Reporting Sort Heirarchy/Priority

See below.

We would like to run a report on the projects in our department based on:

  1. Content Ownership Category 1  (note: auto-filled at project level, but not task level when project request comes in)
    A) Content Track A   (note- auto-filled at project level, but not task level when project request comes in)
        i) Project 1 
            a) First Chronological Task
            b) Second Chronological Task

       ii) Project 2
            a) First Chronlogical Task

    B) Content Track B
           a) etc., etc.

  2. Content Ownership Category 2
     A) etc
  3. Content Ownership Category 3
    A) etc.

Any feedback on how to do this?

When we group the individual tasks into the projects, but when we use the view in Screenshot 1, the project's tasks are sorted out of order.

When we use the view in Screenshot 2, and we try using the "Group By" tool to set a hierarchy like the one above, because the project request won't auto-populate the tasks in a template, we are limited.

Any assistance that isn't "manually append the custom fields to each task"? Am I missing something?SCREENSHOT 1:

help.wrike.com/hc/en-us/articles/209604309-Report-Table-Charts#edit

 


SCREENSHOT 2:

 

1
1 comentario
Spot On Innovative Approach Stellar Advice

Update:

Ideally this would be the set up - but because this is set up as a "Project' report type and not a "task" report type, it doesn't carry the tasks on the projects through.

 

1

Folllowing List for Post: Reporting Sort Heirarchy/Priority
[this list is visible for admins and agents only]

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