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How do the start and finish automatically populate?

Diane Mastramico September 9, 2021

In the advanced roadmap there are start and finish dates. I'm looking to add predecessors similar to that of MS project where a task has to finish before the next one starts. I can not seem to figure out how to do this - if one date moves all the downstream dates need to move to - all I see is to do it manually, is there a way around this 

2 answers

1 vote
Jacob Vu
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September 9, 2021

Hi @Diane Mastramico

You'll need to enable the 'roll-up' feature which means that dates roll up to the epic for a task.

You'll have to manually create dependencies which means using the 'Link issue' feature for Roadmaps.

Hope this helps.

Jacob 

Diane Mastramico September 9, 2021

The roll up feature works within a task but it doesn't link from one  task to another  :( Is that the only way? 

Jacob Vu
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September 9, 2021

Hi @Diane Mastramico

To clarify, you'll need to manually add the dependencies using the 'link issues' feature and then the roll-up feature will help make it so that if one task gets adjusted, it adjusts everything.

Hope that helps.

Jacob

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Diane Mastramico September 9, 2021

enter in all tasks then use link issue and when one date moves out it updates downstream? 

Jacob Vu
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September 9, 2021

Hi @Diane Mastramico

That's the idea, yup. It'll also move upstream meaning that your epic would update as well with a new adjusted end date potentially. 

Jacob

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Curt Holley
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September 9, 2021

Bonus tip, beyond the great advice provided by @Jacob Vu 

Set your dependencies to be Sequential for your Plan. That way Advanced Roadmaps knows that is how you want to manage dependencies and will offer warnings and will auto-schedule with that in mind.

sequenial.png

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