MindaMay
6 years agoQrew Cadet
Collapsed Timeline report shows a bar for each set of Tasks. Need that same info (duration of the set of Tasks) on a Calendar report.
Collapsed Timeline report shows a bar for each set of Tasks. I want to see that same information (the full duration of the set of Tasks) on a Calendar report. I know I can use Min Max summary fields to pull the Start Date and Projected End Date of each set of Tasks up to the Project level, so I can get the Start Date and End Dates I need, however I would end up with 7 sets of Start and End Dates. The Calendar report is only set up to work with one Start and End Date. What would be the best way to pull a Calendar that shows the same info that I see when I'm looking at a collapsed Timeline? Also, would like to color code each Task Set bar in the Calendar and would be cool to also see Milestones on the Calendar. Looks like there is not an option to collapse the Tasks in a Calendar report.
Here's a visual of a collapsed Timeline:
Here's a visual of the Calendar for the same Project. I've got it set to show only 1 Task per day, so I can sort of see a similar visual, however, it is misleading because so much of the info is buried in the records that don't show. For example, I'd like the Calendar to show visually that Kick Off and Creative task sets can begin on the same day that Bidding ends and that info is buried.
Also, ideally I need this calendar report to be miniature and embedded on a form (as opposed to the regular sized calendar report that you see when you embed it on a form).
Here's a visual of a collapsed Timeline:
Here's a visual of the Calendar for the same Project. I've got it set to show only 1 Task per day, so I can sort of see a similar visual, however, it is misleading because so much of the info is buried in the records that don't show. For example, I'd like the Calendar to show visually that Kick Off and Creative task sets can begin on the same day that Bidding ends and that info is buried.
Also, ideally I need this calendar report to be miniature and embedded on a form (as opposed to the regular sized calendar report that you see when you embed it on a form).