Is it possible to set a task due date by the number of days before the milestone date?
I am working to set up a Request form with a milestone date to complete. We are a medical practice, and this is for a new physician joining. My milestone is the physician's start date. I want to set up each task to start/end several days before the milestone. Example: If the physician starts on September 1, then my Collateral (Design tasks) need to be completed 20 days before the milestone. Is this possible?
To achieve this, create a project blueprint called 'New Physician' or similar and create/add all the relevant tasks to it. Among these tasks, you'll also have to create your milestone.
Thank you, Juan, for this detailed how-to! I had wondered this same thing, but in terms of setting up preparatory tasks before a new hire's starting date. This is so helpful!
Are there any plans to allow us to select which milestone in a project to align to, instead of just the last event?
Our use case is a little more pedestrian: event planning. The requester would tell us the day of the event, and we would schedule around that. Unfortunately, we have several post-event tasks as well (post-mortem meeting, newsletter article, photo distribution, etc.), so it isn't as simple for us as just aligning to the "last task's due date."
Hi Teddy, thank you for your comment. May I ask if you're using request forms? If that's the case, our Product Team is planning an option to reschedule tasks/projects around a date - in request forms. We'll keep you updated about this option as soon as we have more info to share 👍
Great news, @...!