Hi folks,
I’m trying to make a template where the Timeline duration of tasks automatically updates. I’ve tried linking with milestones and dependencies, but I can only seem to make the start-date change. I’ve also tried the Start+End=Timeline, but I can’t get the Start and End dates to update across all the tasks automatically. Any ideas?
For additional context: I work in business M&A and my entire workflow is based on when we “Sign” a new deal, when that deal actually “Closes”, and the first 100 days post-close. I have ~100 tasks that have to be done before-signing, about 300 tasks that need to be done between Sign and Close, and another 100 tasks that need to be done in the first 100 days after Close. I do lots of these deals a year, so I’d like to create a standard Template that I can duplicate and update the Timeline dates automatically for, ideally without having to manually change the Start/End data on each individual task/timeline.
I’ve tried making a Milestone task for each the “Sign” and “Close” dates and then using dependencies to update the other tasks, but I can’t seem to change both the Start and the End dates on the timelines (i.e. I can move the Sign date and all the Start dates will move, but if I move the Close date, the End date for tasks between Sign/Close don’t update so the Timelines are now all wrong).
I’m thinking there might be a way to use Start+End=Timeline to do this, but I can’t seem to find the right formula that will pull the Start+End dates for each task from the Sign or Close milestone tasks. Any ideas, either on this method or a different method entirely?
Thanks!
Travis
P.S. See picture below. What I want is for all the “Executive” task timelines to update their Start date based on the “Signing” date and all their End dates to update based on “Close” date, since I need the duration of those tasks to be between Sign and Close. While I can update the Start date, I can’t seem to find a way to update the End date. Thanks!
