Filter a project by Reference Custom Fields

New Reference fields are great but they currently:

  • Cannot be used to Filter or Sort a project.
1 Like

We are currently using a ‘hack’ to link goals to projects and tasks by using multiple types of custom fields. the ability to sort or group by those custom fields would be immensely helpful. I can also see a myriad of other ways this could help with views and reporting, so is there also a topic of ability to create widgets in the dashboards based on custom fields?

Hi @Fritz_Boyle_PDX ,

Do you mean reference fields? I don’t think so, but you could always search to check if a thread already exists. Otherwise, please create a new thread in English Forum > Product Feedback

Thanks!

1 Like

This would make reference fields much more powerful and enable them to replace several select custom fields we currently use.

2 Likes

Hi everyone,

It is now possible to group and sort tasks by Reference Custom Fields in project and portfolio aggregate views, making it easier to see related work at a glance. This update is live for users in non-FEDRAMP domains, with no admin opt-in required.

What’s new?

  1. Group tasks by the objects they reference, including tasks, projects, portfolios, teams, record items, pages, and goals.
  2. Sort tasks by a Reference Custom Field to bring related work into a clearer order.
  3. Tasks appear once for each referenced object, similar to multi-option custom fields.
  4. Grouping supports the first 10 referenced objects for performance.
  5. Private or inaccessible objects appear as No value.

A quick note

This release supports grouping and sorting. Filtering by Reference Custom Fields isn’t included yet, and there’s no ETA to share at the moment.

@Reuben_Baker, if it’s okay with you, I can edit the title of your topic to “Filter a project by Reference Custom Fields” and leave it open for voting until filtering becomes available. :slight_smile:

3 Likes

Just updated :slight_smile: