Report on Tasks due including Header

Hi all,

Can someone provide me a workaround here.

I would like to run a report that lists all the tasks due to start in the next 5 days.

But what I need is to include the Phase name, even though the Phase has already started.

I have added screenshots of what I have done, but this adds all phases, even the ones that does not have tasks that is scheduled to start in the next 5 day.

So my question basically is that how to I list tasks in a report that is starting in the next 5 days and add their "Phase" name as well?

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Accepted answers

Paul Newcome

Try something like this in your checkbox column...

=IF(COUNT(ANCESTORS([Primary Column]@row)) = 0, IF(COUNT(CHILDREN()) > 0, 1), IF(AND(Start@row >= TODAY(), Start@row <= TODAY(5)), 1))

First it checks to see if it is a parent row. If it is a parent row, then it checks to see if any children are checked. If any children are checked, the parent row will be checked.

If it is not a parent row then it will look at the start date and check the box if it is in the next 5 days.

Then you should be able to build your report on only the checkbox column.

All comments

Andrée Starå

Hi Andre,

Would it work if you see the Phase names in another column on the same row as each task, or do you want to include the header/parent?

I hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Paul Newcome

Try something like this in your checkbox column...

=IF(COUNT(ANCESTORS([Primary Column]@row)) = 0, IF(COUNT(CHILDREN()) > 0, 1), IF(AND(Start@row >= TODAY(), Start@row <= TODAY(5)), 1))

First it checks to see if it is a parent row. If it is a parent row, then it checks to see if any children are checked. If any children are checked, the parent row will be checked.

If it is not a parent row then it will look at the start date and check the box if it is in the next 5 days.

Then you should be able to build your report on only the checkbox column.

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