--- title: Transitioning Items to a Different Milestone description: Learn how to transition Items from one Milestone to another, either Item by Item or in bulk --- [Skip to content](https://success.join.build/en/knowledge/transitioning-items-to-new-milestones#main-content) [Contact Join Support](https://success.join.build/en/knowledge/kb-tickets/new?hsLang=en) [![Join Help Center](https://success.join.build/hubfs/Join%20Help%20Center.svg)](https://success.join.build/en/knowledge?hsLang=en) Open main navigation Close main navigation - [Contact Join Support](https://success.join.build/en/knowledge/kb-tickets/new) - [Login](https://app.join.build/) [Login](https://app.join.build/) Hi! 👋 How can we help? - There are no suggestions because the search field is empty. 1. [Join - Help Center](https://success.join.build/en/knowledge?hsLang=en) 2. [Items](https://success.join.build/en/knowledge/items?hsLang=en) 3. [Items](https://success.join.build/en/knowledge/items?hsLang=en#items) # Transitioning Items to a Different Milestone ## Learn how to transition Items from one Milestone to another one at a time or in bulk. ### Deciding Which Items to Transition After creating a new Milestone, there may be Items which should be moved forward to the new Milestone. #### Items to Move Forward ##### Pending Items Any Items that are still Pending in your previous Milestone will likely need to be moved to the new Milestone so that you don't lose track of decisions that still need to be made. ##### Accepted Items Items that were previously Accepted are typically moved to the new Milestone with the status updated to Incorporated. This is optional, but is a best practice to show the history of when accepted changes were incorporated into the latest drawings and estimate. #### Items to Leave Behind ##### Incorporated Items If an Item was Incorporated in a previous Milestone, there is no need to continue to move it forward since it has reached the end of the decision lifecycle. ##### Rejected / Not Chosen Items Items that have been Rejected, or Options that were Not Chosen have already been decided on and are no longer relevant so they do not need to move to the new Milestone. ##### Not Applicable Not Applicable Items are no longer up for decision, so they do not need to move to the next Milestone. ### Transitioning a Single Item #### From Item Details Page 1. Click **Items** in the [navigation panel](https://success.join.build/en/knowledge/how-to-navigate-in-a-project?hsLang=en#navigation_bar). 2. Click on the name of the Item you want to transition to open the Item Details page. 3. Click the **Edit Milestone** ![](https://success.join.build/hs-fs/hubfs/app-join-build_e7ee87d5-f338-4340-8ce9-08805bfe7c86_items_currentMilestone=c08d291d-3483-49b9-9c7c-c6cfffcc9701-png.png?width=24&height=24&name=app-join-build_e7ee87d5-f338-4340-8ce9-08805bfe7c86_items_currentMilestone=c08d291d-3483-49b9-9c7c-c6cfffcc9701-png.png) (pencil icon) button in the **Milestone** field on the right hand side. 4. Select the Milestone you want to move the Item to. 5. Select a new Item [status](https://success.join.build/en/knowledge/items-status?hsLang=en) if applicable. 6. Click the **OK** button. ![](https://success.join.build/hs-fs/hubfs/2025-10-20_15-36-43-gif.gif?width=670&height=395&name=2025-10-20_15-36-43-gif.gif) #### From Item Sidebar 1. Click **Items** in the [navigation panel](https://success.join.build/en/knowledge/how-to-navigate-in-a-project?hsLang=en#navigation_bar). 2. Open the [Item Sidebar](https://success.join.build/en/knowledge/item-sidebar?hsLang=en) by clicking the **Item Sidebar** ![Open Sidebar](https://success.join.build/hs-fs/hubfs/Open%20Sidebar.png?width=24&name=Open%20Sidebar.png) button at the far right when hovering over an Item. 3. Click the **Edit Milestone** ![](https://success.join.build/hs-fs/hubfs/app-join-build_e7ee87d5-f338-4340-8ce9-08805bfe7c86_items_currentMilestone=c08d291d-3483-49b9-9c7c-c6cfffcc9701-png.png?width=24&height=24&name=app-join-build_e7ee87d5-f338-4340-8ce9-08805bfe7c86_items_currentMilestone=c08d291d-3483-49b9-9c7c-c6cfffcc9701-png.png) (pencil icon) button in the **Milestone** field of the **General Info** section of the Item Sidebar. 4. Select the Milestone you want to move the Item to. 5. Select a new Item [status](https://success.join.build/en/knowledge/items-status?hsLang=en) if applicable. 6. Click the **OK** button. ![](https://success.join.build/hs-fs/hubfs/2025-10-20_15-31-55-gif.gif?width=670&height=588&name=2025-10-20_15-31-55-gif.gif)   ### Transitioning Multiple Items 1. Click **Items** in the [navigation panel.](https://success.join.build/en/knowledge/how-to-navigate-in-a-project?hsLang=en#navigation_bar) 2. Click the check box to the left of each Item that you want to transition. 3. Click the **Edit Items** button, which will appear after more than one Item is selected to open the **Edit Selected Items** menu. 4. Click the **Milestone** drop-down list and select the Milestone to transition the Items to. 5. Click the Status drop-down list and select another [status](https://success.join.build/en/knowledge/items-status?hsLang=en) if applicable. 6. Click the **Apply Changes** button. ***Caution:** When transitioning an Item with Options, all Options must be selected and transitioned at the same time.*   ![](https://success.join.build/hs-fs/hubfs/2025-10-20_15-41-32-gif.gif?width=670&height=367&name=2025-10-20_15-41-32-gif.gif) ### Transitioning Items with Copy From You can transition **Accepted** Items from one Milestone to another with a status update to **Incorporated.** This occurs when using the [Copy From](https://success.join.build/en/knowledge/copying-an-existing-milestone-estimate-or-budget?hsLang=en) workflow by selecting the Running Total, then checking the transition Items box.![](https://success.join.build/hs-fs/hubfs/image-png-Sep-12-2025-10-35-39-0750-PM.png?width=670&height=437&name=image-png-Sep-12-2025-10-35-39-0750-PM.png) - [Getting Started with Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#main-content) - [Join Overview](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#join-overview) - 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