Dec 31, 2021 07:38 AM
In a Grid View, how would one filter out tasks that are only “Ongoing” as seen in the Gantt Chart? The tasks have a start and stop date, and I want to show only tasks that should be currently happening. This will help eliminate distractions of future things that shouldn’t be worked on yet.
Background:
In the Grid view, the primary items are tasks. I use this Grid for scheduling and delegating work to coworkers. For each task, I have a “Start Date” and a “Due Date”. To visualize these tasks, the Start and Due dates drive the Gantt Chart.
See the following image:
Essentially what I want to do, is create a grid view that only shows the items that today’s date is touching. Another way to say this is, show only “Live tasks” on a grid view. In the following image, that special grid view would only list “Blow form tooling, Prepare RFQ folder and Docs for Outsource, Phase 1 Complete, Phase 2 Meeting, and Phase 2”.
I tried to create a simple formula that can describe if a task is currently ongoing that looks like this:
However it doesn’t seem to work. Please advise, as I am quite stuck on what I thought would be easy to figure out. Thanks in advance!!!
Dec 31, 2021 07:46 AM
Welcome to the community, @Conor_Peleman!
Just click on the filter button in the toolbar and choose to only show tasks where your formula field contains the word “Ongoing”.
Dec 31, 2021 08:07 AM
Thanks for the swift reply. Here’s the list with a filter set to show only “Ongoing”
It seems to be only tasks with Due Dates only, which I use as milestones on the gantt chart. Looking at it now, I think this mechanism adds complexity since for these specific milestones the Start date is empty, probably causing the formula to read it as always < Today().
Referencing the above, the “Prepare RFQ folder…” task which is currently ongoing still does not show.
Dec 31, 2021 08:39 AM
Yeah, you could either adjust your formula to account for empty Start fields, or probably the easier thing to do would be to just make sure that every record has a Start Date. That would probably make your data more consistent & accurate, too.