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Lock Dates on Tasks and Milestones

New Feature Alert! Some of the features mentioned in this article are part of the March 2019 Release and will be available in Sandboxes and on the AppExchange on February 23rd. Existing customers will be automatically upgraded to the version of TaskRay containing these features on March 16th.

Certain tasks and milestones are date-driven and need to occur on a specific date no matter what happens in the project. For such tasks and milestones, TaskRay has the functionality to lock dates.

Tasks and milestones with locked dates cannot be moved (rescheduled). If other dependent tasks are moved around, the locked tasks or milestones will stay put and will not be affected by any dependency updates.

dnd_locked_milestone__1_.gif

 

 

Locked tasks and milestones will display a Lock icon next to them to indicate that the dates are locked.

 

Lock Dates on a Task or Milestone

  1. Locate the task or milestone that you want to lock dates on and open its Task Details.
  2. Double click on the Lock Dates field and select the checkbox. Alternatively, click Edit to enter editing mode and select the Lock Dates checkbox.

    Note: If you do not see the Lock Dates field in Task Details, that means that it has not been added to the Task Field Set. If you would like to add this field to the Task Details layout, your admin would need to modify the Task Field Set (Admin instructions below).
    1. From Setup, navigate to:
      • Lightning: Objects and Fields | Object Manager
      • Classic: Create | Objects
    2. Select TaskRay Task.
    3. Navigate to the Field Sets section and select TaskRay Task Field Set.
    4. Move the Lock Dates field into the In the Field Set container.
    5. Click Save.
  3. Click Save or Save & Close.
    lock_dates_task_details.png

 

Locked Dates - Visual Indicators

In the views under the My Work and All Work tabs, tasks and milestones that have locked dates will be indicated by a Lock icon.

[My Work] My Work View

locked_dates_my_work.png

 

[All Work] Kanban View

locked_dates_kanban__1_.png

 

[All Work] Row View

locked_dates_row.png

 

[All Work] Plan View

locked_dates_plan.png

 

[All Work] Calendar View

locked_dates_calendar.png

 

Schedule Conflicts

Schedule conflicts could occur when a locked task or milestone has a dependent predecessor that is scheduled outside of the specified timeframe. Schedule conflicts will have different criteria depending on the dependency type between the two tasks.

When a schedule conflict occurs, the dependency between the two tasks will turn red in Plan View. All schedule conflicts will appear in the Assistant (All Work views) under Tasks At Risk.

locked_task_dependency_at_risk__1_.png

 

Finish-To-Start

A schedule conflict occurs when the predecessor task has an end date that occurs after the successor task's start date.

fs_conflict.png

 

Start-To-Start

A schedule conflict occurs when the predecessor task has a start date that occurs after the successor task's start date.

ss_conflict.png

 

Finish-To-Finish

A schedule conflict occurs when the predecessor task has an end date that occurs after the successor task's end date.

ff_conflict__1_.png

 

Start-To-Finish

A schedule conflict occurs when the predecessor task has a start date that occurs after the successor task's end date.

sf_conflict.png

 

Milestones

For locked milestones, a schedule conflict occurs whenever any dependent predecessor task, regardless of the dependency type, has either a start date or an end date that occurs after the milestone date.

milestone_conflict.png