Remove a milestone or task date from showing up as overdue
Details:
1) I have a dashboard that pulls in all of our overdue projects, tasks, and subtasks. This allows me to quickly see what is overdue and check to see if something need to be followed-up on, vs. updated, etc.
2) We have a campaign calendar per each large campaign, plus a big picture view one that shows all campaigns. Each layer has a designated category where we can see for planning purposes when email sends, social, literature etc are all going out.
3) These milestones are built into each campaign so they can be pulled into the layers for the calendar.
Issue:
Whether I have the task setup as a milestone or a regular task, once that milestone date has passed it goes red. It then gets pulled into my overdue dashboard, but it isn't truly overdue it's simply a data point of information for the calendar.
Solve:
How can I put a milestone date into a task, allow it to pull into the proper calendar layer - without it affecting our overdue dashboard? Is there a way to shut off that ability on specific tasks? So it doesn't look like the project is overdue?
Hi Aimee Reistad, may I ask if marking the milestone as completed and changing the filter options to see all tasks would be helpful in your case?
For example:
Created a milestone> Change status to "Email sends"> Layer for email calendar pulls in all milestones tied to the "Email sends" status.
Hi Aimee Reistad, thanks for getting back to me. The only way I can see this happening is to create a status "Emails Sends" in the completed group and then to change filter settings in your calendar to show "All Tasks".
There is also an option to remove the milestone tasks by applying filters on your dashboard, select all but milestones:
I hope this helps!
@... That is actually how I have it setup now, "email sends" - however I have them under "active" and not completed. I'll see if that helps. Thank you!
@...This seems to have worked. Thank you very much. I'm glad this got fixed before I had to make these calendars bulkier, that would have been a lot of rework. I appreciate your help.
Hi Aimee Reistad, happy to hear that! Always here to help🙋🏻♀️