Exclude project tasks when viewing a single list of tasks
Is it possible when viewing a single list of tasks from a set of nested folders and projects, to exclude (filter out) the tasks that are within a project as opposed to just being in a folder. For example:
MISC (parent folder)
.....Social Media (child folder)
.........SM_task_001
.........Facebook (project)
.............FB_task_001
When viewing MISC as a single list of tasks, I want to see SM_task_001 but don't want to see FB_task_001, which is within a project. Seems to be no way to exclude project tasks thru filtering.
Thanks!
If you have SM_task_001 and FB_task_001 as Separate Item Types then you could filter by the Type of task you want to see.
SM_task_001 and FB_task_001 are both tasks. Unless I'm misunderstanding your suggestion, the Item Types filter doesn't seem to allow me to distinguish between tasks in a folder vs tasks in a project. They are still both just tasks. Can you clarify if I'm missing something here? Thanks!
Hi Marc Charnow 👋, thank you for taking the time to post your question. At the moment, it is not possible to exclude tasks that are within a project when viewing a single list of tasks from a set of nested folders. I will be moving this post to our Product Feedback section so Wrikers looking for similar functionality can upvote it, and this will reach our Product Team as well.
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Rohan V Wrike Team member Become a Wrike expert with Wrike Discover
I think what Tiffany is suggesting is to create a CIT for one or the other of the tasks, just to use for sorting. Duplicate the settings of your Task layout and create a CIT that is something like "Loose Task" or "Project Task". Then use that when creating the tasks. You'd be able to filter out the ones you need to see.
Marc Charnow Steve Mruskovic is on the right path to what I was thinking. Basically if you have the specific tasks as a sep Item Type you should be able to filter for that type.
I have done this for our content assignments.
The key is to 'Expand All' so that all your folders are open, but you will then see the tasks you want.