Filter Exclude SubTasks

[Aj_D]

I am looking for a way to exclude SubTasks from a Project view. For example, when a Project filter is in place that excludes Tasks with or without a specific custom field value, the filter would also exclude SubTasks under those same conditions. Currently, I have not been able to find a combination of filters to achieve that result.

The scenario we have is a Project used by a combined Dev & QA team. The Dev Tasks typically end up with a QA SubTask, and both have estimated Sprint Points. We have a custom field to designate the Task Team. However, even when we filter for only the Dev team, the QA SubTasks still show and as a result, the QA SubTask points still skew the Section totals.

I’ve tried combinations of Filters and Groups, I’ve multi-homed the QA SubTasks to be ‘parent’ Tasks in the Project, but none of the things I’ve tried have resulted in the QA SubTasks being hidden and/or their points being removed from the Section point totals.

Does anyone have any ideas or workarounds? Any help is appreciated. Thanks.

[lpb]

@Aj_D,

Subtasks generally “come along for the ride” and the only situation where this can be influenced is with the Incomplete filter which will filter out completed subtasks in List view.

So the only thing I can think of is for you to use one Dev Sprint Points field and another QA Sprint points field.

Thanks,

Larry

[Aj_D]

Thanks for the quick response Larry. Got it, that is good info and a worthwhile workaround to consider. Thanks!

[Aj_D]

I did actually think of another workaround, for a total of two workarounds to consider.

Workaround 1 (Larry): Separate DEV & QA Point Fields

• Rename existing “Points” field to “PointsDEV”.
• Create (2) new fields in addition to the existing “PointsDEV” field…
  • “PointsQA”: new number field.
  • “PointsAll”: new formula field that adds “PointsDEV” and “PointsQA” for a ‘Total Points’ value.

Workaround 2 (Aj): Parent DEV Task

• Asana only calculates number field values for ONE SubTask level deep.
• IF you create a parent REQ Task for all of the DEV Tasks with QA SubTasks, only the DEV Task point values will be included in the Section totals.
• Example Existing…
  • DEV 01 Task: 1pt.
    • QA 01 SubTask: 1pt.
  • DEV 02 Task: 1pt.
    • QA 02 SubTask: 1pt.
  • Section Total: 4pts.
• Example Proposed…
  • REQ Parent Task: 0pt.
    • DEV 01 Task: 1pt.
      • QA 01 SubTask: 1pt.
    • DEV 02 Task: 1pt.
      • QA 02 SubTask: 1pt.
  • Section Total: 2pts.

[lpb]

Well done!!