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Teamwork.com

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Reschedule a Teamwork.com milestone
Write

Move a Teamwork.com milestone to a date the work supports

For project managers who want a realistic new milestone date in Teamwork.com, based on the open work, by asking their AI assistant.

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Reschedule a Teamwork.com milestone
Move the Beta release milestone on the Fabrikam app project in Teamwork.com. What date is realistic?
Beta release has 9 open tasks, 2 of them overdue, and the latest is due 18 November. - Proposed date: 20 November, two working days after the last task - Undated: 1 task has no due date - Estimates: 34 hours of work remaining - Comment: Moved to 20 November to fit the remaining test and fix work Shall I move the deadline to 20 November?
Teamwork.com
Sample figures. Your results come from your own account.
teamwork-com-get-projects
teamwork-com-get-milestones
teamwork-com-get-tasklists
teamwork-com-get-tasks
teamwork-com-update-milestone
teamwork-com-create-comment

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Teamwork.com

Teamwork.com
Run it on your own Teamwork.com data.

Connect Teamwork.com, pick your AI tool and paste the prompt.

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The problem

Moved milestones that miss their new date too

Moving a Teamwork.com milestone means checking the open work behind it to pick a realistic date, then telling people why it moved. Without that check, the new deadline is often as unrealistic as the old one.

Without PopdockAI

  • Open every task list behind the milestone
  • Count overdue and undated tasks by hand
  • Pick a new date that feels about right
  • Explain the change in a separate message

With PopdockAI

  • Open tasks, overdue work and remaining estimates are read
  • A date is proposed, or yours is tested against open work
  • You confirm the date and the comment separately
  • Only the deadline changes, and the result is read back

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Move the deadline of the milestone matching {milestone-name} in the Teamwork project matching {project-name} to {new-deadline}, or to a proposed date when that is blank, and record why.

**Step 1: Identify the project**

Call `teamwork-get-projects` with `name.contains` set to {project-name}. If nothing matches, say so and stop. If more than one project matches, list them with `project-name`, `company-name` and `status`, ask which one is meant, and stop. Keep the `project-id` for every later call.

**Step 2: Identify the milestone**

Call `teamwork-get-milestones` with `project-id` and `name.contains` set to {milestone-name}. If more than one matches, list them with `deadline` and `completed`, and stop. If it is already completed, say so and stop. Keep `milestone-id`, `deadline` and `original-due-date`.

**Step 3: Look at the remaining work**

Call `teamwork-get-tasklists` with `milestone-id`, then `teamwork-get-tasks` with each `task-list-id`. Ignore completed tasks. Work out: open task count, overdue open tasks, the latest open `due-date`, open tasks with no due date, and total `estimate-minutes` remaining.

**Step 4: Settle the date**

* When {new-deadline} is given: check it is an ISO date after today. Warn, but do not refuse, when it falls before the latest open task due date.
* When it is blank: propose the latest open task due date plus two working days. If no open task has a due date, ask the user for a date and stop.

**Step 5: Confirm, then write**

Show the milestone, its current deadline, the new deadline, and the evidence from Step 3. Draft a one-paragraph comment giving the old date, the new date and the reason. Ask the user to confirm the date change and, separately, whether to post the comment. Only after an explicit yes:

1. Call `teamwork-update-milestone` once with `milestone-id` and `deadline`, and nothing else.
2. If the user agreed to the comment, call `teamwork-create-comment` once with `object-type` milestone, `object-id` the milestone-id, and `body` the agreed text. Leave `notify` blank unless the user named who to notify.

**Step 6: Verify**

Call `teamwork-get-milestones` with `project-id` and `name.contains` again and confirm the new `deadline`. Report the before and after dates.

**Rules & Guidelines:**

* The only write tools this prompt may call are `teamwork-update-milestone` and `teamwork-create-comment`, each once, after confirmation.
* Do not change task due dates with `teamwork-update-task`, and do not call `teamwork-complete-milestone`. List tasks whose due dates now fall after the new deadline so the user can decide.

**Validation:**

* When the milestone has no task lists, say so, and base the proposal on the user's date only.
* When the update fails, report the error and do not post the comment.

Who it's for

One answer, three teams that use it

Project managers

Pick a date you can actually hit

See the open and overdue work behind the milestone before you commit to a new date with the client.

What is a realistic new date for the UAT sign off milestone on the Contoso rollout in Teamwork.com?

Delivery leads

Test a date someone has asked for

Check a requested date against open work and get a warning if tasks are still due after it.

Can we move the Go live milestone on the Northwind Traders project to 12 December? Check the open tasks first.

Project coordinators

Record why a date moved

An explanatory comment goes with the change, so everyone following the project can see the reason.

Move the Design complete milestone on the Fabrikam site project to 20 November and add a comment explaining why.

How it works

What PopdockAI does when you ask

You name the milestone and your AI assistant checks the work behind it before suggesting a date. Nothing changes until you confirm, and task dates are left for you to decide.

01

Ask

You name the project and milestone, and optionally a new date.

Your AI tool

02

Check

It reads open tasks, overdue work, latest due date and remaining estimates.

teamwork-com-get-projects
teamwork-com-get-milestones
teamwork-com-get-tasklists
teamwork-com-get-tasks

03

Confirm

You agree the date and, separately, the explanatory comment.

No items found.

04

Update

It changes only the deadline and reads the before and after dates back.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Teamwork.com and one secure connection to your AI tool. No code, no exports.

get-data

teamwork-com-get-projects

Returns Teamwork.com projects with status, company, owner, category and dates. Filter by name, member user ID, project ID, start date, category name, end date, company ID, status and company name.
get-data

teamwork-com-get-milestones

Returns project milestones from Teamwork.com with deadlines, completion and progress. Filter by deadline, completed, name, status and project ID.
get-data

teamwork-com-get-tasklists

Returns task lists from Teamwork.com projects with their milestone, status and dates. Filter by milestone ID, name, status and project ID.
get-data

teamwork-com-get-tasks

Returns Teamwork.com tasks with status, priority, assignees, due dates and estimates. Filter by task list ID, task ID, due date, status, name, priority, assignee user IDs, project ID and tags.
run-action

teamwork-com-update-milestone

Changes the details of an existing Teamwork.com milestone. Only the fields given are changed. Needs the milestone ID. Can also set name, private, reminder, deadline, description and responsible party IDs.
run-action

teamwork-com-create-comment

Adds a comment to a Teamwork.com task, milestone, notebook, file or link. Needs the object type, object ID and body. Can also set private, notify and content type.
Read only.Nothing in Teamwork.com Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Milestones moved to dates the work supports

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Related use cases

More ways to put this data to work

All Ramp use cases

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