Question

Creating a filter for certain task on job

Forum|Forum|1 year ago
August 15, 2024
2 replies
1059 views

I am currently trying to create a way for my team and I to be able to filter jobs based on if they have been quoted or not. There are 4 task related to quoting and I would like to create a filter so that we know what jobs need a quote and which do not based off the filter created. Also, if I can create a board that has a list of jobs that need quotes that would be helpful too.

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Madalyn_Destafney

Community Advisor

Do you have the related quote info in a task custom form? If you have the value you want in a task custom form field, you can create a task filter based on the value of that form field...if you don't, you can use a task name 'contains' and make sure those 4 tasks have a unique naming that would fall into that 'contains' and not other tasks.

If this helped you, please mark correct to help others : )

D

DaltenBaAuthor

We usually just mark off the assigned task once it is completed. Under our quoting we have for steps. RFQ, quote received, signature received, and PO created. If at all possible I would like to filter the jobs by these four task to see where we stand on each particular job. Are you saying I can filter based off of those four task names, or I can filter based off of the completion percentage of each task.

NicholeVargas

Adobe Employee

If you can share more information on how you can tell if a job has been quoted or not (ex: task has been completed), that would be helpful. You should be able to create a report to pull in this information, but the filters would be dependent on how you set things up in your instance.

D

DaltenBaAuthor

We usually just mark off the assigned task once it is completed. Under our quoting we have for steps. RFQ, quote received, signature received, and PO created. If at all possible I would like to filter the jobs by these four task to see where we stand on each particular job.

NicholeVargas

Adobe Employee

I would recommend creating a Task Report that filters for these specifics tasks (or template tasks) and then group the results by Project/Job name. That way, you can easily see which tasks have and haven't been completed within each job.

If you wanted to take it a step further, you could either manipulate that report or create a new task report that simply filters for those tasks (or template tasks) and who's status does not equate with Complete to get a sense of which projects/jobs still need to be fully quoted.

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