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Deadlines (homeBase : To Do's)

It's mission control for traffic. It's the nerve center of the job schedule. And it lets you totally dominate deadlines. The reinvented Deadlines dashboard lets you master a job's production status, timeline, and calendar. It gives you total control over the work that's needed, who's doing the work, and when the work is due.

deadlines

To update a task deadline, select it from the list, then click this button. The task cannot be edited, but you can edit the deadline date, time due, change the assignment to a different staffer, change the phase the task is in, and include special instructions.

To print a deadlines report, click the print reports button.

You can choose to show deadlines by deadline, start date, or to show tasks that are unfinished and overdue.

You can filter deadlines by specific staff members, or show all deadlines for all staff members by leaving this drop-down menu set to ALL. You can also filter by tasks that have been unassigned.

Select a date range, then select who you would like to show deadlines for - staff member, client, AE/Team, or task. To search for a specific staffer, client, AE/Team, or task, enter it here. Or leave the field set to ALL and click the magnifying glass.

The task deadline's time and date appears in this column. A colored dot indicates the status of the deadline. A green dot indicates that the task is not due yet. Yellow indicates that the task is due now. If the dot is red, the task is overdue. Tasks that are finished are marked with a checkmark.

The staffer that the task has been assigned to appears here. Deadlines can be sorted by date, assignment, job number, task, etc, by clicking on the heading at the top of the column. In this example, deadlines are sorted by deadline date.

The job number for the task deadline appears in this column.

The task name appears in this column.

The phase (or milestone) represents key events such as the dates of creative meetings, client approvals, press checks, etc.

The hours left for this task to be completed appears here. Hours for each task are pulled from the approved estimate for the job. This number represents the total number of hours left from the original estimate, minus the number of hours that have already been entered from time sheets.

This is a visual representation of the completion of the task for this job. If the black bar completely fills a row, the task is 100% complete. You will notice that completed tasks also show no hours left in the previous column.

Any special instructions for this task appear in this column. Special instructions are completely optional.



Updating a job task/deadline

1 Select a task deadline from the list, then click the Update Deadline button.

The Update Task Deadline window opens, displaying the task, deadline date and time, traffic assignment, task phase, and special instructions.



The task cannot be edited, but you can edit the deadline date, time due, change the assignment to a different staffer, change the phase the task is in, and include special instructions.

Once a task is marked as finished, it won’t appear on the Weekly Task Planner, the Work To Do window, or traffic reports.

2 Make your changes.

3 Click Save.

How to find specific deadlines

Use the "Show tasks by" drop-down menu to show deadlines by deadline, start date, or to show tasks that are unfinished and overdue.

Select a date range, then select who you would like to show deadlines for - staff member, client, AE/Team, or task. To search for a specific staffer, client, AE/Team, or task, enter it here. Or leave the field set to ALL and click the magnifying glass icon.

All deadlines based on your search parameters will appear in the list.

You can filter deadlines by specific staff members, or show all deadlines for all staff members by leaving the "Filter by staffer" drop-down menu set to ALL. You can also filter by tasks that have been unassigned.



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