> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Create project milestone



## OpenAPI

````yaml /openapi.json post /api/public/v1/projects/{id}/milestones
openapi: 3.0.3
info:
  title: MSPortal Public API
  version: 1.0.0
  description: >-
    Public API for MSPortal - provides programmatic access to tenant data.


    ## Authentication


    All endpoints require authentication via API key passed as a Bearer token:


    ```

    Authorization: Bearer <your-api-key>

    ```


    API keys can be created in the MSPortal dashboard under Settings →
    Integrations → API Access.


    **Important:** Do not include cookies in API requests. The public API uses
    stateless authentication only.


    ## Scopes


    API keys are granted specific scopes that determine what operations they can
    perform. Each endpoint documents its required scope(s).


    ## Rate Limiting


    API calls are rate limited per API key. Rate limit information is returned
    in response headers:


    - `X-RateLimit-Limit`: Maximum requests per minute

    - `X-RateLimit-Remaining`: Remaining requests in current window

    - `X-RateLimit-Reset`: When the rate limit resets (ISO 8601)


    ## Request ID


    All responses include an `X-Request-Id` header for debugging and support.
    You can also pass your own `X-Request-Id` header to correlate requests.
  contact:
    name: MSPortal Support
    email: support@msportal.ai
  license:
    name: Proprietary
servers:
  - url: https://app.msportal.ai
    description: Production (US)
  - url: https://eu.msportal.ai
    description: Production (EU)
security:
  - BearerAuth: []
tags:
  - name: Budgets
    description: >-
      Budget management - create, track, and forecast budgets with line items,
      categories, and products
  - name: Calendar
    description: Calendar and meeting management - events, participants, and meeting types
  - name: Companies
    description: Company management endpoints
  - name: Company Users
    description: Company user management - client portal contacts (read-only, paginated)
  - name: Compliance
    description: Compliance check management - runs, assigned checks, and status updates
  - name: Dashboards
    description: Dashboard management - external iframe resources and internal dashboards
  - name: Devices
    description: Device management - inventory, types, and locations
  - name: Goals
    description: Goal management - create, track, and manage goals with tasks and updates
  - name: NPS Surveys
    description: >-
      NPS survey management - Net Promoter Score surveys, responses, and
      analytics
  - name: Reports
    description: >-
      Report management - create, manage, and schedule reports with templates
      and types
  - name: Planner
    description: >-
      Planner item management - tasks, roadmap items, and project planning with
      linked goals, compliance, and projects
  - name: Surveys
    description: >-
      General survey management - multi-question surveys, responses, and
      statistics
  - name: Tickets
    description: Ticket management - view and filter tickets from PSA integrations
  - name: Training
    description: >-
      Training management - courses, enrollments, certificates, and progress
      tracking
  - name: Users
    description: Tenant user management - internal staff and team members (read-only)
  - name: Automation Rules
    description: >-
      Automation rule management - create, configure, and monitor automation
      rules with triggers, conditions, and actions
  - name: Analytics
    description: >-
      Analytics and reporting - company audit data, training analytics, user
      activity, and portfolio metrics
  - name: Client Onboarding
    description: >-
      Client onboarding - portals (phases, tasks, contacts, activation),
      templates, checklist templates, forms and documentation pages
  - name: Backup
    description: >-
      Backup - summaries, protected devices, alerts and SaaS protection (Datto,
      Axcient, Slide, Kaseya)
  - name: Microsoft 365
    description: Microsoft 365 - licenses, users, domains and Secure Score
  - name: Security
    description: >-
      Security - posture summary, EDR incidents, vulnerabilities, email threats,
      firewalls, DNS filtering and security awareness
  - name: Financial
    description: Financial - quotes, invoices and revenue summaries
  - name: Integrations
    description: Integrations - status, sync health, pause and resume (never credentials)
  - name: Documentation
    description: >-
      Documentation - pages, folders and articles synced from Hudu or IT Glue,
      plus built-in pages
  - name: Broadcasts
    description: Broadcasts - emergency broadcasts, recipients and groups
  - name: Notifications
    description: Notifications - the linked user's in-app notifications
  - name: Standards
    description: >-
      Standards - technology standards catalog, service plans, applicability,
      deployment statuses, compliance rollups, white space and costs
  - name: Customer Success
    description: >-
      Customer success - client health scores, trends, benchmarks and Traffic
      Light Reviews
  - name: Tasks
    description: Tasks - the linked user's personal task list
  - name: Tenant Setup
    description: Tenant setup - profile, branding and portal settings (never secrets)
  - name: Roles
    description: Roles - staff and client roles and their permission grants
  - name: Ticket Templates
    description: Ticket templates - reusable ticket definitions
  - name: Readiness
    description: Client readiness - account readiness assessments
  - name: Projects
    description: >-
      Projects - PSA projects with health overlays (deliverables, milestones,
      client actions, weekly updates), phases, tickets, time entries, PSA
      status/owner/priority write-through, ticket notes, task controls, display
      settings and the document library
paths:
  /api/public/v1/projects/{id}/milestones:
    post:
      tags:
        - Projects
      summary: Create project milestone
      parameters:
        - schema:
            type: string
            format: uuid
            description: Project ID
          required: true
          description: Project ID
          name: id
          in: path
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateProjectMilestoneRequest'
      responses:
        '201':
          description: Milestone created
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    $ref: '#/components/schemas/ProjectItemWriteResult'
                required:
                  - data
        '400':
          description: Validation error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '403':
          description: >-
            Forbidden - missing scope (projects.write) or the linked user lacks
            the projects permission
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
        '404':
          description: Project not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse'
      security:
        - BearerAuth: []
components:
  schemas:
    CreateProjectMilestoneRequest:
      type: object
      properties:
        title:
          type: string
          minLength: 1
          maxLength: 255
        documentLinks:
          type: array
          items:
            $ref: '#/components/schemas/ProjectDocumentLink'
          maxItems: 50
          description: >-
            Replace staff file links without changing sharing; empty array
            clears
        description:
          type: string
          nullable: true
          maxLength: 5000
        status:
          type: string
          enum:
            - pending
            - in_progress
            - complete
            - skipped
        plannedDate:
          type: string
          nullable: true
          pattern: ^\d{4}-\d{2}-\d{2}$
          description: YYYY-MM-DD; null clears
        actualDate:
          type: string
          nullable: true
          pattern: ^\d{4}-\d{2}-\d{2}$
          description: YYYY-MM-DD; null clears
        notes:
          type: string
          nullable: true
          maxLength: 5000
        isClientVisible:
          type: boolean
        sortOrder:
          type: integer
          minimum: 0
        linkedPhaseId:
          type: string
          nullable: true
          format: uuid
          description: PSA phase this milestone tracks
        linkedTicketId:
          type: integer
          nullable: true
          description: PSA task id this milestone tracks
      required:
        - title
    ProjectItemWriteResult:
      type: object
      properties:
        overlayId:
          type: string
          format: uuid
        projectId:
          type: string
          format: uuid
        created:
          type: boolean
        item:
          type: object
          additionalProperties:
            nullable: true
          description: The stored item (snake_case keys)
      required:
        - overlayId
        - projectId
        - created
        - item
    ErrorResponse:
      type: object
      properties:
        error:
          type: string
          description: Error message
        requestId:
          type: string
          description: Request correlation ID
        details:
          nullable: true
          description: Additional error details
        code:
          type: string
          description: Error code
      required:
        - error
    ProjectDocumentLink:
      type: object
      properties:
        id:
          type: string
          format: uuid
          description: File ID from the project document library
        source:
          type: string
          enum:
            - project
            - upload
            - legacy
            - shared
      required:
        - id
        - source
  securitySchemes:
    BearerAuth:
      type: http
      scheme: bearer
      bearerFormat: API Key
      description: >-
        Use your API key as a Bearer token. API keys can be generated in
        Settings → Integrations → API Access.

````

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