Background:
We have two teams collaborating on a single feature project. The features in this project need to be completed by both teams. To track progress, each team uses its own status project, and both status projects contain the features automatically added from the feature project.
What I am trying to do:
Features are added to each status project through automation rules in the feature project. Subtasks are then created automatically within each status project. I would like to filter subtasks so that any subtasks created by other status projects become invisible within the current project.
What I’ve tried so far:
I created specific labels for the two projects and tried filtering with these labels. However, this does not work because the filter only applies to the parent tasks, not the subtasks.
I would like to know if there is a way to achieve this requirement. Thank you in advance!
Project filters do not include subtasks, so you will not be able to filter out subtasks based on custom fields or tags. This topic has been raised by other users, so you can vote on it here.
For the subtasks to be included in the filtering, you need to add them to the project. The filters work on a project level, and subtasks that are part of a task but not the project, will be excluded.
Perhaps creating 3 projects could solve your problem:
Master project - to store work from both teams
Project for team 1 - with tasks visible for team 1 only
Project for team 2 - with tasks visible for team 2 only
That would make managing access much more streamlined. Alternatively, you could use a portfolio to manage projects of team 1 and 2 instead of a 3rd project.
I know these are not ideal solutions, but perhaps something will work as a workaround for your use case.