Filters

IFCC

Hello, I have a Master sheet setup w Task Names being my customer column.

From that I have filters setup for each of my processes which is in the Assigned Column.

The filters for example will show all the jobs on the finishing calendar.

What I would like to do is setup a filter that would show all the processes for one customer(taskname) It would plot out on a calendar just the one job start to finish.

I'm confused how I can go about setting this up as of yet.

thanks

Mike Wilday

Can you create a report that filters the task name? You can either use Task Name contains "Ryan" and you would get every task for Ryan.

IFCC

Sorry, still at basic program and am unable to do reports.

I would like to be able to use a checkbox beside each taskname and have that linked to a filter when I apply it.

Not sure if this is possible though.

Marcus Odum

I agree with Mike. You can add the checkbox status in the report criteria. For each new report simply copy the report and modify the parameters.