I set up a custom milestone that has a start & due date – for events that happen over time. (e.g. a workshop that is 3 days). I don’t see this milestone showing up on my portfolio timeline. Is it possible to have custom milestones show up on my portfolio timeline. That would be super helpful for tracking. Thanks!
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Do you mean you’re using a regular task (not a Milestone type task) and construing it as a milestone via a custom field you added?
Only actual Asana Milestone tasks participate in the Milestone Progress column of portfolios, and actual Milestones are only permitted to have Due dates, not Start dates too.
You may want to vote at the top of this topic:
Thanks,
Larry
Hi Larry,
There is something called ‘Custom Milestone’ in the task template, and it allows you to have a start & finish date. BUT it does not show up on the portfolio timeline. Does this help to clarify? Any way to make this show up on the portfolio timeline, or suggestions for work arounds? (This would be oh so helpful!)
@Lisa_DeYoung - I don’t believe it’s possible (currently) to have custom task types (that’s what your custom milestones are) appear in the portfolio timeline. Is there a reason you’re using them instead of the native milestones?
I want a milestone that is not one end date – e.g. a workshop that is 3 days. I’d like to be able to show that milestone on all the days without having to make 3 milestones.
Ah ok makes sense. Perhaps you could consider multi-homing all custom milestones to a project (simulating a portfolio) that you then use to view them all in the same place. Because custom task types are built via task template, you could set the multi-home there automatically (or use rules).
I’m certainly willing to try something that you think may work. I would need a bit more direction on how to do this thought. Thanks!
An example flow:
- Create a project called Milestone Overview (or something)
- In your task template for the custom task type, you can go to the “projects” field and add tasks created from that template to Milestone Overview
- (alternative) Manually multi-home all custom milestone tasks to Milestone Overview
- (alternative) use a rule (e.g., when custom milestone status is set/changed, etc. → add to Milestone Overview) to add custom milestones to Milestone Overview
- Use Milestone Overview as a pseudo-portfolio to see timing/dependencies across milestones form different projects.
If you need further guidance, your best bet might be a consultation with an Asana partner (e.g., @lpb in this thread is an amazing consultant and could help you do this/tons of other stuff to optimize your work).
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Thanks @Stephen_Li. So it sounds like making a project that contains all of the projects I want to track – using milestones/custom milestones and then use that project timeline to do the tracking I want. Hmmm…this sounds like quite a bit of extra work, but may be an alternative.
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