How to create your first project board in Milestone

TL;DR

Click "+ New Board" in the sidebar → choose "Create with AI", "Template", or "Blank Board" → describe your project (for AI) or customize columns. You'll have a board in under a minute.

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How to Create Your First Board

Creating your first board in Milestone takes under a minute. You can use AI to generate everything from a short description, pick a template, or start with a blank board. Here’s how each option works.

Prerequisites: You need access to a workspace. If you don’t see "+ New Board", you may need your workspace admin to grant you project creation permissions.

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Create with AI (Recommended)

The fastest path: AI sets up columns, tasks, and workflows from one sentence.

1. Click "+ New Board" in the left sidebar.
2. Select "Create with AI".
3. Describe your project (e.g., "Mobile app with design, development, and QA phases").
4. Click Create AI generates the board in seconds.
5. Edit anything you want before you start using it.

Pro tip: More detail = better structure. "E-commerce redesign: homepage, product pages, checkout, design mockups, frontend dev, QA" tends to work better than "website project."

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Create from Template

Use a ready-made structure and tweak it.

1. Click "+ New Board".
2. Browse templates: Kanban, Scrum, Product Launch, etc.
3. Select one → customize columns and add tasks.

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Create from Scratch

Full control over structure:

1. Click "+ New Board" → "Blank Board".
2. Name your board.
3. Click "+" next to columns to add stages (e.g., To Do, In Progress, Done).
4. Add tasks by clicking "+ Add task" in any column.

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What if something goes wrong?

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Tips for success

• Start with 3–4 columns; add more as you need them.
• Use labels to color-code tasks by priority or type.
• Add descriptions and due dates on tasks so the team stays aligned.

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What’s next?

After your board exists: invite team members, set up automations, or connect GitHub for commit linking.