Best Practice question: Organizing tasks that could be on multiple projects | Community
Skip to main content
L
LucyPe
October 9, 2019
Question

Best Practice question: Organizing tasks that could be on multiple projects

  • October 9, 2019
  • 1 reply
  • 365 views
Our marketing team has many different types of tasks that could possibly cross over on projects. For instance we have state associates that have advertisement tasks, conference material tasks, article tasks, video tasks. As of now we have separate projects by format: ads, conferences, articles. The challenge is when we want to see everything associated with a particular state association, while also at times we also want to see all ads (for all state leagues). Do we organize by type of format (ad, video, etc.) or by state association? And if we do choose one how can we run a report to see all ads or all particular state association items? Any ideas on how to organize better? We are using WF with a small team. Lucy Peto HomeServe Plc
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

1 reply

S
SkyeHa
Level 10
October 9, 2019
well, is it possible to do both, via some custom form fields? If you already have projects by format, what if you have a custom form on the project that is used to designate the state association? Or maybe it's even simpler than that: if a "state associate" is a person, then you can technically organize by both already. Just run your reports to see all ads that are assigned by a specific state associate. Otherwise if a state associate runs multiple state leagues(??), then put in a custom form field that designates leagues or associations and when you run your report, use both as a filter: "search for projects by format, where the custom form field states the designation for association or league" which would lead to (for example) "searching for ad projects with an AZ association". Your other alternative might be to create programs that represent your state associations, and store your projects in those programs. This works well as long as each project only belongs to one state association. -skye
Terms & ConditionsAccessibility statement

Loading footer...