Can you add a column in a project report to show which tasks are next to be completed | Community
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SeanMe1
February 27, 2025
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Can you add a column in a project report to show which tasks are next to be completed

  • February 27, 2025
  • 4 replies
  • 707 views

Hi All


I am looking to see if its possible to add a column within a project report that shows which tasks are needed to be completed within the project next? Maybe limiting it to the next 2-3 tasks if possible. 

 

Thank you in advance!

Best answer by KellieGardner

I have a report that I call a Hotsheet. It lays out the tasks coming due this week by project in a project report.

 

 

Here is an example of "Mondays" text mode code. You could replicate this for each day and have this week's tasks.

 

column.2.displayname=Monday column.2.sharecol=true column.2.textmode=true column.2.value=<div style="color: #ff0000;"><em> column.2.valueformat=HTML column.3.displayname=Monday column.3.listdelimiter=<div> column.3.listmethod=nested(tasks).lists column.3.sharecol=true column.3.textmode=true column.3.type=iterate column.3.valueexpression=IF({plannedCompletionDate}<$$NOW && {plannedCompletionDate}>$$TODAYbw && {plannedCompletionDate}<$$TODAYew && DAYOFWEEK(CLEARTIME({plannedCompletionDate}))=2 && {status} != 'CPL',{name}) column.3.valueformat=HTML column.4.displayname= column.4.sharecol=true column.4.textmode=true column.4.value=</em></div> column.4.valueformat=HTML column.5.displayname=Monday column.5.listdelimiter=<div> column.5.listmethod=nested(tasks).lists column.5.textmode=true column.5.type=iterate column.5.valueexpression=IF(({plannedCompletionDate}>$$NOW && {plannedCompletionDate}>$$TODAYbw && {plannedCompletionDate}<$$TODAYew && DAYOFWEEK(CLEARTIME({plannedCompletionDate}))=2) || ({plannedCompletionDate}<$$NOW && {plannedCompletionDate}>$$TODAYbw && {plannedCompletionDate}<$$TODAYew && DAYOFWEEK(CLEARTIME({plannedCompletionDate}))=2 && {status} = 'CPL'),{name}) column.5.valueformat=HTML

 

 

 

Solved: Is there a report template that shows all active p... - Adobe Experience League Community - 650435 

4 replies

Sven-iX
Community Advisor
Sven-iXCommunity Advisor
Community Advisor
February 28, 2025

Hi @seanme1 

 

in theory, you could iterate over the projects' {tasks} collection and display the tasks where isReady=true. However, that's expensive (for each row you have to iterate through all the project's tasks) and will become slow. 

 

My suggestion is to do a TASK report, filter on isReady, sort by project name, and group by project name. 

    _Manish_Singh
    _Manish_Singh
    Level 9
    February 28, 2025

    Hi @seanme1 - You can get stared with this. Please modify it accordingly

    displayname=Upcoming Tasks

    listdelimiter=<div>

    listmethod=nested(tasks).lists

    type=iterate

    valueexpression=IF({status}!='CPL',CONCAT("• ",{name}," - ",{plannedCompletionDate}))

    valueformat=HTML

     

    _Manish_Singh
    _Manish_Singh
    Level 9
    February 28, 2025

    To limit the tasks, you may want to add something like PCD > $$TODAY & PCD <= $$TODAY+14d to the valueexpression.

    Doug_Den_Hoed_AtAppStore
    Community Advisor
    Doug_Den_Hoed_AtAppStoreCommunity Advisor
    Community Advisor
    February 28, 2025

     

    Hi @seanme1,

     

    Following: this one is familiar to me.

     

    If you're new to iterations, the tips @_manish_singh shared are helpful, and a great concept to master. However, as @sven-ix points out, they are also "expensive", since -- even if conditionally reduced to limit what they show -- they still "hit" everything in the iteration, where a filtered Task report can return a more precise (and therefore faster) set of data.

     

    Another limitation of iterations is that the results cannot be ordered, which (back to why this was familiar for me) was one of the main reasons that led us to develop our Hot Sheet solution, which efficiently distills your upcoming work down to those tasks planned to finish (or overdue) within the next 3, 4, or 5 business days, in logical order, across all projects, by every program within an entire portfolio.

     

    Here's a picture and a video to illustrate, and if you'd like more details, I invite you to contact me via doug.denhoed@atappstore.com.

     

    Regards,

    Doug

    KellieGardner
    Community Advisor
    KellieGardnerCommunity AdvisorAccepted solution
    Community Advisor
    March 3, 2025

    I have a report that I call a Hotsheet. It lays out the tasks coming due this week by project in a project report.

     

     

    Here is an example of "Mondays" text mode code. You could replicate this for each day and have this week's tasks.

     

    column.2.displayname=Monday column.2.sharecol=true column.2.textmode=true column.2.value=<div style="color: #ff0000;"><em> column.2.valueformat=HTML column.3.displayname=Monday column.3.listdelimiter=<div> column.3.listmethod=nested(tasks).lists column.3.sharecol=true column.3.textmode=true column.3.type=iterate column.3.valueexpression=IF({plannedCompletionDate}<$$NOW && {plannedCompletionDate}>$$TODAYbw && {plannedCompletionDate}<$$TODAYew && DAYOFWEEK(CLEARTIME({plannedCompletionDate}))=2 && {status} != 'CPL',{name}) column.3.valueformat=HTML column.4.displayname= column.4.sharecol=true column.4.textmode=true column.4.value=</em></div> column.4.valueformat=HTML column.5.displayname=Monday column.5.listdelimiter=<div> column.5.listmethod=nested(tasks).lists column.5.textmode=true column.5.type=iterate column.5.valueexpression=IF(({plannedCompletionDate}>$$NOW && {plannedCompletionDate}>$$TODAYbw && {plannedCompletionDate}<$$TODAYew && DAYOFWEEK(CLEARTIME({plannedCompletionDate}))=2) || ({plannedCompletionDate}<$$NOW && {plannedCompletionDate}>$$TODAYbw && {plannedCompletionDate}<$$TODAYew && DAYOFWEEK(CLEARTIME({plannedCompletionDate}))=2 && {status} = 'CPL'),{name}) column.5.valueformat=HTML

     

     

     

    Solved: Is there a report template that shows all active p... - Adobe Experience League Community - 650435 

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