Tasks that are planned (and assigned to a staff member - cdtaskstatus = P) will not appear in the MyTask List if the Date Planned is more than the Current Date plus the number of Days in the validation setting ClickHome.MyTasks.HideAppointmentsUntil

This allows you push out (like a snooze button) the task to an Alternative Date Planned after you have done the initial followup, and snooze it for another 1 or 2 weeks.


Tasks like Land Settlement and Finance Approval will usually appear quite early in the preconstruction workflow, but will only be a precedent, for example, for doing Scheduling later down the flow.


If the Settlement / Finance Tasks comes in earlier than expected (you could also use Reminders as a user to prompt you) then you can still search for the Job and Complete the task as it is already Planned and ready to be Completed.

If it does not come in, then the Task will appear again in your MyTask list at the appropriate date for you to followup once more, and then repeat the process if necessary - note that using Reminders is also key for followups on these kind of tasks (settlement, finance etc.)

To use this functionality a user requires the opcode 7309 RevisePlannedStart to edit the Date Alternative Planned field within a Task - usually with a relationship of being assigned the Task.

Pushing them out would therefore push out the estimated date of the Scheduling task (in this example) only if they become the bottleneck  - so they only affect if they are the hold up where everything else in-between has been completed but we're still waiting for Settlement or Finance.


Example Setup:


Validation Entry (default of 5 working days) - Note that changing this setting will only affect the interface after the Application Pool refreshes as it is a system-wide application setting)


Joe has a Task that has been followed up today, but we won't be ready to complete it until the end of July, but it is still only a 1x Day Duration task so it should be completed on the same day it is 'Planned' - which the system currently expects is today.


Joe can set a 'New' DatePlanned (Alternative Date Planned) for this task, in order for this Task to still only take 1x Working Day of the 31st of July. It will then only come up in his MyTask List 5x Working Days before the 'New' Date Planned (Alternative Date Planned) of 31st July.


Task is now no longer showing after hitting the 'refresh' icon on the MyTask list or waiting for the auto-refresh interval - Note 10x Tasks now and not 11x Tasks.


In the Job itself, you can see that the Task has an Estimated Date (Forecast) of 31st July now but you can still see the original Planned Date. The tasks that occur after this are also 'pushed out' in terms of Forecast - this gives you a more realistic timeframe for your Job knowing that you were unable to complete this Task immediately.


If at any point Joe wants to see all of his Tasks that aren't showing in the MyTask List (Date Planned is in the future more than 5x Working Days, then he can run the standard report 'My Task List' and see all the tasks that are not showing in the regular MyTaskList interface.

At any point Joe can still search for the Job and complete the task within the Job's Task List as per usual.