Status Updates Template for Quarterly Reports

Hi there!

I just started using the status update template feature. The timing of this release couldn’t have been better. :wink:

I am going to use the template for quarterly reporting but I see that I can only report on milestones over the past 4 weeks - is there any way to add a milestone tracker that covers a 12-week period?

Thank you!
Maya

Hey @Maya_bee, love the timing win here.

The milestone tracker in status updates isn’t configurable to a 12-week window today. For quarterly reporting, I’d use the narrative template and pair it with a dashboard or report covering the full quarter, then summarize the key milestones in the update.

If quarterly milestone tracking is a recurring need for your team, this is a good Product Feedback request so others can upvote the use case.

Thanks Irish_Makimura for this workaround!

Could you please guide me to the narrative template you refer to?

Milestone tracking really is our core progress indicator - so we will be using that for our tracking our longterm projects.

Sure @Maya_bee :blush:

The narrative template is the status update itself or the text you add in the status update editor.

For the quarterly status report, here’s a Chart I suggest:

If you want the Milestone listed you can:
Click into each bar to show the list of the filtered data, multi-select, then copy links.

Once pasted in the status editor, it will show you the linked Milestones. Hope this helps!