Filter out Multiple Task Names

[RyanCa]

Ok i'm at my wits end because i cant figure this out. I'm building a status report using a task report. I want to show tasks that do not have specific task names, but also have other qualifiers without doing a block for every single task name is there another way to do this? so i have two current blocks - one finding any task assigned to specific users and that are not complete and the name isn't "Upload final version to google drive and WF (name FINAL) and the portfolio is specific, and the status is one of the defined status' and the project id isn't blank. The second block - is finding any tasks that have a declared assignment, aren't complete, the task name DOES contain a specific qualifier, and the portfolio is declared and the status isn't one of these options etc. in the first block i want to look for multiple task names and rule them all out while still applying the same other rules.. any ideas anyone? OR:1:assignedToID_Mod=notblank OR:1:assignedToID_Mod=notblank OR:1:isComplete=false OR:1:isComplete_Mod=eq OR:1:name=mech OR:1:name_Mod=cicontains OR:1:project:portfolioID=57e2b82d001162e1de8f1b24b02f802b OR:1:project:portfolioID_Mod=in OR:1:project:status=WNZ CPL DED REQ PLN ONH OR:1:project:status_Mod=notin OR:1:projectID_Mod=notblank assignedToID=573e22eb0060fb96c34d21da17eb83a8 5790d51f020712e1d226d764f993f05b 57ebd8bd0005b36fd6ae8f995b245046 57ebd909000615bb534f675219c2ed32 57f68c8d005e04a8f88f4f6297dc25d9 58920cb300420226e3d2c734d32a9cd7 59ca8d19031b39d44119c667ae501db1 5a8dec6f03c48f7c7095224f4ecbaa48 5a980ffa07f98173ac1781147f8cc9b8 5aba4e5003214098a9414d0bc2c76ecb 5b2a8b2a0208562fb50916008e91a225 5b508e5b00d4f48e86c68ae7e671283d 5b5f322900af35883edec218afa275c4 5b6b59ff0105b0988a2569ef38153274 5b6b5aee010916940c731206bac525e9 5b7193de0026332893e41e4547407bdb 5b772bb6007d730d7ff5c03110c788dd 5b772cb0007e66597ad9241fd5030277 5b7aff5900732f99a57f6f47fe93635e 5b7c2c5601bdabf5e4a9e08bd68b752a 5b881b1600b3766945b7b82e6755f3a7 5b969ce60a1d2c05e4d4feeb7e5d064c 5b9fd4a301234028a70890089ebae957 5bb36ae7009d5a851797e0cebed17f56 5bd70a4d00398aea4415f124b209ea62 5c7e924100a237c66744fdf750fcac34 5c895a9c00289afe87041521417546ff 5c895c0b002a8e3c86e27eaa3cfcb928 5c895ccc002b787b72ecd9d1403520a3 assignedToID_Mod=in isComplete=false isComplete_Mod=eq name=Upload final version to google drive and WF (name FINAL) name_Mod=cinotcontains project:portfolioID=57e2b82d001162e1de8f1b24b02f802b project:portfolioID_Mod=in project:status=WNZ CPL DED REQ PLN ONH project:status_Mod=notin projectID_Mod=notblank " Ryan Carroll Integrated Marketing Services

[William--]

Hi Ryan, might just be me, but it's not really easy to digest the description of what it is you are trying to get. I don't have a solution, but a couple pointers/questions: 1. Why is it necessary to add "projectID is not blank"? I don't believe there is such a thing as a null ID. 2. Instead of filtering on Task > Name, I usually filter on Template Task > Name. This is easier and more reliable for me because it returns (or filters out) tasks in which the user changed the original task name. This also lets me specify multiple task names in a single filter rule, which I think is maybe what you're trying to get at? William English T-Mobile

[BarryBu2]

I'm not quite sure what you're trying to achieve, but multiple filters on task name is bound to be problematic. Not least of which is because it's editable, if a user (purposely or accidentally) changes the task name it won't show up on the report. If you're using templates to create your projects, you could filter for something more concrete on the template task and then it doesn't matter if the task name changes. The other (using a new-ish and fantastic feature) is to attach a custom form to all tasks in your system, and have a custom field with three options - effectively blank, 'filter 1' or 'filter 2'. Again, if you can attach the form to your templates and auto-populate it for the fields you want, so much the better. This is a vague response, but hopefully it gives you enough of a direction. Barry Buchanan - WMA Work Management Australia

[RyanCa]

Hi William, Sorry if my write up was confusing - my brain was hurting from the problem. What I'm building is a status report, and the team doesn't want to show tasks within that report that have specific names, they gave me a list of task names and have requested that I build a report to filter all those out. They also only want to show tasks that are assigned to a specific group of users. My approach was to build a task report that: looks only at the identified users rules out if the task is complete looked for the specific task names - that were ONLY in specific portfolio - that's project status wasn't in one of the defined states. the challenge i'm facing is the rules for the task names. Hopefully that's more clear regarding your points / questions 1. - agreed that can be removed 2. - I hadn't thought about approaching it from a template task name.. that might be the ticket ! Thank you Ryan Carroll Integrated Marketing Services

[RyanCa]

Hi Barry, Thanks - i completely didn't think about using the template task name as the filter thank you! unfortunately in testing this implementation i learned that not all of the tasks are template driven (some of them have been removed from the templates, as they're no longer mandatory) so i'm kind of back where i started, trying to filter out tasks by name that could be one of 8 different names. Ryan Carroll Integrated Marketing Services