Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.
Best or Easiest Way to Report on Milestones or Summary Tasks?
I know that SmartSheet can distinguish between tasks that are regular tasks, or milestones, or summary tasks (because of how it represents them on a Gantt chart), but how can I leverage this information when I am trying to build a report on just milestones or just summary tasks? Is there some way to tell a report to filter on just milestones in either a single sheet or across multiple sheets? Likewise, is there some way to tell a report to filter on just summary tasks in either a single sheet or across multiple sheets?
Thanks in advance for any thoughts or guidance!
Comments
-
Hi Kurt,
Milestones in Smartsheet have a duration of 0. If you want to filter your report to only show milestones. You could set the report builder to bring in only items with a duration of 0.
As far as summary tasks, one way to do this is described by Kris in this post: https://community.smartsheet.com/discussion/include-parent-rows-reports#comments
The post gets really elaborate. But Kris's initial response will work for simple sheets.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.9K Get Help
- 410 Global Discussions
- 220 Industry Talk
- 458 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 136 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 298 Events
- 37 Webinars
- 7.3K Forum Archives