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Mark overdue items

Added by Bart Friederichs almost 8 years ago

Hello,

I just installed OpenProject 4.0.8 on my own system (which is quite a ride I have to say ;-)) and we are experimenting with it now. We have some projects with work packages, and they alle have start and end dates.

However, what I would like to see, is all work packages that are overdue (that is, end date is in the past and progress < 100%). What would be great also is that there are email alerts on these packages.

How can I do that?

Regards
Bart


Replies (5)

RE: Mark overdue items - Added by Robin Wagner almost 8 years ago

Hello Bart,

you can use work package queries to filter for overdue items.
If you want to have an overview over the items in a particular project, you can go to the work package table and filter for the criteria which match the work packages you want to see.
For example:

  • Status = open
  • % done <= 99%
  • Due date “more than days ago” 0 days
  • (Optionally add a filter for subprojects to include them in the overview)

After configuring the displayed information (e.g. the displayed columns (such as assignee, responsible, status, etc.), optional grouping (e.g. by priority or assignee), sorting), you can save the query and (optionally) make it visible for other project members. You can also add it to the side menu. (For details, please have a look at the user guide )

Here is a quick visual example:

It’s currently not possible to get email updates based on defined queries but that is certainly a feature worth considering. A solution for the future may be to define a reminder email setting on a query which sends an email containing the work packages defined in a query (e.g. the overdue items).

RE: Mark overdue items - Added by Bart Friederichs almost 8 years ago

Thanks for your feedback.

This does work indeed, and I have added it to my sidebar. It would be great though to have this also be able to send emails. In my opinion having an alert on overdue items is essential in project management (manage by exception).

Is there a way I can request a feature?

RE: Mark overdue items - Added by Robin Wagner almost 8 years ago

Hello Bart,

yes, you’re right. This feature would be very beneficial.
You can add a feature request (User Story) to the version Wish List.

Thanks,
Robin

RE: Mark overdue items - Added by Vigfus Gislason almost 8 years ago

Hello Robin Wagner,
knowing that this feature would take some time to go into production, would it be possible to implement the email feature using the OpenProject API in some way ?
E.g. implementing the above described filter in a work package query and sending an email (author|assignee|awailableWatchers|responsible). This could/would be done in a script and run at some predefined cron interval.

Would this be possible ? How would the authentication issue be tackled ? Do you have something similar implemented which I could use as a template ?

Best regards,
Vigfus

RE: Mark overdue items - Added by Robin Wagner almost 8 years ago

Hi Vigfus,

you may want to take a look at the user mail:
https://github.com/opf/openproject/blob/2eab5d6d31b945be19770bc22a8e1fc6a5f8a461/app/mailers/user_mailer.rb#L456-469

Best,
Robin

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