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Tasks I am a team member of

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  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Kelli Wheelwright

    @jeremiah It sounds like you are trying to create a widget for Custom Fields and Users. What the screen above is showing you is that there are no TASKs that meet your filtering requirements, not that there are no users. 

    What you will want to do to create that widget is a couple of things. The first few steps you have already completed it seems. 

    1) Create a Custom Widget

    2) Choose what folder you want to pull the data from

    3) Include subfolder tasks 

    (all of these look correct as long as all of your projects and tasks you want to pull from are in the EAM Division folder)

    4) Select the status you want to be able to view (Active, In Progress, Completed, etc) 

    5) Select the users you want to be included (assignees) for the report

    6) Click on Add More Filters

    7) Click the box next to the template type you want to filter by. For Example "Department" is my custom filter name and I use a drop down menu of departments

    8) If using a drop down custom field, click the box next to the one you want to track. In my example, click "Leasing" 

    Now you will see any tasks that meet all of the criteria that you selected. If there are none, don't worry. They will appear on your dashboard as soon as there are tasks that meet the criteria you set. Hope that helps!

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