Why need rolled up task when showing at-risk or past-due tasks?

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  • Updated 2 years ago
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Is there a way to indicate at-risk or past-due tasks without using a rolled up topic?
It would be wonderful just to have a switch: "Show past-due". 
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Bjorn Eriksson

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Posted 2 years ago

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Dave Halverson

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Bjorn I'm trying to understand.  It is true that you need to check the Task Info 'Roll-up' box in order to get MindManager to turn the topic red for 'past-due' or yellow for 'at-risk'.  That is an inconvenience I understand.  Is there some other issue at play here? 
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Bjorn Eriksson

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No, not really. Just a very useful function to use "everywhere". Roll-up is a good function in project management, but MM is so much more than that.
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Dave Halverson

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OK Bjorn just checking...I'll pass your idea on to our product development team.  Thanks for your input!
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Alex Gooding, Champion

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Dave,

Conditional formatting based on task due dates at the individual task level was just one of the things the late, great Power Markers add-in could do - before it was purchased by Mindjet. You could use it to conditionally change fill colours to show not only which individual tasks were overdue but also when current tasks were about to fall due, for example, which tasks were due that day, the next day, and so on. The range of options could also be linked to an index like the one shown below:


Power Markers was very powerful and flexible though admittedly a little tricky to use; as a very unfortunate consequence, conditional formatting and a number of other features were deleted to make it more user-friendly when Mindjet turned it into the Marker Index. This was a great loss however and consequently I use dashboard maps a lot less than I used to.

When I complained at the time I was told that Mindjet were exploring options to expand the range of things that the Smart Fill feature could do but I've seen little evidence of this and certainly there hasn't been any attempt to link Smart Fill to task due dates. Presumably Mindjet still have the original Power Markers code and I strongly suggest that you look at whether it could be used to incorporate task date-based conditional formatting into either the Marker Index or Smart Fill.

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aHa!Coaching, Champion

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Though not directly visible in the map like when using the Task Roll up, there's a quick option to filter out Past Due Topics in the Power Filter menu.




However, having the full Power Markers feature set (as outlined by Alex) would be great!
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Bjorn Eriksson

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Yes, filter is super! But the problem is just that it filters everything away :-) I would like to have a function that selects all past due e.g. (or any other criteria) and everything else is still visible. Now I have use Select or filter and apply a marker to highligt them. Then I have use Select or filter again to remove the markers.
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Dave Halverson

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Wow...good discussion!  I learned a few things myself.  Thanks for your input Alex and Mathieu and thanks for bringing it up Bjorn.  I will forward this discussion to our Product Development team.

So Bjorn, if you check the 'Roll up Task' box for the parent of your sub-topics, you will get red for past due (or any color you select actually) and yellow for 'at risk' and all of the other sub-topics will still be present.  This is not a total solution for what you are asking but it is useful for the 'past-due' and 'at risk' sub-topics at least.
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Marian Kocmanek, Official Rep

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Hi All, 

When we originally added Past Due and At Risk highlighting, we chose to only apply the highlighting to rolled-up topics as an easy means for our users to identify at risk and past due tasks in their project plans. We can consider removing the roll-up requirement in a future release. 

I am converting this topic to an Idea and welcome your additional feedback. 

Bjorn, Alex and Mathieu,  thanks for the initial input. 

Best, 
-Marian 
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Alex Gooding, Champion

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Marian and Dave, extending the ability to add Past Due and At Risk highlighting to the task level is a great first step but I suggest that this feature be made optional. Some people are probably going to want to continue using highlighting in the roll-ups only.

In the longer term it would be great if the At Risk highlighting could be expanded to match the four states which Mathieu pointed out are available on the Power Filter menu - due today, due tomorrow, due this week, due next week. Consistent with my comment above, the ability to highlight these extra states should be optional and the ability for users to change the default colours should be maintained.

The expansion of At Risk highlighting in this way still wouldn't come close to the feature set of Power Markers but nonetheless it would be very useful.
(Edited)
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Bjorn Eriksson

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Do you meant that the "four states" mentioned above should be fixed? I think the time span is too short/too narrow, anyway for the type of projects I work with.

What about the "four states" could be set to any period. E.g. in the project planning sw I use there is a concept of Ranges. There are predifined ranges of 7 days, 14 days, 90 days etc. Or you could set the range to any period you like.
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Alex Gooding, Champion

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Yes ideally you would have, say, four (or even five) states which could be set to any user-defined period as you suggest. I proposed making them the same as the Power Filter menu options more as an initial compromise which might be easier to set up as defaults as they are already incorporated into that menu, but if were possible to incorporate user-defined periods from the start that would be great. 

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Bjorn Eriksson

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Yes, and a small checkbox "Include in meny" to make the user-defined periods easy accessible.
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Alex Gooding, Champion

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And if this were possible it would be great to have similar user-defined At Risk options for tasks in the Power Filter as well.