Basic Replanning of Tasks
1. Select the Task when it is in the planned state
2. Move to new date
1. Double click into the task
2. Change given dates and or length of task
3. Move to new date
(This will not show replanned labels if the setting is not turned on by admins. Please watch video below to learn more)
Task Replanning Settings
The Replanning feature is optional and only admins and the tasks assigned team members can confirm a new date, while others can only move it back to the original date.
With this feature turned on, you will now see labels on replanned tasks that are in a planned state. The labels will include "replanned" and the original planned date. Select the original date label to send it back to the original date.
Additionally, Selecting the replanned icon will provide you with next step options should you chose to leave the task on the new date.
In the CSV Export Options of the Insights Panel, you can select to include actual start dates, actual durations, planned weeks, and other relevant fields. Empty fields will be reflected as empty columns in the CSV file.
If multiple users edit the same tasks simultaneously, a warning message will appear indicating that the task was updated elsewhere. Clicking on the warning opens another window highlighting the changed field. Users can then decide whether to override with their own changes or close the window, preserving the changes made by others.
This feature will help resolve inevitable conflicts as tasks are pushed out. When reviewing conflicts, in the past, users would normally have to go through them one-by-one, but now, simply click one conflict. Once you click the conflict, you can say if you want to apply the same resolution for all the conflicts on the task. Then, whenever you make an adjustment to an associated task, the remaining tasks will automatically adjust.
A second feature is moving conflicting tasks. When selecting a conflict, you can again check the box that says apply for all conflicts on the tasks, and you'll automatically see the numbers update. Once the user hits update now, everything associated with the plan can be pushed and be replanned to new start dates. Most importantly, the new feature also tasks into account weekends and holidays.