Milestones are used to break up a larger project into defined steps, deliverables, or payments that you and your freelancer or agency have arranged. Defining milestones helps to set clear expectations, prevent miscommunication, and create a natural feedback channel throughout a larger contract's progress.
You and your freelancer or agency can continue to add or edit milestones throughout the duration of the contract, as required.
Add another milestone
Be sure that your freelancer has agreed to the new milestone. Then, follow these steps.
- Go to Jobs › My Jobs
- Open the contract you wish to update
- Click the Add or Edit Milestones button
- Enter the Milestone details and click Save
Please note that you may only fund one milestone at a time on a specific contract. Funds must be released on the current milestone before the next one can be activated and funded.
However, you can release a partial milestone payment and any remaining funds can be used to fund the next milestone, or you can request an escrow refund for the remaining amount if you and your freelancer or agency are ending the contract. When you approve a milestone you will be asked if you want to end the contract or keep it open. You can then activate (or create) the next milestone.
Edit or delete future milestones
You have the ability to delete or edit the title, due date, and amount of any future milestones that have not yet been activated and funded. Active milestones cannot be edited.
- Go to Jobs › My Jobs and select the contract
- Click the Add or Edit Milestones button
- The button will open a window where you can add, edit, delete, or reorder your milestones
- To rearrange the milestone list, grab the drag-and-drop toggles on the left of each milestone
- Check your progress with the Show changes toggle in the window's upper right corner
- Be sure to click Send changes to make sure all changes are saved
Note: You will not be able to make changes to future milestones while a freelancer milestone request is pending; you need to accept or decline the suggested change first.
Respond to a milestone change request
Freelancers and agencies can also send you requests to add, edit, and delete future milestones. If your freelancer or agency submits a milestone change request, you will be notified by email and can accept or reject their request. You will need to respond to the request before you can make any additional changes.
- Click the link provided in the email or Review changes in the contract room
- Select Accept or Decline as appropriate
You may only fund one milestone at a time. Funds must be released on the current milestone before the next one can be activated and funded. You can choose to release a partial payment, any remaining funds can be used to fund the next milestone, or you can request an escrow refund for the remaining amount.
You cannot change the order of active milestones. However, you can release a partial payment for a milestone and use any remaining funds towards the next milestone.
To add or edit milestones on a fixed-price contract, click the “Add or Edit Milestones” button. Once you do, you’ll see a page where you can add, edit, reorder and/or delete milestones, and then submit the changes to the contract.
To change the order of milestones, use the drag-and-drop capability (the six dots) on the left side of each milestone.
Freelancers are notified via email and in Messages when changes are made. All additions and changes made to existing contract milestones are detailed in these notifications. Pro Top: Discussing any contract changes with your freelancer in advance can reduce the need for future changes.
Freelancers can propose changes and additions to contract milestones and submit them to the client for review. This can be done by clicking the “Add or Edit Milestones” button in the Contract Room and entering your requested changes.
The due date of a milestone cannot be changed. However, you and your freelancer or agency can agree to change the due date. Upwork does not impose any negative consequences for working beyond a milestone due date.
- Milestones for Fixed-Price Jobs
- Review a Milestone
- End a Fixed-Price Contract
- Get an Escrow Refund
- Escrow for Fixed-Price Jobs