Projects - Close or archive tasks
Ability to close or archive tasks in Projects.
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Bryony Richardson
commented
It would be hugely helpful if it were possible to make certain estimated expenses / expenses visibile or invisible by way of archiving feature. I'm thinking about the fact that, as my projects becomes more involved and more expenses are put through the project module, I have go further and further down the list of expenses to find current items - which is cumbersome and can be confusing if there are multiple similar items. I'd like to be able to effectively 'close' or 'archive' expenses that have already been purchased and invoiced to the client, without loosing the financial info.
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Veronica Rhodes
commented
Our client, who runs several large and lengthy projects is seeking the ability to close Tasks/Phases that have been completed - without losing historical data and the overall financial picture of the project, whilst minimising time/costs going to completed Tasks. Any idea if this feature is going to be included in the current review of Xero Project functionality?
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Mike Buss
commented
To simplify reporting for clients who want costs broken out monthly, setting up each task into month units really helps, and it would save my team the risk of allocating time and expense against the wrong task if old tasks can be marked as closed and therefore no longer possible for normal users to change.
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Jessica Jahn
commented
This would be amazing - so important for long-running projects where prices change
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Kali Boermans
commented
I have just put my prices up but cant change the existing task and need to set up all new ones. Very annoying and too much room for error now that I cant archive the old ones.
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Jenny Lewys
commented
This would be very useful to be able to archive unused tasks - some of my projects are getting very messy with a list of tasks/expenses that are no longer used, but I don't want to close the project and start again and lose all the history and notes.
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Trevor Huett
commented
This will make project management much easier.