Hello, I am trying to build some visualizations on the dashboard that would require Task visualization based on Project Fields - fields that are not automatically inherited by the tasks in the project for execution purpose.
(I understand that I can create an automation to add the same project fields to the tasks, but this is suboptimal and will cause inconsistency when multiple people in the org, with different level of familiarity with tool, use Asana)
Example:
**Project has Custom Field 1 → Team A, Team B, Team C
Task does not have the same field
Visualization goal: View all milestones in all projects of the portfolio that has Custom Field 1 as Team A.**
As of right now, when selecting Task view in the dashboard, I can only field for the tasks that are also Team A.
Hi @Paulo_Barros , tasks within a project do not ‘inherit’ the fields of the project that they are in. I’m not super clear on your post, I’m a bit confused by what you mean here:
I think there is also an issue with your Goal. Dashboards won’t present a list of milestones (or tasks) but will give you the number of them.
The problem is that you want to report on tasks but apply filters of a project’s fields which is not currently possible. You can only filter by setting specific projects that you ‘hard code’ i.e. not dynamic as you add more projects for Team A for example.
You can however filter by a specific Team that the projects are ‘associated’ to. (this is the Team that you see in the ‘Edit project details’ menu, or if you enable the ‘Teams’ column in the Portfolio List view. So instead of using a custom field, you could use the this filter instead. So you would create a chart like this:
Alternatively, if you really want to use your ‘Team’ custom field, then you would have to create a portfolio for each Team, add the relevant project into the relevant portfolios (move all projects by Team A, into the portfolio for Team A) but then you would have a chart in each Dashboard tab of those portfolios, instead of one Dashboard for all. But perhaps that may also work for you.
It’s a bit tricky to address your use case in the forum. I usually do this over a live call with the customers we work with.
I found a workaround to my issue by using portfolios to consolidate projects that have the same field I am willing to use at a project level.
I was not looking to create a list - I was more interested in the the count of milestones (as you pointed out).
But the fact that we can’t use project filters for tasks - say select all milestones for all projects that has a specific custom field set as X - was my request/question.
I understand that this is not a current feature, but it would make our (at least mine) life a little easier.
@Paulo_Barros, I’m not sure if this is what you did, but it might help:
In all portfolios with that custom field, add a rule for new projects added, and also that could be run manually, with the condition field set as X, to add the project to an “X Projects” portfolio.
Run that rule manually (or otherwise) to add existing projects to “X Projects” portfolio.
Now you can show the Milestone progress column in the portfolio list view, create charts (just a simple number chart suffices for your initial request), and even create saved (starred) advanced search reports where you set Located in to the “X Projects” portfolio for detailed reporting.
