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.
Thanks for the reply. Project Search options would be great and I will upvote that one.
Our team really needs PPM, and the current Portfolios could use some features including searching, sorting, and filtering on Projects and their fields, just like we have with Tasks.