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MonicaCUtah's avatar
MonicaCUtah
Copper Contributor
Jul 05, 2023

Locking Tasks / Turn off Completion Function

I am a federal grant manager.  As part of this, we have large projects with compliance requirements at every turn.  Currently, the Planner App works well for us.  I can create Projects 'ARPA Medical Projects' and then break that down into buckets "Children's Hospital" "Mental Health Clinic" "Health School".  From there, I break them down by life cycle - Pre Award, Award, Post Award, Compliance, Monitoring, Auditing, Closeout, etc.  This works GREAT - except for one thing.  Clicking on anything 'Completes' it, and it 'disappears' to the bottom.

1) I would like to LOCK or SHUT OFF the completion function

2) I would like to limit WHO can 'COMPLETE' the tasks. 

 

From an organization and ease function, NOTHING compares to the ease of this program.  It is exactly what I need.  I just DON'T want data disappearing, especially since an auditor needs to review it.

 

If not here, then WHERE?  What program should I be using to organized the compliance of these things?

 

  • Guillaume777's avatar
    Guillaume777
    Brass Contributor
    May I also suggest (request) a « who can modify/delete » the task? At the moment planner cannot be trusted from this point of view as the personn who is trusted with a task can modify and even delete it without any warning being sent to the manager!?
    Thx for the attention
    • LeeEbbre's avatar
      LeeEbbre
      Copper Contributor
      we need to be able to lock dates down, members are able to freely change what ever they want at the moment.
    • LeeEbbre's avatar
      LeeEbbre
      Copper Contributor

      in other systems ive created, we would allow the Project Manager (owner) and task owner to complete tasks... as for dates this was a lock option on the task allowing you to specify the people who could change dates, if nobody selected then only the Project Manager (owners) could edit dates.  

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