Modify the "Due Soon" timeframe on Non-Close Tasks
complete
T
Tyler Otto
I would love to be able to manually determine what is a "Due Soon" task in the Non-Closing task list. Right now, it only flags the tasks under 7 days away, which makes some of those big tasks "Out of Site, Out of Mind".
I don't know if it'd be possible to either:
A) have it be a field we can change in the client or practice settings to determine what "soon" is for our firm, OR
B) Have a Start Date field on the task that we can populate (which perhaps could default to Due Date - 7) that would determine when it shows up as "Due Soon". AKA, if "Today >= Start Date of Task = Due Soon".
J
Jillian Plank
complete
R
Renee Wengrofsky
I would love to be able to manually determine what is a "Due Soon" task in the Non-Closing task list. Right now, it only flags the tasks under 7 days away, which makes some of those big tasks "Out of Site, Out of Mind".
a
awcock.melanie@gmail.com
Agreed - and an option to see all due date tasks. It's very infuriating when you are adding a task and set the due date in the future, and it disappears from the due soon and moves to the due later column, while I am still editing it. And/or the ability to add tasks in the due later header, so they don't disappear on me
E
Erin Manning
Also the Due Later has everything (and I have added tasks due in Jan 2024...) so it would be nice to have more view options....though not sure what everyone could agree upon.
S
Shana Murraywolf
Merged in a post:
Due Later Non-Closing
c
cheryl@simcoeofficesolutions.com
Would be nice to have the ability at the practice or user level to customize the parameters for "Due Later" - would rather have things due in the current month to appear in "Due Soon"
S
Shana Murraywolf
Merged in a post:
Be able to see all upcoming DUE tasks - not just 7 days
T
Tracy
Would like the option to see ALL open tasks on the main page all at once, not just those due within 7 days and/or - be able to customize the time parameter
S
Shana Murraywolf
Merged in a post:
sort by tasks due date
c
cheryl@simcoeofficesolutions.com
Would be nice to be able to sort a list of tasks by due date and be able to apply a filter (eg. next 7 days or month etc) instead of Due Soon & Due Later as delivered in the app
B
Ben Stein
under review