View future tasks in Calendar widget
M
MGT Candice Gallion
I rely on the Calendar widget to plan our shifts, but currently, I have to create duplicate records for the same task to see future tasks. It would be great to have a feature that allows viewing future tasks directly in the Calendar widget without needing to create duplicates.
Jon Darbyshire
Hey MGT Candice Gallion, thanks for your feedback! Following up on this:
- Can you provide more details on how you envision the future tasks being displayed in the Calendar widget?
- How far into the future would you typically want to view tasks?
- Would you like to have the ability to customize the view of future tasks in the Calendar widget?
M
MGT Candice Gallion
Jon Darbyshire
- We use the calendar for Finances. We need to do future planning and it is difficult to see what is due if we cannot see the future bills in the calendar.
- We are using "tasks" as shifts for our staff so we can see where people are supposed to be working- contractors, massage therapists, administrators and the tile of the shift so we can plan out our staffing budget according to project load and income. We need to see this in the future for planning. Not being able to see the tasks in the future really limits future planning on all levels, especially in calendar view. It doesn't affect us in other views.
I am including screenshots on how we use your cal widget right now so you can see a visual. I did figure out a work around but it is extremely tedious. I have to go into each day of the week and start the repeat from that day...so Monday Start repeat, go to the next week, start a repeat task, next Monday, Start another repeat task...and then do the same for Tuesday, Wed, Thursday for however many weeks we want to see. This is our main use is future planning.
- Ideally the future task would be seen for the year for finances. There are quarterly fees due, sales tax due quarterly, yearly fees due, monthly fees. This would be for the finances.
- For Shifts, we would probably like to plan our shifts 3 months in advance if we know that person will stay on that shift type for 3 months. Our shifts don't really change often. We have a small team. The less admin time it takes setting it up the better.
- Yes customization would always be a plus. Emma showed me your filter widget to use to toggle field types which I Think will be very helpful. Some of our team members prefer using a list view and calendar view instead of the grid view. It helps them have less visual clutter and still be able to see everything. If we allow excessive filters, they will miss important tasks.