I would love the Community's help in finding a solution our Task Template problem.
We have a task template that is pre-assigned to a design to quickly work on urgent / quick turnaround requests.
When a project is created, the project owner attaches the template.
The template is set up so that if a project is submitted PRIOR to 1130 am, all tasks will be assigned for same day.
1. However, we only want the designer to see the first task, not the Design Revisions or Prep Final files task. Currently the designer is seeing all three tasks.
The template is also set up so that if a project is submitted AFTER 1130 am, all tasks will be assigned NEXT business day.
The template is also set up so that if a REVISION or APPROVAL is given AFTER 1130, the tasks will be assigned NEXT business day.
We have discovered that the REVISION and PREP FINALS task are not showing up as expected. See below for descriptions.
Please let us know if you need further details. Happy to provide.
Solved! Go to Solution.
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Further details would be helpful as what you've currently provided is unclear. (additionally, for me, the screenshots are unhelpful since they don't show your problem tasks, nor did you indicate what "not showing up as expected" means (are you saying that tasks were supposed to magically appear? Or, what was expected, and what showed up instead?))
I think I'm able to comment very generally on two things.
1) Your users will be able to see the entire task list -- this is the normal, default view. If you don't want them to see everything, you should investigate either teaching them how to filter their project task list, or make them work out of a report.
2) Task due dates do not change based on when other tasks are completed. They change based on a manual change to the date columns, a change to task constraint, or a change to predecessor or predecessor lag. I would be interested to hear what is set up for you (automation?), such that making an action outside of these sets you up to expect a due date for same day vs next business day.
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Further details would be helpful as what you've currently provided is unclear. (additionally, for me, the screenshots are unhelpful since they don't show your problem tasks, nor did you indicate what "not showing up as expected" means (are you saying that tasks were supposed to magically appear? Or, what was expected, and what showed up instead?))
I think I'm able to comment very generally on two things.
1) Your users will be able to see the entire task list -- this is the normal, default view. If you don't want them to see everything, you should investigate either teaching them how to filter their project task list, or make them work out of a report.
2) Task due dates do not change based on when other tasks are completed. They change based on a manual change to the date columns, a change to task constraint, or a change to predecessor or predecessor lag. I would be interested to hear what is set up for you (automation?), such that making an action outside of these sets you up to expect a due date for same day vs next business day.
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Replies
Total Likes