Help

Remove/filter completed tasks from Employee snapshot once complete

1000 0
cancel
Showing results for 
Search instead for 
Did you mean: 
Josh_Elgert
4 - Data Explorer
4 - Data Explorer

So I have related employees to current tasks. The intent is to be able to, at a glance, see ‘Active’ tasks individuals are working on. Then, once complete(checked off), I would like these tasks to disappear from the snapshot.

I have filtered the tables to remove the completed entries, which works fine at table level. I have even gone into the record and picked the “View” which is filtered.

while not present at the Table level, are still shown in the snapshot.

I hope this makes sense. It may ultimately ruin my plan to use this in the company, if the snapshot shows every single task the employee has Ever worked on.

0 Replies 0