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?

 

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6 commenti
Spot On Innovative Approach Stellar Advice

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?  

Cansu Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalità di Wrike e le best practices

Cansu Wrike Team member Conosci le straordinarie funzionalità di Wrike e le best practices

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Spot On Innovative Approach Stellar Advice
  • Cansu Of course, thank you for asking. In this instance it would not, as marking the milestone as completed would then alter the status of the task. That status is what the calendar is pulling in to make the layers. 

 

For example:

Created a milestone> Change status to "Email sends"> Layer for email calendar pulls in all milestones tied to the "Email sends" status. 

 

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Spot On Innovative Approach Stellar Advice

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!

Cansu Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalità di Wrike e le best practices

Cansu Wrike Team member Conosci le straordinarie funzionalità di Wrike e le best practices

0
Spot On Innovative Approach Stellar Advice

Cansu 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!

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Spot On Innovative Approach Stellar Advice

CansuThis 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.

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Spot On Innovative Approach Stellar Advice

Hi Aimee Reistad, happy to hear that! Always here to help🙋🏻‍♀️

Cansu Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalità di Wrike e le best practices

Cansu Wrike Team member Conosci le straordinarie funzionalità di Wrike e le best practices

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