Add a "Skip this time" or "Not Applicable" to repeating tasks
partially complete
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Melissa Crosby
Sometimes, repeating tasks will have something that is only applicable intermittently. For example, if I run weekly payroll but there are some weeks that require extra steps while others do not and it is not on a set schedule as to which weeks will require the extra steps - I want the checklist to be there for weeks that it's necessary, but I don't want to mark it as "done" when it's not necessary, I want to "skip" it or be able to cross it out for that week that it doesn't apply.
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Ben Stein
marked this post as
partially complete
marking this as partially complete because it sounds like this "canceled" solves most user needs, but there are additional improvements in the comments
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Ben Stein
Hi folks - I'm curious whether you feel the Canceled status accomplishes this: https://help.doublehq.com/en/articles/9190042-task-statuses#h_22bf83d7e2
And if not, why not?
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Nikki Wood
Ben Stein recently, I had two people on my team worried that "canceled" meant forever. Clearer wording could help, such as the "skip." And honestly, I didn't know the Canceled was an option when I upvoted this.
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Ben Stein
Nikki Wood you can actually change the name of the canceled status to skipped if that makes it clearer! (in your practice settings)
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Katie Carlisle
Ben Stein It would be helpful to have the ability to assign the canceled (X) functionality to additional statuses. Sometimes ‘Canceled’ is a good fit, but in other cases, like quarterly tasks on monthly clients, we use ‘N/A.’ Being able to apply the canceled/X behavior to additional statuses would give us more flexibility
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Chet King
Ben Stein Does this "close" the task just like marking it "complete" does?
If so, this is great!
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Jenny Empson
Ben Stein does it show as still incomplete? Also canceled to me means we aren’t doing this again and it’s a team member flagging the task for deletion!
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Melissa Crosby
Ben Stein no, I don’t want to skip the whole task, just items on the list ON the task. For example: the task is to run payroll - I still need to run payroll, but one of the subtasks is only applicable once a month, but always randomly within that month. I don’t want to remove it from the list so that it doesn’t get forgotten, but I also don’t want to mark it as having been done on a week that it was not done.
Currently, what I’ve been doing is making a comment on the task, stating what I have done and why/why not, but then I have to remember to “resolve” the comment and have to go back to previous comments later. Payroll is only one of the examples.
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Nat Begej
Ben Stein I'm in the same camp as Nikki. I just went and changed the name to skipped and that accomplishes what I need. Thanks!
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Ben Stein
Chet King yep - that's what it does!
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Ben Stein
Melissa Crosby got it - so for subtasks?
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Michele Martinek
Ben Stein it would be awesome if we could add additional statuses that "skip" that instance and behave like the cancelled status. It would help have some visibility into why the task was cancelled and also help to track maybe if you're constantly cancelling tasks because the client didn't provide the statements or is it because you only reconcile that account quarterly or does it just not apply to this close?
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Patricia Dahlstrom
Katie Carlisle I do agree with this.
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Patricia Dahlstrom
Melissa Crosby I agree with this.
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Patricia Dahlstrom
Michele Martinek I agree with having a way to mark why something is cancelled/skipped to better track if there is a communication issue with a client or if its a quarterly client, etc.
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Christopher Brown
Michele Martinek I agree as well. It would be nice to know why it was skipped.
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Tiffany Vessey
Ben Stein Canceled implies that the task is no longer required. Where as Skip this time or not applicable indicates that it is an ongoing task but is not required for this specific period. Either way it needs to reflect that the task is no longer displayed in open task counts.
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Tiffany Vessey
I want this too, but I want the Not Applicable to also remove it from the open tasks count since it isn't really an open task if we don't need to do it.
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Rebeccah Johnson
This would be nice. BUT we've added 'Canceled' for this purpose, to indicate needed in future, but not completed in this close.
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Jenn Kintz
Huge!! Helps reviewers of work as well to know which steps were actually done vs "skipped" if not needed that cycle. Right now to clear the checklist, everything has to be marked as completed, which is misleading.
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Mariann Sampson
This would be fantastic as there is a report we only pull once a year, but we don't want to forget about it.
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Nikki Wood
Love this idea!