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patriciac1
patriciac1
Level 3
June 2, 2023
Solved

Project Report w/tasks

  • June 2, 2023
  • 5 replies
  • 1934 views

Project report - is there a way to start combining 'tasks' into a project report? 

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Best answer by KierstenKollins

Hi! I recently added tasks that were coming up for the next 6 weeks in to a project report using someone else's amazing text mode code I found in the community.

 

Add in a new column to the report, switch to text mode and then drop in the below text mode. This can be tweaked to fit your needs.

 

 

TASKS=6 weeks ahead
displayname=Upcoming Tasks - 6 Week View
listdelimiter=<div>
listmethod=nested(tasks).lists
textmode=true
type=iterate
valueexpression=IF({numberOfChildren}=0,IF({plannedCompletionDate}>$$TODAY+1d && {plannedCompletionDate}<$$TODAY+6w,IF(ISBLANK({actualCompletionDate}),CONCAT({plannedCompletionDate},": (",{name}," | ", {assignedTo},")"))))
valueformat=HTML
width=300

 

 

The only thing I have not been able to figure out yet is if the tasks can be in order by due dates, but having this one stop shop report has been a game changer with this new column.

 

5 replies

KierstenKollins
Community Advisor
KierstenKollinsCommunity AdvisorAccepted solution
Community Advisor
June 2, 2023

Hi! I recently added tasks that were coming up for the next 6 weeks in to a project report using someone else's amazing text mode code I found in the community.

 

Add in a new column to the report, switch to text mode and then drop in the below text mode. This can be tweaked to fit your needs.

 

 

TASKS=6 weeks ahead
displayname=Upcoming Tasks - 6 Week View
listdelimiter=<div>
listmethod=nested(tasks).lists
textmode=true
type=iterate
valueexpression=IF({numberOfChildren}=0,IF({plannedCompletionDate}>$$TODAY+1d && {plannedCompletionDate}<$$TODAY+6w,IF(ISBLANK({actualCompletionDate}),CONCAT({plannedCompletionDate},": (",{name}," | ", {assignedTo},")"))))
valueformat=HTML
width=300

 

 

The only thing I have not been able to figure out yet is if the tasks can be in order by due dates, but having this one stop shop report has been a game changer with this new column.

 

    L
    lizpowell
    December 12, 2023

    This is great! Do you know if there is a way to show when the task is due? Not when it should be started?

     

    Also if there a way to show the due date even if the date has passed?

    KierstenKollins
    Community Advisor
    KierstenKollinsCommunity Advisor
    Community Advisor
    June 2, 2023

    I also recently did the below in a project report.

     

    This column is comparing multiple like tasks on a project and looking to see if the task has been completed or not.

     

    Here is the code I used:

     

    displayname=Assign XYZ Task(s) Status - Already Completed (Checkmark) and Not Completed (Green Dot)
    listdelimiter=<div>
    listmethod=nested(tasks).lists
    textmode=true
    type=iterate
    valueexpression=IF({name}="XYZ Task Name",IF(CONTAINS("CPL",{status}), CONCAT("✔ ",{actualCompletionDate}, " | ", {assignedTo}),CONCAT("🟢 ",{plannedCompletionDate}, " | ", {assignedTo}),CONCAT("")))
    valueformat=HTML

     

     

    KierstenKollins
    Community Advisor
    KierstenKollinsCommunity Advisor
    Community Advisor
    June 2, 2023

    Last one 😊

     

    One of our team's wanted to know the current task(s) that is ready to be worked on.

     

    Here is the text mode code I used:

     

    displayname=Current Task
    listdelimiter=<div>
    listmethod=nested(tasks).lists
    textmode=true
    type=iterate
    valueexpression=IF({numberOfChildren}=0,IF({canStart},IF(ISBLANK({actualCompletionDate}),CONCAT({name}," "),"")))
    valueformat=HTML
    width=300

     

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity Advisor
    Community Advisor
    June 2, 2023

    Kiersten gives some options below with text mode, but in general you just need to create a task report, not a project report. You can group the tasks by project, and/or show the project name in a column of your report. In your filters you can choose to indicate what projects you want to pull tasks from, people assigned to the task, due date, etc.

    If this helped you out, please mark correct to help others : )

    If this helped you, please mark correct to help others : )
      KellieGardner
      Community Advisor
      KellieGardnerCommunity Advisor
      Community Advisor
      June 5, 2023

      Agree with both observations above. You can do a task report and group by project name or you can use text mode to pull tasks into a column on a project report. 

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