Get started with Milestone in under 5 minutes

Create a board, add tasks, search, and invite your team in 5 quick steps.

4 min readUpdated November 2025

TL;DR

Create a board with AI → add tasks → search with Cmd+K → invite your team → connect GitHub or Slack. You’ll be productive in under 5 minutes.


5-minute setup

This guide gets you from zero to a working workspace. No prior Milestone experience needed.

Prerequisites: An account and access to a workspace. If you don’t have one yet, sign up and you’ll get a workspace automatically.

1
Board
2
Task
3
⌘K
4
Team
5
Integrate

1. Create your first board

Click "+ New Board" in the sidebar → "Create with AI" → type something like "Simple project with To Do, In Progress, and Done"Create. You’ll get a ready-to-use board.


2. Add a task

Click "+ Add task" in any column, type the task title, press Enter. That’s ityour first task is created.


3. Try Find Mode (search)

Press Cmd+K (Mac) or Ctrl+K (Windows). Type to search tasks, people, or docs. Press Enter to open a result. See Find Mode for more.

Find Mode search (Cmd+K) with filters and results


4. Invite your team

SettingsMembersInvite Members → enter emails → Send. Full guide.

Workspace Settings - Invitations & Team management


5. Connect an integration (optional)

SettingsIntegrationsConnect next to GitHub or Slack → follow the prompts. GitHub and Slack guides have details.

Workspace Integrations - Slack, GitHub, Google Drive, and more


What’s next?

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