Task completion dates
Store a task completion date in a field reference under the Advanced tab of a task in a job template.
When the task completes in the live job, that date will be stored in a field reference which enables you to use this within other areas of the job, such as placeholders, task start/due dates and Set a field value tasks.
In the screenshot below, the completion date of the ID upload task is being stored in the field reference iduploaded:
The field reference in the example above can be used in different ways:
As a task start and/or due date
The field reference could be used to set a due date of a subsequent task:
By using iduploaded+1w, the ID check task will be due 1 week after the ID was uploaded.
In a placeholder
The completion date could be pulled into an email task on that job:
{job.iduploaded} will output the date that task completed.
Store the completion date in a field
To push the completion date into a field on the client record, we would use a Set a field value task type . However, first we need to create the Date field that we will use to store the completion date.
-
Create the date field on a form that will show on the client record.
-
Add a Set a field value task to the job template and choose the newly created field. Enter the field reference being used as your stored completion date into the Value field.
-
Set the Set a field value task dependent on the task that is storing the completion date. This is to ensure that a completion date exists before setting a field value.
Start a task if another task has not been completed
A task completion date field reference can be used in an Expression filter to determine whether the task has been completed yet. We can use dependencies to block a task until a specific task has been completed, however if we would like a task to start if a specific task has not been completed, we make use of the task completion date.
For example, I would like to call a client if we have not received their personal tax information. In my job template, I have a task to complete once the information has been received, and a task to call the client if I haven't received the information within 3 months after the year end date.
If the information is received prior to 3 months after the year end date, I do not need that task.
-
Store the task completion date for task 2. My field reference is personaltaxinforeceived.
-
Add an expression filter to task 3 and add the expression NOT(job.personaltaxinforeceived). This means that the task will show only when a value does not exist in that field reference.
