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KierstenKollins
Community Advisor
KierstenKollinsCommunity Advisor
Community Advisor
June 20, 2023
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Specific Upcoming Task in Column for Task Report

  • June 20, 2023
  • 2 replies
  • 1815 views

I am working on a task report where I filtered out all of my designer role tasks and only have copywriter role tasks.

 

The problem I am running into is I need to be able to pull in a specific designer task that pulls in the date and assignee for when art work is due to release into a report column so the copywriters know when assets are due to release.

 

Is there a way to do this using text mode? I am thinking this must be an IF(Contains)Concat type of situation.

 

 

Best answer by Madalyn_Destafney

So are the copywriter's task due dates not taking into account the designer task due dates in the same project? Trying to understand the situation a bit more because I'd think you'd still just pull the copywriter's task due dates which should be in a timeframe that works with when asset would need to be designed and then delivered?
If there is a specific task you want to pull into this report still, you could have your existing filters and then add an OR filter section to pull in that specific task name (if it's the same task name in your projects from a template) with task name contains...so then you have that task in there for visibility even tho it's not assigned to the copywriters. You'd see that designer task + the copywriter role tasks...

2 replies

Richard_Carlson
Community Advisor
Richard_CarlsonCommunity Advisor
Community Advisor
June 20, 2023

Could you build the report take advantage of predecessors tasks so that the tasks only show up to the assigned person when all of the required pre-work is finished?

KierstenKollins
Community Advisor
KierstenKollinsCommunity AdvisorAuthor
Community Advisor
June 20, 2023

Oooh, that is an interesting approach.

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity AdvisorAccepted solution
Community Advisor
June 20, 2023

So are the copywriter's task due dates not taking into account the designer task due dates in the same project? Trying to understand the situation a bit more because I'd think you'd still just pull the copywriter's task due dates which should be in a timeframe that works with when asset would need to be designed and then delivered?
If there is a specific task you want to pull into this report still, you could have your existing filters and then add an OR filter section to pull in that specific task name (if it's the same task name in your projects from a template) with task name contains...so then you have that task in there for visibility even tho it's not assigned to the copywriters. You'd see that designer task + the copywriter role tasks...

If this helped you, please mark correct to help others : )
KierstenKollins
Community Advisor
KierstenKollinsCommunity AdvisorAuthor
Community Advisor
June 20, 2023

Good questions.

 

The copywriter tasks are dependent on the designer tasks. The task I am trying to pull into the report is the last step in the process.

 

For the report, we are trying to only pull in the release date of the Designer's Release task. Here is a screenshot of the report thus far with a blank column to the right for the release date.

 

I was playing with the text mode earlier and could not get it to work and was thinking maybe since the report is only filtered to pull in the Copywriter role tasks that the text mode was invalid with the Designer role being filtered out.

 

KierstenKollins
Community Advisor
KierstenKollinsCommunity AdvisorAuthor
Community Advisor
April 21, 2025

Are you able to share the text mode you have in that first column called Prior Task and Assignee? I would love to use it! THANK YOU!


@jhulet 

Here is the final text mode we landed with for the Prior Task and Assignee Column:

 

displayname=Prior Task and Assignee

listdelimiter=<br> listmethod=nested(predecessors).lists

textmode=true

type=iterate valueexpression=CONCAT({predecessor}.{na me}," | ",{predecessor}.{assignedTo}," | ",{predecessor}.{plannedCompletionDate}," | ",{predecessor}.{status})

valueformat=HTML

 

Also in the attached PDF, refer to page 30 for a few other examples if you are interested. 

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