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MichelleBo3
Level 4
March 18, 2021
Solved

specific task report

is it possible to make a report for different tasks in different projects? if i want to report on task 20 in project a, task 1 in project b, task 55 in project c and task 16 in project d

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Richard_Le_
Richard_Le_Accepted solution
Community Advisor
March 18, 2021

Hi Michelle,

You could attach a custom form to the tasks that you want to report on which has a simple tickbox field. You would then simply create a task report and filter based on this custom field.

I often do this where I want to surface particular tasks to execs in my reports. I created a field called 'executive interest' and when it is ticked on certain tasks, these tasks automatically pull into my task report and are visible to the senior leadership team.

Best Regards,

Rich.

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4 replies

Richard_Le_
Community Advisor
Richard_Le_Community AdvisorAccepted solution
Community Advisor
March 18, 2021

Hi Michelle,

You could attach a custom form to the tasks that you want to report on which has a simple tickbox field. You would then simply create a task report and filter based on this custom field.

I often do this where I want to surface particular tasks to execs in my reports. I created a field called 'executive interest' and when it is ticked on certain tasks, these tasks automatically pull into my task report and are visible to the senior leadership team.

Best Regards,

Rich.

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    MichelleBo3Author
    Level 4
    March 19, 2021

    @Richard Leek‚ this is exactly what i was looking for and the exact use case i am looking to fulfill. thanks so much for your response

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