To-dos and phone calls in a project template get their due date from the project's start date or end date. You choose the date once per template, and the number of workdays for each to-do.
Choose start date or end date
- Go to Settings → Project → Project templates and open a template.
- Open the Tasks tab.
- Use the toggle at the top of the tab. Off: Calculate the tasks due date relative to the project's start date. On: Calculate the tasks due date relative to the project's end date.
The setting applies to every to-do and phone call in the template. Templates in the Service category don't have this toggle or the due date offset.
Set the due date of a to-do
- On the Tasks tab, click Add to-do or Add phone call, or click an existing one.
- Under Offset due-date, enter the number of workdays. Depending on the toggle, the line reads This to-do needs to be done [number] workdays after project starts. or workdays before project ends.
- To show the to-do at the top of the task list, turn on Set as prioritised.
- Click Save.
Weekends are not counted. Example: the project starts on 2024-01-30 and the offset is 10. The due date is 2024-02-13.
For a Recurring to-do, the due date is counted in workdays from the day each to-do is created.
Dates on the project
The due dates are calculated when the project is created from the template. Set the start date and end date in the project:
If the template counts from the end date and the project has no end date, the end date is set to the start date plus the largest offset in the template.
When you change a date on an existing project, the due dates of its to-dos and phone calls move by the same number of workdays. Only the date the template counts from moves them: with a start date template, changing the end date leaves the due dates as they are, and with an end date template, changing the start date leaves them as they are.