tasks in a project plan

[Steffi Frank]

The challenge is: combine tasks and projects timeline as far as simple

This is how I realized it:

Macro „Chart from table“, type Gantt,  with embedded tasks (table) for each project:

In my project overview I use “chart from table” as well, here with the “task report”, filtered with macro “table filter” by iconfilter =

Result: I get a timeline over all open project milestones:

So far so good! A brilliant visualization! I thought, my job was done, but....

Problem is: I need to change start and end date of one task in a project. To keep my project (and overview) timeline up-to-date, I manually have to change all dates in every following task of this project! Of course, there is no relation between one and n following tasks

Has anybody got an idea about how to solve this? Are there any add-ons which might fit my needs?

Thank you in advance!

Steffi

[Andrey Khaneev _StiltSoft_]

Hi Steffi,

Handy Date extension (a part of Handy Macros app) may help you in this case: it allows you change dates (//date-macros) right in page view mode, so you just click the date and get a date picker, select a new date and it is updated in the page. Also this feature is compatible with Task Report macro that you use.

You see how it works on the demo site.

Hope it will make your workflow easier.

[Steffi Frank]

Thanks Andrey, but still lots of manual work...

[Andrey Khaneev _StiltSoft_]

Are the any rules or algorithms that you use to update dates? Without this automation is not possible.

[Steffi Frank]

no, I yet do not use any rules - that's what I am looking for...

[Andrey Khaneev _StiltSoft_]

I see. Do you have your own vision what tool could help you?

[Steffi Frank]

Yes, something similar you can achieve with an Excel formula (must be something like “workingdays”. It is “arbeitstage” in German)

This would be step one.

Step two would be: my next row should start with end date from row 1 + 1:

If I now continue to use the formula “workingdays” I quiet comfortably can fulfill the whole table with start and end date (with end date as due date in a task...)

If I now e.g. change the end date in row 1, all following dates get updated automatically:

Got it?

;-)

[Andrey Khaneev _StiltSoft_]

You can attach Excel file and output it as a table using native Office Excel macro - it is compatible with Table Filter and Charts add-on. 

Or you can try Spreadsheets add-on. It is also compatible with able Filter and Charts add-on and I think it should support such formulas.

[Steffi Frank]

yes, I know. We did that already. But: I cannot use an Excel entry as a task. My aim is to combine both: timeline over all tasks (Gantt chart), milestones and phases AND a Confluence task list with due date and a user assigned

[Andrey Khaneev _StiltSoft_]

Unfortunately, I don't see a workaround now.