I am trying to build a report for someone that includes tasks that are assigned to them along with items that need their approval. | Community
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BiancaBo
New Participant
Mar 2, 2022 5:33 PM UTC
Question

I am trying to build a report for someone that includes tasks that are assigned to them along with items that need their approval.

The problem with the approval part is that they are usually a stage and the task associated with the approval wouldn't be assigned to this person.

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2 replies

RandyRoberts
RandyRoberts
New Participant
Mar 3, 2022 5:49 PM UTC

You may want to create a dashboard with 2 reports in it. One for tasks and one for approvals.

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BiancaBoAuthor
New Participant
Mar 3, 2022 5:51 PM UTC

Hi Randy! I am fine with having 2, but the issue then is I am having trouble getting a report to show all the tasks that need to be approved that have stages.

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