Propose and Accept a Task Due Date on the Work Plan Page

When a task is part of a hand-off chain, directly modifying its due date may affect the due dates of other tasks in the chain. If the hand-off chain contains tasks from different companies, each company should be aware of the potential changes to their tasks. To solve this issue, updated due dates can be proposed without affecting the actual task due date. This enables the companies with tasks in the chain to review proposed due dates before they are accepted.

When a proposed due date is accepted, it is removed from the task and becomes the current task due date. If the accepted due date occurs on a non-work day, the Use Only Work Days setting is cleared and the due date is updated. If a task with a proposed due date is committed, the proposed due date is removed, and the current due date is updated to match the committed due date.

To learn more about task due dates, see Understanding Tasks App Concepts.

To propose and accept a task due date on the Work Plan page:

  1. In the object selector, select Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Tasks, and then select Work Plan.
  3. On the Work Plan page, right-click a task in the hopper or planning board, and then select View Task Details.
  4. In the Task Details dialog box, in the Proposed Due Date field, select a date by which the task must be completed.
  5. Select Save.
  6. When you are ready to accept the proposed due date, you can do either of the following:
    • In the Task Details dialog box, select Accept.
    • Right-click a basic or configurable task card, and then select Accept Proposed Due Date.
  7. All changes made to this page are saved automatically.

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