I’m sure I’ve missed something important in the Planned Date rollout. I’m hoping someone can help me.
When I have an to-do item that has both a planned date and a due date then both show up in my Forecast just as expected. Easy peasy.
However, let’s say I have a planned date of Weds and for various reasons I was not able to get that item done. On a naive level I’m expecting in my Forecast view I can just click on that Planned Date as “completed” and it will go away. However, if I click on it as due then the item goes away from both planned and due dates. That’s not what I want!
I realize I can use the repeat feature so the Planned item bugs/alerts me each upcoming day until the due date. That would work just fine. (Or it seems to work just fine so far.) But … there are plenty of cases where I don’t want a repeating planned date …
… so how do I work around an early planned date, and if I am not able to complete the task on that planned date, it “goes away” (i.e. does not show in forecast anymore) and I still see the item on the due date?
It sounds like you’re completing the task
There’s just one task which shows twice in the forecast view. Once because it’s planned and once because it’s due, but it’s the same task, so if you complete it and your view only shows available actions, it’s done and no longer visible.
If you want to remove it from the planned section and not the due section you’d have to remove/change the planned date.
Please be mindful that you don’t have to use both due and planned dates, so if due was working for you, don’t feel Obliged to use the Planned date field.
Thanks for your reply and it all makes sense.
For me I wanted to start using Planned Date as a kind of “tickler” date … the “thing” doesn’t need to be done on that date, but it’s definitely a good time to begin working on it. I very much like how, in my Forecast view the Due dates and Planned dates are nicely separated … visually this acomplishes what I want.
Maybe the “trick” for my situation is simply make sure all my planned dates repeat.
It sounds like Defer dates with an appropriate Perspective may be more practical then a task becomes available once the defer date is here and you know when it’s due.
Planned dates are more for the date you expect to work on something so you can manage your commitments.
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