Our team has been really struggling with one small piece of the recent update. We regularly used the filter section to go through each team members tasks in a meeting - first you could choose to show just your tasks, then go through your teammates one at a time. You can still do this task, but it takes A LOT more clicks. I’d love the ability to do our own filter presets in specific boards!
Welcome, @anon88318121,
Another suggestion, in case you hadn’t tried it yet, you could sort (group) by Assignee and that would eliminate a lot of clicks; just scroll; collapse/expand if desired.
Larry
Hey @lpb - thanks for such a prompt response.
Totally a fair suggestion. Unfortunately, because it still shows every task for every team member it’s quite difficult to quickly assess how many tasks a single team member still has open / in progress / finished. Instead we’re met with a wall of 100+ tasks and a lot of scrolling to see what’s on a single team member’s plate. We can definitely work around it, but it was a filter that I was using 5+ times a day and even then I wished there was a shortcut to it.
I understand, @anon88318121!
Depending on how many team members you have, you could save an Advanced Search report for each person, sorted by Due date or other field, and so long as the columns can show what you need (you can include global custom field columns), that might be another alternative to consider.
Sounds interesting - can you link me to information on how to save an advanced search report? I can’t seem to find information on it.
Sure, you do an advanced search (Search box > Advanced search) then there’s an option at the top right to Save. You get to name it and it appears on your sidebar. You can share the URL in the browser address bar with others. More info;
Larry
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