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Updating the Next Reporting Period Start Date
Updating the Next Reporting Period Start Date

This article outlines the impact of editing the Next Reporting Period Start Date of existing template schedules.

Aaron Wittman avatar
Written by Aaron Wittman
Updated over a week ago

Schedules are always subject to change. This ultimately means the existing schedules on your tasks will need to be updated at some point in time.

If you need to edit a schedule, you'll need to keep in mind that changing the Next Reporting Period Start Date will adjust all incomplete tasks created by this schedule in line with this change.

NOTE - By all incomplete tasks, it means already created or existing INCOMPLETE tasks you have on your work board & their Next Reporting Period Start Date will also get updated with this change.

You will see the below warning message once you update the Next Reporting Period Start Date -

The message will show the original Next Reporting Period Start Date and the new date + the number of days it'll be adjusted by.

Grasping the significance of adjusting the Next Reporting Period Start Date is essential and will help you understand how those tasks will be created in the future.

Examples

  1. Moving the Next Reporting Period Start Date backward by a day

    • This is usually fine, especially in cases where you want to move it from the end of the month to the start of another month.

    • All incomplete tasks created by this schedule will have their Next Reporting Period Start Date and due date shifted backward by a DAY.

    • In terms of dates example - you move the date from May 09, 2024, to May 08, 2024.

  2. Moving the Next Reporting Period Start Date forward by a month

    • All incomplete tasks created by this schedule have their Next Reporting Period Start Date and due date shifted forward by a MONTH.

    • In terms of dates example - if you move the Next Reporting Period Start Date of the schedule from March 03, 2024, to April 03, 2024, an incomplete task that had a date of May 03, 2024, will be changed to June 03, 2024.

  3. Moving the Next Reporting Period Start Date backward by 3 months

    • This is a big jump and usually confuses users since all incomplete tasks that were created by this schedule will also get shifted back by 3 months.

    • In terms of dates example - You have a schedule with a Next Reporting Period Start Date of April 01, 2024, if you move the date back 3 months which is January 01, 2024, a task created by this schedule that had an original date of July 01, 2024, will be changed to April 01, 2024.

TIP - If you're unsure or have doubts about moving the Next Reporting Period Start Date, feel free to contact support and we'll help you out :)

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