Timeline updates on Template

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?


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!

hi @Travis_D

Welcome to the community! Our Start + End = Timeline does work on a single item and keep dates and timelines synchronized. Possibly you can use this in conjunction with a set of other automations that populate the timelines across al dependent items. This is not an easy task to do.

Together with our partner Work Perfect (@Kimb) a solution is build that has the Start + End = Timeline functionality build in an app called Scheduler Pro (see https://monday.com/marketplace/10000139). With this app you can set dependencies, dependency modes (Finish > Start, Start > Start, Finish > Finish and Start > Finish) and it support lag / lead times. In the latest version it also support workday setting (days of the week) and holiday block out.

This app can be installed in a template and when a new board is created from that template you only need to set the Start dates of the very first item. The app will automatically recalculate all timelines based on the dependencies.

Happy planning :slight_smile:

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Thanks Bas, appreciate the response! I came to the same conclusion re: Start + End = Timeline, though it’s a nice tool for excel imports. The Scheduler Pro would probably solve my problem though not with the flexibility I was envisioning. I’ll probably just resort to filtering, mass-selecting, and mass-updating each time I need to import a template. Not ideal but good enough for now.