Default project desktop reports

Is there anything in the knowledge base that provides criteria around the default project reports/modules? For example the "My Tasks" and "My Tasks Upcoming" reports. I'm receiving reports of expected items not showing on respective reports and before having to create sample projects to test I was curious if the issues could be accounted for based on the predefined criteria.

Tags report desktop
Asked by Kevin Beattie on Tue 12/3/19 3:40 PM
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Answer (1)

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Mark Sayers Tue 12/3/19 3:46 PM

Hello Kevin,

My Tasks ought to show tasks you're assigned to that are active.

My Tasks Upcoming shows tasks that are starting within the next X days, based on how you may have configured the module. There's a gear button that lets you set different time frames for the module to look ahead for tasks that are coming up.

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For the "My Tasks Upcoming" report would it show tasks regardless of predecessor status? And once a task start date passes if the individual has not completed that task it would drop of the report and would then only be visible on "My Tasks"? - Kevin Beattie Wed 12/4/19 7:08 AM
When the task's start date (regardless of predecessor relationship) is no longer in the future, it should drop off the "My Tasks Upcoming" report and would remain only on the "My Tasks" report. My Tasks just looks for whether the task is not complete and the start date has been reached, and for all cardwall cards assigned to you that are not complete and have no start date. - Mark Sayers Wed 12/4/19 11:28 AM