Template Set Links to Plan from Milestones

Vicky

Smartsheet .pdf

Hi, I'm new to Smartsheet and currently trialling to see if it will offer what we would like to achieve for Project Management. I am using one of the Template Set that are available to download and having problems with understanding how the Milestone sheet and Plan sheets are linked. I've added Milestones on the Plan some where they were on the template so update but new ones I can't seem to link in the same way. The link to the Plan appears in Row Action Properties to open at the bottom. I have attached screenshots of what I mean.

Genevieve P.

Hi @Vicky

I responded to your question on this post, here. I'll paste in the same response here in case it helps! See below:

Based on your screen captures, are you wanting the "Produce Statement of Works" task to show up as a milestone? If so, I can see that this task is longer than just one day, so you will need to adjust the duration.

For milestones to show up in the Gantt chart as a diamond, the start and end date need to be the same, with the task duration of 0.

You can create an extended milestone by entering a task duration of ~0 and a start date. An extended milestone requires one full working day to complete, but is still represented by a diamond shape in the Gantt chart.

(Read more about milestones in our Help Center, here!)

If the task still isn't showing up in your Report, it would be helpful to see what the criteria of the report is. To find this, click on the small blue folder icon in the top-left of the report (see more about Reports here).

Cheers,

Genevieve

Genevieve P.

Hi @Vicky

I responded to your question on this post, here. I'll paste in the same response here in case it helps! See below:

Based on your screen captures, are you wanting the "Produce Statement of Works" task to show up as a milestone? If so, I can see that this task is longer than just one day, so you will need to adjust the duration.

For milestones to show up in the Gantt chart as a diamond, the start and end date need to be the same, with the task duration of 0.

You can create an extended milestone by entering a task duration of ~0 and a start date. An extended milestone requires one full working day to complete, but is still represented by a diamond shape in the Gantt chart.

(Read more about milestones in our Help Center, here!)

If the task still isn't showing up in your Report, it would be helpful to see what the criteria of the report is. To find this, click on the small blue folder icon in the top-left of the report (see more about Reports here).

Cheers,

Genevieve

Vicky

Thank you I didn't get an email notification but saw the notification in my browser after I posted this from my drafts.