Using Reports as daily hot-sheets for full team meetings


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?

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Hi Spencer Turkot, apologies for the delay in response here.

It isn't currently possible to group tasks under one parent project/folder in Reports, and this suggestion has been passed on to the Product team. One possible workaround could be sorting your reports by assignees as well as project/folder. While this will not change the order in which projects/folders appear in the report, it will make it easier for users to find the tasks that are assigned to them.

Hope this helps! If you have any other questions / feedback, be sure to let me know.


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