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Can you report on upcoming Tasks (Successors)?

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Level 2

I trying to enhance our current WF reports that list out Parent tasks along with all of their children or sub tasks. I have that figured out but I've had a request to enhance reporting where it would show the Parent task but also any upcoming successor tasks(or the next one lin line) and their status. This would help users see which task is next in line or how many children tasks are upcoming. 

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Community Advisor

Yes. Here's how I do it:

CleanShot 2025-08-20 at 4 .06.21.jpg

Successor(s)
description=Task#, name, assigned to, planned completion date
displayname=Successor(s)
listdelimiter=<br>
listmethod=nested(successors).lists
styledef.case.0.comparison.icon=false
styledef.case.0.comparison.leftmethod=handoffDate
styledef.case.0.comparison.lefttext=handoffDate
styledef.case.0.comparison.operator=notnull
styledef.case.0.comparison.operatortype=date
styledef.case.0.comparison.righttext=
styledef.case.0.comparison.trueproperty.0.name=bgcolor
styledef.case.0.comparison.trueproperty.0.value=f9f9f9
styledef.case.0.comparison.truetext=
type=iterate
valueexpression=CONCAT("(Task#: ",{successor}.{taskNumber},") - ",{successor}.{name}," - ",{successor}.{assignedTo}.{name}," - ",{successor}.{plannedCompletionDate})
valueformat=HTML
Predecessor(s)
description=Task#, name, assigned to, planned completion date
displayname=Predecessor(s)
listdelimiter=<br>
listmethod=nested(predecessors).lists
styledef.case.0.comparison.icon=false
styledef.case.0.comparison.leftmethod=handoffDate
styledef.case.0.comparison.lefttext=handoffDate
styledef.case.0.comparison.operator=notnull
styledef.case.0.comparison.operatortype=date
styledef.case.0.comparison.righttext=
styledef.case.0.comparison.trueproperty.0.name=bgcolor
styledef.case.0.comparison.trueproperty.0.value=f9f9f9
styledef.case.0.comparison.truetext=
type=iterate
valueexpression=CONCAT("(Task#: ",{predecessor}.{taskNumber},") - ",{predecessor}.{name}," - ",{predecessor}.{assignedTo}.{name}," - ",{predecessor}.{plannedCompletionDate})
valueformat=HTML

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