Using Reports as daily hot-sheets for full team meetings
Hi,
I currently utilize a custom report for our hot-sheet / scrum meeting with all members of our team in order to align on all active tasks due that week. While the report is useful a huge hindrance I have found is that as soon as you filter/group by project or folder it becomes very clunky if you happen to have folders within a project or folder to help organize the list view in the project or happen to have a folder setup to house a number of different projects that make up a campaign.
For example if the high-level folder is named with the project # and name but then there is a folder withhin there called Phase 1, 2, 3 etc... that direct association to the top-level root project / folder is lost entirely in the reporting. This then requires every single sub-folder or project to repeat an overly longwinded naming convention.
A work-around is to use a task and subtask structure but that then gets clunky quickly as well since dashboards and other view interpret the relationship between task and sub-task differently.
Can an inquiry be made to the product team to isolate an option to filter by the root (highest level) folder / project so all tasks roll up under one area? Or at least had a sub-filter of the subproject / fsubolder enclosed within the root?