Hi, I need advice on the following case I am trying to create.
I have a portfolio containing multiple projects. In each Project there are one or many tasks which have ‘reoccuring’ date settings. We have monthly and quarterly reports so reoccuring setting is great for us to auto-create the task for the next period.
I want to create a dashboard where I would like to see all the tasks in the Projects.
So, I created a Project called ‘Dashboard’.
I wanted this Dashboard project to show me all the reports running under different projects, assignees and due dates.
I created a new rule in a specific project as ‘if there is a new task added to this section, share with the Dashboard project.’
However the rule isn’t running for the reoccuring tasks. it only works for manually created tasks. Any tips? Should I run different rules or use a different mechanism to create a top level view?