The next step is to decide whether this new activity has a starting date or due date. This depends on what kind of activity it is. You will find your Dashboard maps are much more useful if you are consistent about the use of dates on tasks.

 

For any activity, you can define up to three pieces of date information:

 

ResultsManager recognises six different combinations of Start / Review DateDue Date and the Deadline marker. These reflect different types of activity. They are:

 

Start Date

Due Date

Deadline

Meaning

-

-

-

Start and finish this as soon as possible, and remind me about it from today

Yes

-

-

Remind me about this from the Start date, finish as soon as possible after that

-

Yes

-

Start this as soon as possible, and preferably finish it by the Due date

Yes

Yes

-

Start this from the Start date, and preferably finish it by the Due date

-

Yes

Yes

Start this as soon as possible, and it must finish by the Due date

Yes

Yes

Yes

Start this from the Start date, and it must finish by the Due date

 

 

You can type dates by hand (following the "short date" format on your system), or you can browse for dates with the buttons. The options are the same for both start and due dates.

 

The "date list" button  lets you pick from a predefined set of dates:

 

Choosing predefined dates

 

For example, if you were reviewing an existing project and decided to bump a follow-up phone call to next week, you could click on "One week from now" to change the date.

 

Clicking on "More dates..." or clicking on the date browse button () displays the Date picker:

 

Date picker dialogue

 

If you set a Due date for an activity, then the browse button (  ) for the Start date will offer a list of prior dates, relative to the Due date:

 


Choosing a relative Start date

 

If no Due date has been chosen then the list is the same as the Due date (tomorrow, end of month etc.) Note that ResultsManager converts these relative dates to an actual calendar date and saves that. Changing the Due date afterwards will not automatically move the Start date to maintain the same gap.

 

Working with Start and Due dates

 

If a Start or Due date is set on an activity, and the option for automatically rolling incomplete activities over is enabled in the ResultsManager Dashboard Options, then ResultsManager will keep bumping the date of overdue activities to today until they are complete. This means that even if the date has passed, you will still see this activity in today's Dashboards unless you decide to change its status.

 

If no date is given for an activity, ResultsManager looks "up" the tree for a parent Project or Result to see if there are any dates there. If it finds a Start date on the parent Project or Result, then it will not display this Activity until the Start date of the parent Project or Result are reached. This feature can be switched off by disabling the option "Automatically inherit activity settings" in the Dashboard Options dialogue.