Tasks & Project Tracking

Hello

Looking for a solution as to why we cannot track Projects and Tasks in the same thread? Example: a user submits a request - they should be able to see that request regardless of whether or not that particular space is set up to generate Tasks or Projects. We have multiple Spaces, all run slightly differently, the average user requesting items can't easily track both Tasks and Projects in one dashboard. 

Why does Created By Me and My To-Do only show tasks?

Anyone have a solution?

Upvote 1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
1 comment
Avatar
Juan

Hi Jessica Ray, welcome to the Community! Thank you for sharing your use case with us. It seems that the best solution here would be to create a dashboard with two widgets: one where the relevant tasks would be displayed and a second one where your team would be able to see the corresponding projects. In case you have any questions, please let us know.
 
I'd also like to mention that you can visit our New to Community forum where you can check all the available resources in our Community 🙂
0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Tasks & Project Tracking
[this list is visible for admins and agents only]

Top

Upcoming Live Sessions

Didn’t find what you were looking for? Write new post