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DaveBi
February 9, 2017
Question

How can I create a report that shows only first and second level tasks?

  • February 9, 2017
  • 14 replies
  • 1845 views
How can I create a report that shows only first and second level tasks?
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14 replies

Doug_Den_Hoed_AtAppStore
Community Advisor
Doug_Den_Hoed_AtAppStoreCommunity Advisor
Community Advisor
February 9, 2017
Hi Dave. I was about to explain how to check Parent.ID and Parent.Parent.ID for ISBLANK, but then realized there's a simpler way. In the Task Filter, choose "Indent", then "Less Than", and (say) "3". When you apply the filter, the Tasks will then be restricted to only those less than that desired level of indentation. Thanks for the learn-something-new-every-day opportunity! Regards, Doug
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AdinaPi1
Level 9
February 9, 2017
Cool, I learned something new!
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DaveBiAuthor
February 16, 2017
Thanks, Doug! Interesting thing -- it worked when I set it up, and how it's not. Strange... I'll try again and see what happens. - Dave In Reply to ....Doug.... Den Hoed:
Hi Dave. I was about to explain how to check Parent.ID and Parent.Parent.ID for ISBLANK, but then realized there's a simpler way. In the Task Filter, choose "Indent", then "Less Than", and (say) "3". When you apply the filter, the Tasks will then be restricted to only those less than that desired level of indentation. Thanks for the learn-something-new-every-day opportunity! Regards, Doug
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DavidCo3
Level 10
February 19, 2017
Hi Dave, What Doug suggested is the definitely best way to do what you want. A related tip is that there is another field called "Number of Children" which is very useful if you (for example) only want to include tasks with no children, or you only want to include parent tasks. This is a totally different use case to what you are looking for right now, but I have used both for custom formatting etc so thought I would mention it. Regards, David
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SusanPf
Level 9
June 14, 2017
In the report, how do you get them to show the parent/children relationship? I've tried what was referenced above and all the children tasks (in my task report) are listed like the other tasks. Thanks, Susan
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EricLu2
Level 10
June 14, 2017
Hi: If you create a Task report, you can filter tasks so that the INDENT Level is 0 or 1. The indent tells you how deep in the hierarchy the particular task is. [cid:image001.jpg@01D2E4F6.62247590] [cid:image002.jpg@01D2E4F6.62247590] Does that help? Eric
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SusanPf
Level 9
June 14, 2017

Hi, Eric!

Attached is a visual. Basically, I want the visual as it sits in project mode. Does that make sense? I thought a report would be able show indents in report mode.

Thank you,

Susan

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EricLu2
Level 10
June 14, 2017
Okay, I’m grasping here… 1) You can create a filter that only shows indent levels 0 and 1; 2) You can create a view that shows the indent level (I have it on the left next to the task number); 3) I struggle to know when WorkFront will show the indent and when it won’t. Sorry, I’m going to have nothing of help there. Are we closer? Eric
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EricLu2
Level 10
June 14, 2017
Argh, incomplete message below. Adding to it. I struggle to know when WorkFront will indent the tasks in the Project Task screen - when they add the spaces you need. I had someone at WorkFront show me how to create a text mode attribute that displays a number of spaces equal to three times the indent level. That way, it would force each task over three spaces for each indent level. I thought it was kludgey, but it does work. Thanks, Eric
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SusanPf
Level 9
June 14, 2017
If it shows the idents that would be nice. This particular instance is trivial but it might be something we need in the future. I also did a Help ticket through Workfront and we'll see what they say. Thank you!
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