View Tasks for a Managers Team
I created a Tasks table initially in my app assigning tasks to a Assigned To field that was a List User Type (as there are occassions where I can have more than one assignee on a task).
That worked great until one of my directors asked if they can get a report showing all of the tasks assigned out to their team for workload planning. The request makes perfect sense except my current workflow has no way of doing it (oops).
Good news is this is test data while we are building this app so what I am learning is my methodology is not sound.
Quickbase support recommended creating a departments table with a list of my departments. Each team member can be a member of a department. Put a checkbox on the Team Member if they are a department head (so it knows if they are a supervisor basically). They also recommended a join table between department and Team Member for the data flow (but this does not entirely make sense to me as an employee can only be part of one department.
So now I am stuck on how I can generate a report showing all tasks assigned to someone's team. I am coming here because I am not 100% sure the support sent me in the wrong direction and actually made this way more complicated than it needs to be. I would have to imagine a zillion people have done this before me lol
Is this the correct way to represent this data? I would like creating a department multi select text field on the team member table would be simpler. In lieu of the join and departments table. But even if I do that, where do I go from there?
Thanks for the help!
That worked great until one of my directors asked if they can get a report showing all of the tasks assigned out to their team for workload planning. The request makes perfect sense except my current workflow has no way of doing it (oops).
Good news is this is test data while we are building this app so what I am learning is my methodology is not sound.
Quickbase support recommended creating a departments table with a list of my departments. Each team member can be a member of a department. Put a checkbox on the Team Member if they are a department head (so it knows if they are a supervisor basically). They also recommended a join table between department and Team Member for the data flow (but this does not entirely make sense to me as an employee can only be part of one department.
So now I am stuck on how I can generate a report showing all tasks assigned to someone's team. I am coming here because I am not 100% sure the support sent me in the wrong direction and actually made this way more complicated than it needs to be. I would have to imagine a zillion people have done this before me lol
Is this the correct way to represent this data? I would like creating a department multi select text field on the team member table would be simpler. In lieu of the join and departments table. But even if I do that, where do I go from there?
Thanks for the help!
