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JillAc
Level 10
October 31, 2018
Question

Tasks and Issues on One Report

  • October 31, 2018
  • 13 replies
  • 1865 views
Hi This must be so obvious but I can't figure it out. I am trying to create a report for someone that shows all her Current Tasks AND Current Issues that are assigned to her. I can get them on separate reports and put them on a dashboard for her, but not on one nice long list so she can see everything she has to do at a glance. There's no good reason to separate them from a work point of view. Since reports are Object-based I don't know where to begin with this. I think Home is supposed to solve for this, but I need for her to have all the appropriate columns. Thanks!! Jill Ackerman
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JillAcAuthor
Level 10
November 1, 2018
Hi I tried the Assignment report but I can only get it to show tasks, not issues. I can play around with it more, but I suspect the problem is you can't mix objects on one report because they don't share column attributes. It looks exactly the same as My Tasks report. The Work Item I didn't try because of Skye's response, which makes it useless if you can't sort by due date. Really the only resolution I can sees to get this person to stop working requests as Issues, and to convert all her requests to a task or a project. However she's not a Planner and so she can't create tasks and projects from requests without the license which means we have to re-evaluate our setup to accommodate her inability to see all her deadlines together. I'm going to wait to see how the new Home manages these things, perhaps there will be something there that will be good? I haven't looked at it too deeply. Any other ideas, anybody? Jill Ackerman | Director, Product Marketing Lindblad Expeditions 96 Morton Street | New York, NY 10014 Ph. 212.261.9080 | Fax. 212.265-3770 jilla@expeditions.com | "http://www.expeditions.com/"> www.expeditions.com
SkyeHa
Level 10
November 1, 2018
That's what we found with the Work Item report: because the task due date and the issue due date were two separate fields, we couldn't sort by due date. So basically, you can see everything on one report and not sort by anything useful. -skye
DavidTa1
Level 4
November 1, 2018
Jill, Did you try an Assignment Report or a Work Item Report that brings Project/Task/and Issues into one report? The only problem is you will still have separate columns for Issues versus Task information but it will be on one report. I hope this helps! David
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