Hi, Troy. I support this suggestion and I hope it happens. But I know
that it would be a big change, and in the meanwhile I am all about the
workaround, so let's discuss how you could schedule your expense reports.
First, you want the task to go away once it's completed and not appear
in your to-do list until the first of the next week. That's easy enough,
you juat have to set it to reoccur monthly with a start date of the
first of the month. The only problem is that you can't code "start date
= the first of every month" because all of the recurrence formulas are
for coding the due date. The start date is then calculated by due date
subtract lead time. So you can code the due date for the 28th of every
month with a lead time of 27 days. Whenever you mark this complete
(either because you genuinely completed it or because you decided to
skip this month) the task will be reset to start the first of the
following month and will remain inactive until the next month turns.
But you are also asking for no due date. I'm guessing that means that
you do not want to have to deal with it if this task becomes overdue,
due or almost-due. In other words, if you skip making an expense this
month. you do not want the expense report to be showing up on your "due
in the next seven days" list on the 23rd. At this point you cannot do
away with the due date without wiping out your recurrence. So, my
suggestion is this: You still need a due date but you can put it pretty
far into the future. For example, set up the task with a start date of 1
Nov 2016 and a due date of 28 Nov 2116. Lead time should be 100y 28d
(100 years and 28 days), then set the Lock Lead Time tickbox. Set
recurrence so the task reoccurs the 28th of every month. Now, when you
mark the task complete, the start date will reset to the first of next
month amd the due date will be 100 years in the future so it will never
show up in and due date reporting you might do.
Please let me know if this helps.
-Dwight
On 11/15/2016 4:23 PM, Troy Lundblad wrote:
+1 for me.
Another example would be to file my previous month expense report.
Don't want it to show up until the first, but it doesn't really have a
due date. I just want to be reminded and for it to reset once I complete
it and I don't want it clogging up my screen until the first of month.
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