This feature enhances the creation of milestones automatically when a rollup task is created on a Plan board. This is based on the configuration. The new option in the 'Add Tag' interface when turned ON while creating a Rollup Tag will automatically create a Milestone for the specified end date of the rollup tag. This will reduce the manual intervention in the milestone tag creation (when the end dates of the rollup tag is same as that of the milestone tag being created).


Create Rollup Tag:

  • User creating a rollup tag by selecting the checkbox option 'Rollup Task', an additional option  'Add Dynamic Milestone' switch which is by default turned to YES is displayed. 
  • Post entering all details to the tag (Including the Start and the End Dates) Click on the 'Add' button to create a new tag.
  • Once the tag is successfully added a milestone is created in the background with the same name as the Rollup Tag. The mile stone date will be the 'end date' of the rollup tag.

Note: 

  • Dynamically created Milestones are not displayed on Boards as a tag. It is only displayed on the ribbon at the top of all boards.
  • If the Rollup tag is edited and saved, a milestone should not be created again, any changes should be updated to the milestone, in terms of date, name etc.
  • If a Rollup Tag is deleted, the milestone also to be removed from the board.


 

 

Dynamic Milestone displayed on a Dispatch Board:


Dynamic Milestone displayed on a Schedule Tab:



Scenario When one of the tags created on a dispatch board with this tagged as Rollup task turns the milestone to RED:

  • When User creates a tag with end date of the tag beyond the end date of the selected dynamic rollup tag and the dynamic milestone turns from Blue to Red.
  • User creates a tag on any of the dispatch boards. The end date of the tag being created is beyond the end date of the rollup tag that it is associated. 
  • Once the Tag is dispatched, the Dynamic Milestone icon turns from BLUE to RED


 



Example of a Dynamic Milestone (Created from Rollup) whose associated tags are all In-Progress or Completed and are not Overdue.




Note: The hover shows the 'Verified On' at the bottom left hand corner of the Hover.


How To?

Boards Overview

What is Plan View

What are Different Boards Types

How to Create a Board

How to Edit a Board

How to Delete a Board

How to Group Boards

How to Filter Boards

What is the Tag Shelf

How to Create a Tag

How to Create a Priority Tag

How to Create a Milestone

How to Dispatch a Tag

Planner Overview

Planner Overview

Boards & Schedules Overview

Schedule Overview

Risks Overview

Resources Overview

Calendars Overview

Dispatch View Overview

Daily Reports Overview

Planner on Devices

Planner Overview - Tablet

Planner - My Work Queue - Tablet

Planner - Boards & Schedules - Tablet

Planner - Calendar View - Tablet

Planner - Daily Reports - Tablet


FIELD™ Settings:

Revisions

Tags

Manage Templates

Manage Palettes

Drive Security

File/Drawing Stamp Settings


SAFETY™ Settings:

SAFETY ™ Home

Safety Tracking

Team Safety Credentials

Safety Task Analysis Categories

Safety Permit Categories

Safety Incident Categories

Safety Incident Directory

Safety Rules Manager

Safety Bulletin

SOS & Bulletin Notification

Visitor Log

Request Safety Permit

Safety Onboarding Flyer

 

PRO™ Settings:

App Studio

Report Manager

Connectors


Last Updated: Sep-27-22