"Dead" Projects Still Showing Tasks for Users

[KristofferMi1]

We have noticed that when we've changed the status from "Current" to "Dead", any tasks assigned to users still show in their lists.  When you change the status from "Current" to "On Hold",  task are removed from their lists.  I would think the same would happen for "Dead" projects since they are not required any longer.  We are able to add a filter to remove tasks from these projects, but this will still impact resourcing.  Associates assigned tasks for "Dead" projects will have skewed data for resource management.  Are we missing a step when changing the status?  Thank you!

[Lyndsy-Denk]

Hi, @KristofferMi1. Where specifically do you see this inconsistency?

If it's a report that was built for your instance, I would check the filters to make sure they're excluding projects with certain statuses. Also check to make sure you're using the right filter qualifier because you can filter statuses in a couple different ways:

1. The precise status
2. What that status equates to, which will capture any status that falls into the Equate to category (see screenshot for some of my system's statuses)

If these tasks are showing up in the Home area widgets (My Work or My Tasks), I can see two possibilities:

1. The individual hasn't set the right filters.
2. There might be something about your Status configurations in Setup, especially the Equates With classification.

[KristofferMi1]

Thank you for the response, Lyndsy.  Our "Dead" status for projects is set to equate with "Dead".  But when a project is set to "Dead", all the tasks still appear for any user that's assigned a task for that project.  We could just filter those tasks from all their views/reports, but those tasks are still active tasks and assigned to them.  I would think a "Dead" status would remove the tasks much like "Planning" does.  

[BrittanyGarrett]

Hi there, 

Have you tried clicking into the task itself and changing the status of the individual task to a 'dead' status? I've noticed that even when we put the overarching project into a 'dead' or 'completed' status, often times, we still need to have the task at 100% complete or click into the itemized task (as shown below) and change that status to 'dead' or 'complete' - also, you can check the New Issues dashboard to make sure if there are any outstanding new issues that those also share the same status as the overarching project. I've attached a screenshot to reference (fyi, I've changed our internal terminology, so "New Task" is now "Action Item" and "New Issue' is now "New Item." Hope this helps!

[BethBa4]

We found the user needs to adjust the filters on their view.  We've adjusted so Dead and Complete drop off.

[kautuk_sahni]

@KristofferMi1 Just checking in! Were you able to get this resolved? If you found your own solution, sharing the details would be a big help to others who might face the same issue later on. And if one of the replies here helped, whether it fully solved the problem or simply pointed you in the right direction, marking it as accepted makes it much easier for future readers to find. Thanks again for helping close the loop and contributing to the community!

[KristofferMi1]

Thank you for following up, Kautuk! We ultimately adjusted our filters to remove those tasks from everyone's task listing, but they are still showing when we view their tasks without the filter applied.  This means they are impacting our resource capacity.  I've attached two screenshots showing the project with a dead status, and the tasks still showing in my Future Task list.