Recommit to a Task on the Work Plan Page
If you are unable to meet the due date of a previous commitment, you can recommit to work on the task. Select one or more reasons for missing the previous commitment, and then select a new due date for the recommitment. You can optionally add comments to further explain the recommitment. Track task commitment history on the Commitments tab of the Task Details dialog box. If a proposed due date exists for a task, it will be displayed on the Commitments tab. This enables you to review the proposed due date before selecting the same or a different due date for the recommitment. When a task is committed, the proposed due date is removed from the task, and the current due date is updated to match the committed due date.
To learn more about task commitments, see Understanding Tasks App Concepts.
To recommit to a task on the Work Plan page:
- In the object selector, select a project.
- In the sidebar, hover over Tasks, and select Work Plan.
- Recommit to a task using either of the following methods:
- On a task with commitments, select the Pending icon or the Commitments icon on a task card or in the info bar, or right-click the task card and select Recommit to open the Recommit Task dialog box.
- Right-click a committed task on the planning board, and then select View Task Details. In the Task Details dialog box, select the Commitments tab.
- In the Recommit Task or Task Details dialog box, complete the following fields:
- Due Date: Select a due date for the recommitment.
- Reasons Missed: Select one or more reasons for missing the previous commitment.
Note: You can use the Select Reasons Missed dialog box to add new reasons. Select Manage Reasons to view the Reasons dictionary.
- (Optional) In the Comments field, add any comments you may have regarding the recommitment. Comments for each recommitment are visible in the Commitments detail window.
- Select Recommit.
- (Task Details dialog box only) Select Save.
- All changes made to this page are saved automatically.
Tips
- To delete the most recent commitment, select the Delete icon on the Commitments tab, and then select Yes. The task displays the due date of the next commitment in the list.
- You cannot commit to task milestones.
- If a task is part of a hand-off chain, changing its due date directly, accepting a proposed due date, or setting a new committed due date will cause the task and other tasks in the chain to be moved. The current hand-off mode determines the movement of a hand-off chain when any of the tasks in the chain are modified:
- Keep Hand-offs: Maintain hand-off logic, but allow for the addition or consumption of slack between tasks.
- Break Hand-offs: Only maintain hand-off logic until the slack between two tasks reaches zero.
Last Published Tuesday, May 21, 2024