Add a "sort column" to easily Sort and Un-Sort |
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| When you sort your schedule and then move a symbol, you cannot undo the sort. By creating a column that numbers your tasks, you can use that column to re-sort your schedule to appear as it did originally. Milestones does have a Task Number SmartColumn that numbers tasks for you, but once you sort, the Task Numbers are re-assigned. Here, we will manually number the tasks in order to create a "sort column." | ||||||||||||||||||||||||
| 1. | Choose Insert | Column | Text. | |||||||||||||||||||||||
| 2. | Move the column to any column position and name the column (here, "Sort"). | |||||||||||||||||||||||
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| 3. | Click the Text tool in the Toolbox. | |||||||||||||||||||||||
| 4. | Click in the first column cell of the newly inserted column. | |||||||||||||||||||||||
| 5. | Enter "1" and then hit the down-arrow key on your keyboard. | |||||||||||||||||||||||
| 6. | Continue numbering until you reach the final task. | |||||||||||||||||||||||
| Use Excel for numbering, then copy-and-paste into Milestones | ||||||||||||||||||||||||
| A very fast shortcut method for steps 3-6 is to use Excel to create the numbers, then copy and paste into the column. This is especially helpful if you have a large amount of numbering to do. | ||||||||||||||||||||||||
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| Now, after you sort by Team, PM, Project, Date, etc., you can use the numbered Sort column to "retrieve" the original schedule. To do this, use sort by selected column and choose "Numeric" when prompted. | ||||||||||||||||||||||||
| You can hide the Sort column when not in use. Right-click the column heading and choose Hide Column. Right-click any column and choose Show Hidden Columns to display the hidden column. | ||||||||||||||||||||||||



