---
title: How to Create a Quarterly Priority and Add Milestones
description: Create Quarterly Priorities (Goals or Rocks) in Bloom Growth, quick-add them in one line, and track progress with milestones.
---

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# How to Create a Quarterly Priority and Add Milestones

## Create a Quarterly Priority with the full form or in one line, then break it into milestones with their own due dates.

Quarterly Priorities are the few most important things your team commits to finishing this quarter. You can create one with the full form or add it in one line, then break it into milestones to track progress along the way.

*Note: Your organization may use a different name. For example, Quarterly Priorities may appear as Goals or Rocks, and milestones may have another name too. Buttons and labels in Bloom Growth use your organization's terms.*

#### **Create a Quarterly Priority**

1. In the left navigation, open **Workspaces**, select the **Meeting workspaces** tab, and click the meeting the new Quarterly Priority is for. You don't need to start the meeting.
2. On the **Quarterly Priorities** tile, click the **⋮** (More options) menu and select **Create Quarterly Priority**. The **New Quarterly Priority** form opens.
3. Enter a **Title**, then choose who owns it under **Attach to owner**.
4. Under **Attach to meeting(s)**, choose each meeting that should show this Quarterly Priority.
5. Check the **Due Date**. It's set to 13 weeks from today, so change it if your quarter ends on a different date.
6. Leave the **Status** at **On track**, or choose another status.
7. Add any **Details** your team needs (optional).
8. Add milestones (optional): type one in the **Add a milestone** box and press **Enter**. See *Add milestones* below.
9. To create several in a row, tick **Create another Quarterly Priority** at the bottom of the form. Then click **Save**.

![](https://help.bloomgrowth.com/hs-fs/hubfs/image-png-4.png?width=3010&height=1590&name=image-png-4.png)

 

#### **Quick-add a Quarterly Priority**

You can add a Quarterly Priority in one line, without opening a form.

1. On the **Quarterly Priorities** tile of a meeting workspace or your personal workspace, or on a meeting's Quarterly Priorities page, click the **New Quarterly Priority** bar at the top of the list.
2. Type the title and choose an owner from the menu on the left of the bar.
3. Press **Enter**.

 

New Quarterly Priorities are due in 13 weeks and start **On track**. Open a Quarterly Priority to change either one, or to add details and milestones.

![](https://help.bloomgrowth.com/hs-fs/hubfs/image-png-Nov-05-2026-07-20-23-6363-PM.png?width=3014&height=1080&name=image-png-Nov-05-2026-07-20-23-6363-PM.png)

#### **Add milestones**

Milestones break a Quarterly Priority into smaller steps, each with its own due date. You can add them when you create the Quarterly Priority or at any time after.

1. Open the Quarterly Priority.
2. In the **Milestones** section, type a milestone in the **Add a milestone** box and press **Enter**.
3. Each new milestone is due four weeks from today. To change that, click the date next to the milestone and pick a new one.
4. Click **Save**.

#### **Complete or remove a milestone**

- To mark a milestone done, open the Quarterly Priority, tick the checkbox to the left of the milestone, and click **Save**.
- To remove a milestone, hover over it and click the trash icon (**Delete**) on the right, then click **Save**.
- A milestone that's past its due date and not done is flagged, so it stands out. Your team can also have To-dos created automatically for overdue milestones: see [Enabling and Managing Automatic To-Do Creation from Milestones](https://help.bloomgrowth.com/managing-to-dos-automatically-created-from-milestones?hsLang=en).

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