Task Dashboard Widget: Group by Project

It would be useful to be able to define a task list widget that would group tasks from the same project together under a project heading, preferably a click-able heading that takes you to the project info. It would also be helpful if these groups were collapsible, but that's an extra.

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Comments

Whitney Norton

@Basudha Sakshyarika thanks for the update! This almost works perfectly, but we do a fair amount of nesting of projects within projects (we run complex enterprise programs with multiple subprojects). When a task is housed in a nested structure this is far less clean.

Basudha Sakshyarika

Thanks for sharing, @Whitney Norton 👍🏽 While the grouping by project in the Dashboard shows all the subprojects as well, I understand that it might not be as clean for complex programs with multiple sub-projects. Do you have any suggestions on what changes would help in your case? Thank you! 🙏🏼

Whitney Norton

Hi @Basudha Sakshyarika - I'd love to be able to either:

1) choose the "level" - so limit to grouping at first location above for example [made more complex by 1:many relationship between items and locations)

and/or

2) group/filter by location item type (for example - group by location (location type includes "custom project type A" and "custom project type C") ) we have a custom project item type for Programs, one for Subprojects, another for RAID Logs, etc. that would let me limit to showing all Subprojects and then group by Program - that way folders stay out of the mix AND i'm defining what level i want to group by. it's on me to maintain a rational custom item type logic structure, though.

(#2 would be strong preference)

Ashley Fischer

@Basudha Sakshyarika I like the idea of choose level, but that could also be a lot of additional upkeep as projects grow. We are trying to build out a dashboard that displays all deliverables (project custom item type) for the top level project. We don't necessarily care which sub project they are part of when reporting to the executives. We just need to see the health status of the 15 deliverables for the project. The closest we have been able to come is to group by location, but that only goes one level up. Our projects can have 6 or more sub projects, so the deliverables on the dashboard are grouped into 6 different categories, multiply this by the 10 active initiatives in the system, and the executive dashboarding gets really messy. Ideally there would be a way to mark the top level project as the "parent project", then group the deliverables by the different parent projects.

Basudha Sakshyarika

Thank you, @Whitney Norton and @Ashley Fischer, for sharing your suggestions. I have forwarded the details to our Product team and will let you know if there are any new developments. 😊

Whitney Norton

@Ashley Fischer NOT a fix (the grouping we're discussing here is what's actually needed) but in case it's helpful to you, our current hack for that same issue is a custom field for our key initiatives which we then manually maintain (which is a pain and leads to errors), and then we group by that custom field for our exec team.

Again - doesn't decrease the need for this grouping ability, but in a pinch it's worked decently for us to simplify for leadership. The "what if someone forgets to add the field" issue does keep me up at night though.