The set start date of a job or task in Workflow Max/Xero Practice Manager. It is used when rolling over jobs in PlanRight.
The date that a task is due to start on in PlanRight.
You can set a different planned date for each staff working on a single task. This date is not synced back to WFM/XPM. The planned date can also be set using Task Defaults. The planned date in PlanRight can be set using the start date from WorkflowMax when the task is initially imported from WorkflowMax. But any edits to the planned date won't get synced back to WFM/XPM. The planned date is the start point of the task allocation bar that you drag & drop onto your schedule.
The date that a job or task is due to be completed by in WFM/XPM & PlanRight. This date is synced to PlanRight if the task in WFM/XPM is set as a scheduled task. The due date can also be set using Task Defaults. In Monthly planning mode, the due date for each task will be displayed in the Jobs tab.
The date a task allocation ends. The end date doesn't get synced to or from WFM/XPM. It is the end point of the task allocation bar that you drag & drop onto your schedule. In Weekly planning mode, the end date for each task will be displayed in the Jobs tab.