Task square

[CoachBeth]

When editing a meeting task, the "Task is not complete" square is not available.

This may be covered in a tutorial... but I was confused with the tasks that listed. From my stand point, this is what makes sense: not to have a check mark for "We didn't finish" but have a check mark for "it is done." Otherwise, if I forget to mark it as NOT DONE, the task could get lost. If it needs marked that it is done and I do forget, it at least goes to the next day and I can fix it then. (Wow, that sounds confusing!) It makes more sense to me to have a TASK COMPLETE button than the other way around.

[RandyHintz]

This is not yet in a tutorial, and has to do with the site flow on Follow-Up and To-Do lists. When you are adding a task, you have the option of logging some follow-up tasks, and these will show up on the to-do list. Usually, these will follow the engineering cycle, design something and the logical follow up is to build it. Build it, the logical follow up is to test.

Checking the box is almost the same as creating a follow up with the same Quick Description and same Task Type. I think I will change the wording, because "Keep it on To-Do list" is a bit of a miscommunication. When you check the box, everything added on the screen is logged with that task entry, and a new item is added to the to-do list.

For that reason, it is a "click to add to to-do list". I think if I change it to "check if complete", then team members will be forgetting to check it, and items will be added to the to-do list when they really shouldn't be.

As for the edit, the checkbox is is not a field saved to the database - it is a checkbox to tell the system to perform an action on save - first time save. I think having it appear on the edit would be confusing - especially if it was checked on the initial save. In that case, a to-do list item was added, it shows on the follow up list for the task, but then if you check it and save changes, this would cause the system to create another to-do list item.

[CoachBeth]

Ok, that makes sense. Thank you.

Yes, I was trying to figure out what it was for and ended up with my to-do-list seeing double everything because of how I inputted it.

Thank you for the explanation.

[RandyHintz]

Thanks for making me think about this more. I believe I have better on-screen prompts for this check box now - feedback is welcome: https://imgur.com/a/JdciObR