HI Folks,
Racking my brain to figure this out but cant and not sure if it can be done.
In a report (project) can i add a column where it pulls in the Start/Due date of a specific task?
I cant find anything standard to pull in Task info into a project report. And i cant make a task report behave the way i want with columns to show the Start or Due date.
What i want is to have a report where a single project is on a row.
In the columns there are selected tasks (hopefully using something like "task name contains - Schedule meeting") and one column has the start, and one the due date.
Can this be done using text and how? Thanks!!
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You can do this through using collections. Here's a good example that shows you how to bring in the due date. It's actually 2 examples, one for a parent task and one for a child task.
You can use similar syntax to bring in start dates.
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Hi Skye, i appreciate you sharing, i took a look at a few of the collections posts youve put inhere.
some really good text language, but it doesnt have the functionality i was looking for. Ideally i would like it to be editable (move dates, and for an assignment column, be able to switch them out, which is a stretch i know!
The other issue is not wanting to use milestones as were trying to use that elsewhere!
Thanks again for your help!
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This is the code we use to pull the planned completion date for a task in the project called "Input Date". You could add another column with planned start date. Hope this helps!
displayname=Input Date
listdelimiter=<p>
listmethod=nested(tasks).lists
shortview=true
textmode=true
type=iterate
valueexpression=IFIN({name},"Input Date",{plannedCompletionDate},"")
valueformat=HTML
Hi Amy, thanks for this, i think its the closest ive seen but its still not showing any data in the project report.
Is there a chance the syntax is off with the double "" at the end?
wondering what might be causing the blank ness. thanks!
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The project details can also be pulled into Task report. You can apply filter on Task name with contains/equal condition depends on the requirement and you can group by Project and also add the project start and end dates and can relabel the field names to differentiate all the dates. Attaching some screenshots for reference. Hope this is what you are looking for.
Hi Sri, not exactly. what they want is a project report, where they have a list of all the projects going down the page, then across the page are the dates for 2 specific tasks, and the people assigned to them. ( in seperate columns)
Copy Due | Copywriter | Design Due | Designer
PROJECT |
@MattEl5 just checking in! Were you able to get this resolved? If one of the replies above helped—whether it completely solved the issue or simply pointed you in the right direction—marking it as accepted can make it much easier for others with the same question to find a solution. And if you found a different way to fix it, sharing your approach would be a great contribution to the community. Your follow-up not only helps close the loop but also ensures others benefit from your experience. Thanks so much for being part of the conversation!
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Hey Kautuk. Sadly none of these have provided an adequate simple solution. Its ongoing. I would like to close it, but i dont feel that any of these have provided a solution that works. thanks for checking in!
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Just want to follow up with this comment. According to everything the OP has posted in response, the sum total of the ask is:
* they want a project report
* they want due dates of a task
* they want to see task assignees
* they want this to be editable
This is not possible at this time.
1) in a project report, task information is not editable
2) in a task report, you can't have two tasks occupy the same line and have them both be editable
The closest possible solution is to use a task report, group by project name, and have each task on its own line so you can edit the assignees and the task dates.
Otherwise, you can take this out of the task lineup, include everything you need as project custom fields, and engage your editing there (it won't update tasks, unless you also engage fusion automations to do so).