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JulieCh3
JulieCh3
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  • yes this is what happened: the first set of filters worked but the 2nd & 3rd did not. I was able to come up with a work-around bc all three tasks roll-up to the same parent task.. so I filtered out that task plus its children. But filtering on the template task did not occur to me. This will also wo...

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  • thank you! I will try this! I was able to solve for this specific report bc I realized the three tasks were children to a parent task "Admin" that I could filter out.

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  • For some reason the OR filters were not working beyond the first one? I was able to solve this bc I realized all 3 tasks were children to a parent task called "Admin" so I filtered out Admin & its children to get the right results. 

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  • I am creating a task report that needs to filter-out three task names: Internal Meetings, External Meetings and Financial Tracking/Mgmt. I thought I could do this in standard mode using OR. But once I add more than one task name, the report stops filtering out the task names. Is there a text mode co...

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  • Thank you! I should have mentioned, these users' default log in page is the "Home and Summary" (the out-of-the box WF home page). I wanted to add a field to that page that displays the predecessor task's last Update. However, to Doug's point, users may miss important info/lose context from an earlie...

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  • Hello! Is it possible to display the most recent user Update in a calculated field? Here is a typical example from my org: User A makes a task Update ("files are ready for client review. Here is the link to folder xyz") then completes her task. User B is then prompted to start his task and needs vis...

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  • Hello! In a Project's Tasks list, is it possible to freeze a column (or columns) to allow for horizontal scrolling? The idea is to freeze the Task Number and Task Names columns on the far left side of the View so the user can scroll to the right w/out losing visibility into the Task Name/#. Just lik...

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