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Hide Completed Tasks in Action Plan

Feature Request

We currently use action plans to monitor the “to-do’s” for our clients and internal initiatives. Sometimes, these action plans are open for months/years with us continuing to add/complete tasks. As you can imagine, the list get’s long. Would be good to have the ability to “hide” completed tasks to reduce the clutter.

Posted by Steven Wright ·
Status: Completed2 comments

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Comments2

  • Stephen Bussey

    •

    Feb 25

    Hi @Steven Wright we actually support this today. You can click the top right drop-down and the option should be here

    I also recommending having a working vs historical phase so you can move sections over time.

    • Steven Wright

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      Feb 25

      Thanks @Steve Bussey! Question - aside from creating a new section to move completed tasks into, is there any way of hiding them within the section they are currently residing? I ask cause we have sections like “Issues”, “Opportunities”, etc… and would like to keep the category/section they are within so we know what was an opp vs and issue vs. something else. If we moved to a “completed” section, this gets jumbled. Thoughts?