This document will explain how to tailor the MyTask list to include/exclude tasks based on the task status and the Date Planned. Before configuring the validation settings, see the article MyTasks List Configuration : ClickHome Support for an explanation on the order of precedence that the MyTasks settings operate with. As of the HTML 5 UI, these settings will be deprecated.
The estimated date will only be affected if the delayed task is a precedent for a future task, and the planned date for the delayed task makes it the final task to be completed before the future task can be planned.
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) - this value goes in sgtext1
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.