Best or Easiest Way to Report on Milestones or Summary Tasks?

Kurt · 08/13/17

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!

Mike Wilday · 08/14/17

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.

Welcome to the Smartsheet Forum Archives

Best or Easiest Way to Report on Milestones or Summary Tasks?

Comments

Categories