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SOLVED

Customize a parent task row in a project

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Level 2

Hello! I'd like to customize a parent task ROW in a task template - this task template is used in projects. See highlighted row in blue - we'd like to make this parent task row a different color to make it stand out more.

Is this possible? MicrosoftTeams-image.png

1 Accepted Solution

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Correct answer by
Level 10

 

You would have to use a Task report view, which is how you see a task list in a project. When you open a project and go to "tasks", that's just a task report. You can create or edit a view by selecting the "View" menu while in a project, and selecting a view to edit, then follow the 3 steps below.

Select any column (preferably the Task "Name" column)

Select "Advanced Options"

Select "Add a Rule For this Column"

6 Replies

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Level 10

Make a rule that looks like this:

Screenshot 2023-02-02 at 1.27.26 pm.jpg

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Level 2

@RandyRoberts thanks for your quick response, where would I go to create this new column rule?

Note: Our task templates live under Templates, they are not reports.

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Level 10

Go to "Report Actions> Edit"

Select any column (preferably the Task "Name" column)

Select "Advanced Options"

Select "Add a Rule For this Column"

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Level 2

I think this is the issue - our Task Templates are not built as Reports.

They live under Templates -- Main Menu > Templates.

Is there a way to customize rows within a Template?

 

https://experienceleague.adobe.com/docs/workfront/using/manage-work/projects/create-and-manage-proje...

 

 

Avatar

Correct answer by
Level 10

 

You would have to use a Task report view, which is how you see a task list in a project. When you open a project and go to "tasks", that's just a task report. You can create or edit a view by selecting the "View" menu while in a project, and selecting a view to edit, then follow the 3 steps below.

Select any column (preferably the Task "Name" column)

Select "Advanced Options"

Select "Add a Rule For this Column"

Avatar

Level 10

You can do the same in a template but the view will not pull through to the project.

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Level 2

Thanks! I think I understand the logic but getting stuck in the customization. 

Would I choose Task > Number of Children like your screen shot?

If so, I don't have the Greater than choice...

Screen Shot 2023-02-02 at 12.08.10 PM.png

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Level 10

The choices are contextual. if you choose a number field, you'll get the less than, greater than, etc. choices

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Level 2

OK, so for my circumstance, would you choose Task>Name?

Or would you recommend I use Task>Number of Children?

 

I basically want the header Creative Development in a new color.

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Level 10

Choose Number of Children, greater than or equal to, 1.

I would select a background color. Since it is a selectable item, I think changing the text color either doesn't do anything or makes it not clickable, I can't remember which.

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Level 2

Thanks again. I'll give that a try. I'm not sure I understand Number of Children and why it changed the text to numbers. Our tasks are always labeled with text.

 

Screen Shot 2023-02-02 at 1.15.08 PM.png

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Level 2

Screen Shot 2023-02-02 at 1.34.16 PM.png

Screen Shot 2023-02-02 at 1.34.28 PM.png

  

I was able to figure it out for my needs, but it only works for 1 project. I'm not sure how to set it up for ALL projects. 

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Level 2

I figured it out! Thanks so much for your help and patience.

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Level 10

You're welcome.

 

To help others, I invite you to mark the right reply as "Correct" This way, others can search for and find answers to siimilar issues.

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