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Jaxelle
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October 5, 2023
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Planned completion date - a break down per task in an issue?

  • October 5, 2023
  • 1 reply
  • 1058 views

I think I know the answer but wanted to pose it to the community to see if anyone has any other ideas / suggestions.

 

One of my teams are under resourced:

- They have many requests sitting in a queue.

- They don't don't want to convert requests into project based on the teams work load / time availability 

- They have 3 different job functions working on each request (copywriter, designer, translator) who are all working on the 1 planned completion date that pulls though on the issue despite all having different durations to finish their individual tasks.

 

QUESTIONS:

1. Is there any way to break down the planned completion date? (without converting it into a project)

2. Has anyone encountered something similar and have advice on how to manage this so they can all work to an individual deadline on an issue?

 

Thanks as always

 

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    Best answer by Madalyn_Destafney

    Hi there, converting an issue to a task is exactly that - making it into a task within an existing project. Converting an issue to a project usually means you're taking the request and then converting it to a project with a template that has multiple tasks/assignments instead of converting it to a singular task.

    @heather_kulbacki yes, you can attach a custom form in the issue > task conversion.
    @jaxelle if each request sounds like it involves 3 people/functions to complete them, you could either:
    - Leave them as issues and assign the necessary people/functions to the issue and modify the overall planned completion/due date - this would mean they'd need to know when their own portion is due. Which may make more sense to ...
    - Convert them into a project using a project template that already has the tasks for the 3 functions and even assignments, if applicable. If your durations are pretty turn-key, could have them set in the template too and then converting to project using a template and making the project Current seems pretty low LOE.

    - Convert them all to tasks as Heather mentions above, and can set each task's planned completion date accordingly. 

    1 reply

    Heather_Kulbacki
    Heather_Kulbacki
    New Participant
    October 5, 2023

    @jaxelle  Could they have 1 project and convert those issues to a task with a template that has a sub-task for each function.

    It's been quite awhile since I've converted an issue to a task, I can't remember if you can use a template during the conversion or if you have to add the sub-tasks template after you've created the initial task from the issue and place those tasks under the correct parent task.

    J
    JaxelleAuthor
    New Participant
    October 9, 2023

    What's the difference between converting an issue into a project rather than a task?

     

    They're trying to avoid any extra manual tasks (although I know it's a quick thing, they don't want any extra steps)

    Madalyn_Destafney
    Madalyn_DestafneyAccepted solution
    New Participant
    October 9, 2023

    Hi there, converting an issue to a task is exactly that - making it into a task within an existing project. Converting an issue to a project usually means you're taking the request and then converting it to a project with a template that has multiple tasks/assignments instead of converting it to a singular task.

    @heather_kulbacki yes, you can attach a custom form in the issue > task conversion.
    @jaxelle if each request sounds like it involves 3 people/functions to complete them, you could either:
    - Leave them as issues and assign the necessary people/functions to the issue and modify the overall planned completion/due date - this would mean they'd need to know when their own portion is due. Which may make more sense to ...
    - Convert them into a project using a project template that already has the tasks for the 3 functions and even assignments, if applicable. If your durations are pretty turn-key, could have them set in the template too and then converting to project using a template and making the project Current seems pretty low LOE.

    - Convert them all to tasks as Heather mentions above, and can set each task's planned completion date accordingly. 

    If this helped you, please mark correct to help others : )
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