Is there a way to show incompete tasks for a particular job
Hi Scott! Welcome to the community.
Are you asking if there’s a way to filter the tasks in a work item to show only the incomplete tasks? I do not believe that there is a way to do that. What you can do is request reports from firstname.lastname@example.org that show the level of detail you want.
Check out this half-hour webinar by Ian that shows all the reports and the kind of data in them that you can get from support.
Is that helpful at all?
That would be ideal
Sometimes you just want to review job status .. and see where incomplete tasks are at
I don’t know if this helps, but we have set our work items to proceed sequentially from step to step in a linear path. We have several milestones outlined. Here’s an example:
Individual Income Tax Milestones:
In the work item, each of these milestones are represented by task sections. Once the tasks are completed in each section, we have automators that move the work item to the next work status. We then use Kanban boards to track the work items as they move from left to right. It gives a really visual and fast way to judge where work is at without digging into the details. Only the work items that stand out on the kanban board warrant a deeper look into a specific work item.
Are you using the tasks differently where something like this wouldn’t work?
Are we talking tasks assigned to yourself (or other team members as well)?
For myself - I’d usually go to my To Do list > filter by client and then see what tasks are still to be done (whether it’s Today, This Week or Later)
If it’s tasks assigned to a everyone: I don’t think there is currently a way to filter when you open the actual work and go to Tasks
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