You planned a task for yesterday, did not finish it and now see only today’s work. The task still needs a decision, even when its delivery deadline has not passed.
This guide creates a missed-plan review using Planned Date. It keeps scheduling decisions separate from deadline checks.
1. Use the right date
Planned Date means when you intended to work on a task. Due Date means when it must be finished. Keep your existing fields and completion process.
This example uses date-only Planned Date values and a Done checkbox. For the wider distinction, read Planned Date versus Due Date.
2. Build a review view
- Add a Table view called Missed plans.
- Filter Done is unchecked.
- Add Planned Date is before today using AND.
- Show Task, Planned Date, Due Date and Owner if you use it.
- Sort Planned Date ascending.
Use a relative today condition so the boundary follows the day of review. Tasks planned for today should remain in today’s work rather than this earlier-plan queue.
3. Test the boundary cases
| Task | Planned Date | Done | Missed plans? |
|---|---|---|---|
| Draft introduction | Yesterday | Unchecked | Yes |
| Review images | Today | Unchecked | No |
| Prepare handover | Tomorrow | Unchecked | No |
| Check completed copy | Yesterday | Checked | No |
| Clarify request | Empty | Unchecked | No; review separately |
Use actual date-only values in your fictional test records. The undated task has no missed planned day, but it still needs intake review.
4. Decide what happened before moving the date
Open each missed task and check whether the work was done, blocked, deferred or no longer needed.
- Done: record the outcome and update completion.
- Still needed: choose a realistic new planned day.
- Blocked: identify the missing input and next check.
- No longer needed: record the closure through your existing process.
Do not move every old task to today just to empty the queue. Review the effort and current priorities first.
5. Reschedule the original record
For the fictional Draft introduction task, change Planned Date from yesterday to a future work day. Confirm it leaves Missed plans and remains in the original database.
Check that Due Date has not been silently moved. If the plan cannot meet the deadline, resolve the delivery decision separately.
If the task vanishes from a view after editing, use the task visibility guide before recreating it.
6. Keep undated work and missed deadlines visible
Maintain an intake view for unfinished tasks with empty Planned Date. For missed delivery commitments, use your Due Date overdue view.
One task may appear in both Missed plans and overdue work. That is one record answering two review questions, not a reason to duplicate it.
Fit these checks into the weekly planner workflow. Use the smallest set of views you can actually review.
Common mistakes
- Filtering by Due Date while calling the view Missed plans.
- Including today’s tasks in a queue meant for earlier plans.
- Moving dates without checking whether the work is already complete.
- Creating a new task instead of rescheduling the existing one.
Frequently asked questions
Is a missed planned day the same as an overdue task?
No. A missed plan concerns Planned Date; an overdue deadline concerns Due Date.
Should tasks planned for today appear?
Not in this recipe. The filter uses Planned Date before today.
What if Planned Date is empty?
Use an intake or unscheduled-work review. There is no recorded planned day to classify as missed.
Should I move every missed task to today?
Review the task, workload and priorities before choosing a new work day.
Will rescheduling remove the task from the database?
Changing Planned Date changes view eligibility. Keep the same record and confirm it in the source.
Explore the wider workflow
You can build this in your existing workspace. For a broader client and project system, explore Freelancer CRM and compare its structure with your needs.