How do I make my milestone move with predecessor?

I have two activities, then a milestone that is dependent on those activities, then a third task that is dependent on the milestone.  I want the milestone to float (and the dependent third task) with the finish dates of the two prior tasks.  Right now, Wrike seems to lock the milestone on the original date.  How do you unlock the milestone?

I also need to generate reporting (and/or dash) that shows the milestone(s).

Thanks

Bill

 

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Here is a screen capture of the example provided.  When I extend the dates for Task 1 and Task 2, I expect the Milestone to move right.

 

 

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Bill, 

Thanks for your question! I think you may be using milestones differently then intended in Wrike. Please see this article for Milestone definition in Wrike. 

Milestones purposefully gateways that don't move in Wrike. Most users have them set as a customer deliverable of some sort. They don't move because customers hold strong to those dates, otherwise they are just another task. They turn red in your screenshot to identify conflicts with those deadlines. It becomes very powerful in complex workflows where moving task 1 of 10 will ultimately mean we are not delivering on time. Make sense? As such, there is no way to "unlock" a milestone. 

As far as reports and dashboards, you can isolate Milestones by using the Task Type Filter: 

We also use the conflicts monitor on the analytics tab, increasing the milestone visibility. 



Let us know if you have further questions!

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So... can someone (Michael Michalak?) confirm this logic then?:

 I can't use a Milestone in a Blueprint. 😱

Unlike Microsoft Project, which defines a Milestone as a task with zero Duration, Wrike defines them as a fixed date - and thus they cannot be part of a chain of dependent tasks with a 'floating' date that is dependency-driven.

And because Blueprints, by definition, ought to have no fixed dates in order that dates can be dynamically generated upon creation of a project from a Blueprint, the 2 concepts are enemies.

My workaround right now is to make my "milestones" a duration of an hour, so they can be dependency driven in my Blueprint.

(plus I like using an emoji of some sort 📍 in the title to imply 'milestone')

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Hi Jamie Adler, sorry for the late reply!

I had to do some testing here, and this is a very interesting topic! What I've come up with is that you can use Milestones in blueprint tasks, although you need to mind the rescheduling. I created a blueprint project with tasks in it, added start and due dates to all but one task that is a milestone with a set due date. After that I created a Request form that would create a project from that Blueprint. I created it so that it would reschedule the tasks according to the project's dates. For the new project dates, there need to be two "dates" questions in the request, for start and due project dates. The new project created from the blueprint will have new dates according to the answers to those questions, and the tasks, along with the milestone, will be rescheduled too. But, if you can't have those questions in your request form, then I believe you won't be able to use milestones in your Blueprints.

Please let me know if that helped or if you have any further questions!  

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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This is great to know, Cheers for clearing that up Lisa. Just happened to be working on this today.

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So if milestones work the way that Wrike seems to want them to work this is just not compatible with MS Project. the initial example is two task followed by a milestone followed by another task, that is a super simply example I just imported a project that spans 4 years and has 1400 Tasks including including 185 milestones. So we are at task 12 and the client has just caused a week delay to the project now with the Wrike methodology I now need to go and manually move every one of those milestones out a week because they are fixed points. That does not work for me at all, remembering that this is also how Wrike imported from MS Project where those milestones are set to float. You need to add a flag to indicate whether a milestone is fixed or floating, or simply always float but hold a value of what the due date should have been to show project slippage.

Very disappointing form a project management standpoint.

 

 

 

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Welcome to the Community Steven Huggins! You're correct, Float isn't currently available in Wrike, but the team is aware of this suggestion 👍

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Well explained - I am beginning to like the help provided by Wrike - especially to a new user like me 

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Happy to hear that Abhijit Sardesai🙂

If there's anything else we can do for you here, please don't hesitate to ask 👍

Elaine Community Team at Wrike Wrike Product Manager Learn about Wrike’s killer features and best practices with our Online Training Webinars

Elaine Wrike Team member Learn about Wrike’s killer features and best practices with our Online Training Webinars

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Is there a way now (in 2024) to make milestones floating?

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Hey Murad Omar, thanks for reaching out! 

That's not currently possible, but it would be great if you could share your use case here. 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Lisa, my use case is very simple, I want certain things to be marked as a milestone and while building the schedule and trying different permutations of things I want them to shift with the tasks rather than be hardened to a particular calendar day. Other SW packages enable that or give such an option. I know I can add a task and make it a duration of 1 hr, but this is a hack. I want to clearly see how one tasks delay affects a certain milestone in my project.

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Thanks for providing this detail Murad Omar, I'll share your feedback with our team 👍

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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