Our team likes to use the Calendar view, but we don’t utilize the color blocks that indicate certain custom fields. It would be great, instead, if we could have the Hard Deadline custom field we work with as an option in the view. As a project coordinator, this would allow me to visually shuffle designer tasks, as needed, knowing what Hard Deadlines are approaching and should be prioritized.
For context, we set due dates for our designers for an earlier date than the Hard Deadline, which is when the requester has asked files to be delivered. By giving the designer an earlier date, this gives time for leadership to review and approve or provide edits so our team can deliver by the Hard Deadline date.
A nice-to-have would also be our custom field for Number of Deliverables. This would help avoid overloading a single day for any of the designers.
Currently, my solve is to have multiple tabs and windows open so I can see these fields when I need to shuffle the queues around. The above suggestions would allow be to remain in a single view, creating some efficiencies in my workflow.
Hi @Olive , you can use a single-select custom field to colour-code your tasks in the Calendar view.
It’s not clear from your post what type of field your ‘Hard deadline’ field is.
If your ‘Hard Deadline’ is a single-select field (potentially with one option), set a colour for it (let’s say red, for example). Then in your Calendar view, in the top right, click on Options > Layout options > Color tasks by and choose your single-select field from the dropdown list.
If your ‘Hard Deadline’ is a date field, you could leverage that in a rule to set a colour-coded single-select field indicating how many days left for instance is left until the Hard Deadline, for example.
You may also want to vote for this:
Regarding your ‘Number of Deliverables’ field, assuming this is a number type field, if you are on the Advanced plan or above, I would recommend you add this project to a portfolio and use the portfolio’s Workload tab and setting the effort level (top right area) to use your number of deliverables field (make sure to add it to your library). You could also set the weekly capacity of how many deliverables a designer should have in total, so if it exceeds that capacity, their workload will show in red.
Since you are asking for more than one request, and it’s not clear what we are voting for, I’ve moved your post into English Forum > Ask the Community