I am responsible for managing 40+ projects and am looking for a way to do the following:
- Mark a Task as Next Action
- Create a report showing tasks across projects with Tasks tagged Next Action
- Create a report showing projects without an incomplete task tagged Next Action
Even better, if a Project has no tasks assigned with a Next Action, then generate a task linked to that project to create a Next Action.
I’ve got the tagging and first report set up. It’s the identifying of projects without a next action that’s holding me up. I looked into Rules as well as reports and came up empty.