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Sort/Order Issues Report by Task ID

I have found the Issues Report template to be very useful, including its lookups to Task, Plan, and Project. But there is one key field missing - the Task ID. I do appreciate having the Task (name) hyperlink, but also need the Task ID for logical...
1 Answer
Jodie Alexander Last activity on 11/4/2024 9:15:28 AM by Mark Sayers

Adding ticket tasks to personal Calendar instead of public

In TDNext there's an option to add ticket tasks to calendar, but it seems that it adds them to a shared/application calendar visible to everyone and I'm not seeing any option to add them to a personal calendar only myself can see- is there a sett...
1 Answer
Simon Martin Last activity on 7/30/2024 11:57:14 AM by Mark Sayers

Combined Task and Workflow Step Report

I've noticed that some technicians are missing workflow steps and or tasks. Can I create a single report that contains incomplete workflow steps and tasks regardless of ticket status? Or do you have another approach?
1 Answer
John Anderson Last activity on 6/20/2024 4:36:19 PM by Mark Sayers

Filter on task responsible person group

What filter can I use to show a task's group responsibility when the task is assigned to a person? For example, a task is created for the Business Services group. Then, a member of the Business Services group takes the task. The task resp changes...
1 Answer
John Anderson Last activity on 4/5/2024 4:27:37 PM by Mark Sayers

Task Ticket Templates

Is there a way to set the default when adding a Task Template to a request to be un-checked for the Delete any existing tasks question?
1 Answer
Jeff Schilling Last activity on 3/26/2024 12:53:16 PM by Brittany Renn

Sort/Order tasks report so main task and subtasks are together

I’m building a project task report using the Tasks Report template. I want to sort my report so the subtasks are in order with their main task. Is there a field (or different report template) that will allow me to do this? Is there an identifier ...
1 Answer
Jodie Alexander Last activity on 3/21/2024 10:09:08 AM by Jodie Alexander

Project appears 100% complete, but there are still open tasks

Hello, I'm wondering why my total % complete says 100% when I clearly still have tasks which have not been completed. Screen shot is below.
1 Answer
Sarah Glatz Last activity on 9/25/2023 9:24:07 AM by Mark Sayers

When a Task closes on a project that's time is managed by plan, does the unused scheduled time come off of the resource's schedule?

I manage my projects schedules by plan.
When a task is completed in less time than the estimate will the remaining time get added back to the resource's schedule?
1 Answer
Jeffrey Wormley Last activity on 8/1/2023 4:31:55 PM by Mark Sayers

When a predecessor task closes earlier than its end date will the dependent tasks' start dates move forward to start earlier?

I have 2 tasks.
One is a predecessor to the other.
If the first one ends prior to its end date will the second task's start date move forward to allow it start earlier?
Is it possible to make this happen automatically?
1 Answer
Jeffrey Wormley Last activity on 8/1/2023 2:45:48 PM by Mark Sayers

Project task dependency has a red border and will not save

Hello - I would like to know what the red border means when trying to enter a project task dependency (waterfall).
I have a project task on line 117 of my project and I want it to be dependent on the task on line 161. This dependency field o...
3 Answers
Sarah Glatz Last activity on 7/31/2023 3:50:18 PM by Sarah Glatz

Ticket Tasks - "Complete Within" Field

Whenever I create a new task for a ticket, the Complete Within field is always set to 1 hour. I'm wondering if there's a way for me to change it in the settings so that the default is 0 hours and that way we can only assign deadlines to tasks tha...
1 Answer
Riley Fay Last activity on 7/6/2023 1:06:39 PM by Brittany Renn

Converted Service Request to a Task Unintentionally

Hello,
We have Converted Service Request to a Task Unintentionally. Is there a method to undo that action so that we can re-assign the service request?
Ticket states: "Because this service request has been converted to a task, its start ...
2 Answers
Sarah Glatz Last activity on 1/23/2023 3:19:00 PM by Sarah Glatz

Cancelling Tasks for a Cancelled Ticket

When a ticket is cancelled or closed the tasks are left as is and can show up on reports as still needing action. What is the preferred method of "cancelling" a task besides setting it as 100%? Scenario: a ticket for a new employee that has multi...
1 Answer
Kendall Johnson Last activity on 12/21/2022 2:46:55 PM by Greg Van De Mark

Move Task to a Different Plan?

Is there a way to move a Project Task to a different Plan within the same Project (both are waterfall)? I'm trying to consolidate them and a couple of Tasks have recorded hours and updates.
1 Answer
Sara Ainsworth Last activity on 10/17/2022 9:24:06 AM by Mark Sayers

Creating Ticket Template With Multiple Ticket Tasks

Hi there,
I have yet to find something that directly addresses what I want to do. I assume that I need to use the Workflow function to achieve this, but want to make sure.
When a new tech starts we have to grant them a bunch of accesses. ...
1 Answer
Damon Stennett Last activity on 6/20/2022 1:16:21 PM by Mark Sayers