Task timelines able to be set relative to project due date | Voters

Task timelines able to be set relative to project due date

Rowena Brook

Right now, task timelines can be set relative to the contract signed date, but it would be helpful to have the option to set timelines relative to the project due date instead.

August 11, 2023

Nicole Chastagner

This would be important for me as I do events. My deadlines and start times are always relative to the due date. For example, I want a follow up meeting 6 weeks before the due date. Then there are tasks that I want to be due 2 weeks before the project due date, etc.

My project workflow dates are determined (in this order) by:

Date the client wants a physical deliverable in-hand
Dates the client provides their wording and pays invoices
Amount of edits requested after wording/payments but before their shipping deadline
time a couple of printers/service providers take to process my order for the same project.

So I can't set anything up based on the date they sign a contract. Because ultimately clients don't follow MY timeline. And I don't want to see a bunch of "hopeful" task dates in my focus area or as cards on a project task kaban until I can realistically act on them.

Having default to-dos available for Project Task stages (just like the Opportunities) could also provide a similar result (at least for how I am currently processing projects through Moxie). :)

Lisa Doiron

I agree, my projects start date depends on my availability and their requirments, and the start date/tasks can start months after my client has signed the agreement.

Geoff Mina

Lisa Doiron: there is a start date field in the package settings in the agreement.

Lisa Doiron

Geoff Mina Yes I know, but since I potentially have more than one proposal out at a time, and whoever completes the proposal and pays the deposit gets the next spot on my calendar, I hesitate to assign a start date until I have a completed proposal and a deposit.

If there is a clean way to do this with the start date in the package settings that I am not understanding, please let me know.

Chiara Broom

Ditto My projects start not on the signature of the contract, but on a date chosen by the client (sometimes weeks ahead)

Jaclyn Ionin

To piggyback, it would also be helpful to be able to set due dates/timelines relative to a certain event within the project vs. signed date or final deadline. For example, if I register an LLC, I have 120 days to file an additional required document. I would like to be able to set that due date from the date of the filing vs. the date the client signs the agreement.