Keeping parent Task during filter search

Steve Greenberg

I have been using the Parent Task as a header for child task below.  The child task has an owner, the header does not.  I'm in construction so for example the Contract header has child items such as site visit, develop scope etc. 

 

My owners don't want to see all the items that they don't own and I have a filter for each owner set up. When the filter is used, since I don't have an owner for the Parent task/head it doesn't show on their screens which is confusing for them. They do see all their tasks, which is good.

 

Can anyone suggest a better way to do this or make the Parent task show up at all times? 

J. Craig Williams

Steve,

 

If you really mean a Filter and not a Report, then  check the box:

 

 

Craig

Steve Greenberg

Craig,

 

That was so easy it's embarrassing. Thanks

J. Craig Williams

You've entered a judgement free zone.

 

Craig

Laura

This is our favorite feature right now! I'm so glad Smartsheet added "Current User" as a filter option. 

Bruno

hi!

and... If it was in a report, any solution?

warm thanks!

J. Craig Williams

Bruno,

 

While we can not show the hierarchy in Reports (that is being able to collapse / expand sections), if you just want to pull data, then your sheets need to capture something that will be used in your Report criteria.

 

For example, suppose you want to see all rows that have "Wheelbarrow" in the [Description] column.

Your Report is likely pulling that from the What? criteria.

 

Add a new column, even a CheckBox column.

If the row is a chiid row & contains "Wheelbarrow" then 

check the box

otherwise 

check the box if any children are checked

(if parent might contain "Wheelbarrrow" when children don't, check for that too)

 

The formula can be written in a variety of ways, but that's the gist.

 

Craig