Recurring tasks by Business Day
partially complete
T
Tyler Otto
I have several clients where items need to be done by "the third business day of the month" (or any other number). Would be great if we can have the recurrence be dynamic and adjust the due date based off which business day it is.
To that end, it would be awesome if we could have a place to set up our company calendar so we can have it exclude certain holidays from our "Biz Days".
E
Erica Hughes
Love the way we can set by business day in the closing section, bumping this up for NCT tasks!
B
Ben Stein
partially complete
This is complete!
Note: this does not yet include a holiday exceptions list
T
Tyler Otto
Ben Stein I like that word "yet"
E
Erica Hughes
We're noticing a lot more of our clients are requesting this feature for the Closing tasks, so adding a comment here to help bump it up.
Same as Katie's note: Would like to give closing tasks due dates on certain days of the week throughout the month. For example, the second Wednesday of the month.
S
Shana Murraywolf
Merged in a post:
Closing tasks on specific days of the week
K
Katie Redman
Would like to give closing tasks due dates on certain days of the week throughout the month. For example, the second Wednesday of the month.
B
Ben Stein
This is under review for closing tasks but can currently be done for Non-Closing Tasks:
T
Tyler Otto
Ben Stein: That kind of works, but not exactly. Some of my bigger clients will want thing turned in on the 7th business day, and depending on weekends, that could anywhere from the 9th to the 11th. Doing it to the "2nd monday" would put it on anywhere from the 8th to the 14th.
not a deal breaker, but this feature would definitely help manage around weekends and holidays for those of us wanting to manage the workload and client expectations on a traditional work week.
B
Ben Stein
Tyler Otto: Gotcha!
B
Ben Stein
under review