrations with Jira, Asana, Salesforce, and other apps. You can connect these apps to Visor to import your data – including multiple projects – into your project milestone templates. The views and charts you create stay perfectly in sync with the data in your apps:
Visor preserves your projects’ structure, hierarchy, and data quality
Projects can easily be grouped into portfolios, or filtered in and out of your templates
Your project portfolio visualizations stay in sync with any changes made in your apps
You can “push” updates back into your apps from Visor
You can also combine multiple projects from different apps into single portfolio views
This means you can overcome the limitations of your team’s project management apps, without having to change systems, manually keep data updated, or undergoing an extortionate license upgrade for your whole team.
What is a project milestone?
A project milestone is a significant point, task, or event in a project that either marks a substantial progression towards the overall completion of the project. A project milestone can also be used to highlight an event, or task, that must be completed in order for the project to move forward to the next stage.
Does Visor also have templates for projects and related information?
Yes, using Visor you can access a wide range of Smart Templates in addition to the our project milestone templates, which you can use to create a wide range of visualizations of your project data.
Examples of other templates you can find in Visor include:
Project and task trackers
Capacity and resource allocation
Project timelines
Project Gantt charts
Project Kanban board views
Project portfolio views
Visor’s Smart Templates use AI that has learned from thousands of human-created views and charts, giving it the ability to create the precise template you need, whenever you need it. It is a treasure-trove for any project manager or program manager that needs better visualizations of their projects and portfolios more quickly.
Visor is always on hand to help whenever you need a new way to view, present, analyze or share your project or project portfolio data.
How do I access AI-powered Smart Templates in Visor?
When you first log in to Visor, after entering your email address and how you want to use Visor, you will see a screen that asks, “What is this workbook for?” On this screen, there is a “Use Smart Template” button.
If you already have a Visor account, simply click New Workbook from within an existing workbook or Create a new workbook from the workbook list screen. Then when you’re asked “What is this workbook for?” click the “Use Smart Template” button.
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