Tasks should not appear on the dashboard until the date they start
feature-under review
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Andre Hadzi-Pavlovic
Merged in a post:
Task List > Tasks created today with a Start Date in the future shouldn't appear in the Task List until the Start date
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Randy Fountain
Reported by SafeBox.
Only show tasks on the task list on the date the task is set to start.
Safe Box Auto Charges some tenants annually. I explained that storage software convention is to charge monthly & advised to process a payment for 12 months then add a Task to charge for 12 months on their next PTD & set the task Start Date as the next PTD.
When task was created it appeared on her list of tasks. Nancy understandably doesn't want the task to appear in her task list until the start date as it will unnecessarily add clutter to her list.
In the attached example & set 01/01/20254 as the start date & it appears on the list today.
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Sarah McDougall
Tony Gardner Menards is requesting the ability to create custom tasks that can recur each month, but Randy and I believe the above should also apply. Should we create a separate request for creating recurring tasks or amend this one to include recurring?
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Randy Fountain
Tony Gardner Sarah McDougall
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Tony Gardner
feature-under review
A
April Lee
Shaina Cossairt I think all open tasks should show but probably in order of due date if there is one present (overdue first) and start date when no due date is present. Thoughts on this?
Shaina Cossairt
April Lee I tend to gravitate to the way it works in Cloud. All of the future tasks are available to view on the calendar but the only ones showing on the tasks today are those that are scheduled for today or in the past that are still pending. Having it filled with future tasks is a little overwhelming. I think users would want to see whats pending for today, not a week or a month from today. If there are plans to have a calendar feature in QMS, then I would see all future tasks showing there.