Adding and editing schedule milestones

The LivePlan Schedule section helps you turn your plans into focused action by allowing you to break out concrete milestones, with due dates, along the road to opening your company. To see the Schedule section in action, see our Getting Started Videos page.

This feature is available to LivePlan Premium users. To learn more about LivePlan Premium, please click here


Adding a milestone

You can add new milestones from three places within LivePlan — in the Pitch, on the Schedule section, or in the Execution section of the Plan section. From any of these locations, the process for adding milestones is essentially the same. Any milestones you add will show up in the Milestones Table in your downloaded plan document:


They will also be displayed in the Schedule section:

milestone full.png

The next five upcoming Milestones will be displayed on your pitch as well:



To add a milestone:

  1. On the Schedule section, click Add a Milestone:

    add milestone.png

  2. In the overlay that appears, enter a name for the milestone:

    edit milestone.png

  3. Enter a due date for the milestone by either typing it in or using the date picker:

    milestone due date.png

  4. Optionally, indicate who is responsible for completing the milestone:

    milestone responsible.png

  5. Add any further details, as desired (also optional). If you'd like an email reminder before this milestone is due, click the check box. Then click OK to save the milestone.
    Note: Email reminders for upcoming milestones are only sent to the account owner.

    Milestone notes.png

Note: Any optional details you add in this overlay are not displayed in the milestone schedule, but they will be included in the milestones table in your plan document.

Editing a milestone

If a milestone date changes, or you need to revise the other details of the milestone (i.e., who is responsible), you can easily go back in and edit the information.

To edit a milestone:

  1. Click the Schedule section. A table of milestones you've entered will display in this section. Click the Edit link next to the milestone you'd like to update:

    edit a milestone.png
  2. Update any fields you like, and click OK to save the changes:

    Update milestone.png


Deleting a milestone

You can delete a milestone if you want to permanently remove it from your schedule in LivePlan.

To permanently delete a milestone:

  1. Click the Schedule section. A table of milestones you've already entered will appear. Click the Delete link next to the one you'd like to remove:
    Delete milestone.png
  2. In the overlay that appears, click Confirm:
    confirm delete milestone.png
Was this article helpful?
8 out of 11 found this helpful