Hi! We have a queue portfolio that shows all of our production queues for our agency.
Problem: I’d love to see a column where it shows me if there are any tasks in the 
Inbox section of each project. OR even just if there are any unassigned tasks.
It would solve having to open the project to check.
Example: Social Media Queue would have a 0 next to it
Dev Queue would have a 6 next to it.
Appreciate any suggestions to make my workday more efficient! 
This can be done! You’ll need to add a custom field and some rules to each project, as well as a rollup custom field in the portfolio.
First, in the projects you’ll need to create a Number custom field called “Inbox.” Make sure it is added to your org library and set as a Number field with the Format set to None.
Next, create a rule that says: When a task is moved to the Inbox / New Request section, set the value of the Inbox custom field to 1.
You’ll also want another rule that says: When a task is NOT in the Inbox / New Request section, set the value to 0.
You will need to manually set this value for any items that already exist in the Inbox section, as they won’t trigger the rule retroactively.
Finally, go to your portfolio and create a new Rollup field called Inbox Count. Enter the Inbox field inside the parentheses () of the formula.
That should do it!
You can use similar logic to add a value to tasks without an assignee.
One more question: If I want to show estimated time too in this view but exclude completed tasks, how would I write a rollup function for that?
@Brooke_Christensen the only way I can think to exclude completed tasks would be to have a rule that clears the estimated time when they’re marked complete. Maybe someone else can weigh in with another option? @Richard_Sather has posted a lot about formulas and rollups, maybe he has a trick up his sleeve?
In addition to @Jeremy_Long’s great answer, another simpler way to see the data you’re looking for is graphically in the Dashboard with a couple of charts.
Of course you asked for it in the List view of the Portfolio, not the Dashboard, but just wanted to mention that because it’s more straightforward, albeit not as nice as a cell in List view along with the others, but maybe of interest to others looking to avoid rules and custom fields.
Thanks,
Larry
@Brooke_Christensen @Jeremy_Long Had some great answers here. One thought I had, and this may not be relevant to your use case, is if you wanted to keep the Estimated hours in order to compare to Actuals.
If you are not concerned with saving this data for comparison, then just ignore the rest of this post 
If you do want to save this information, you could create a second custom field to use for your rollup. Have a rule that when the Estimated hours is updated, update the second custom field. Then have another rule to zero the second field out when the task is completed (as @Jeremy_Long suggested). Use the new custom field to rollup to your portfolio view.
Thanks!
I also tried to do this with a Portfolio I have and want to list how many clients are in each portfolio…
I set it up the same way but I get this error message when I try to roll up the number:
@Brooke_Christensen this is likely a format issue, be sure that the format for the custom field in the project is set to None.
@Brooke_Christensen In addition to @Jeremy_Long ‘s suggestion, based on your screenshot it looks like the Client Number custom field may be set to a different field type. Rollup and formulas only work with number custom fields. If it’s a different field type, you may need to recreate it.
Is is a number custom field. Is it because it’s a portfolio referencing a portfolio?
I think we’re out of options, @Jeremy_Long . I think your suggestion would work fine in theory as I haven’t tried it. But I’m generally not a fan of ‘clearing’ any data unless for a good cause.
@Brooke_Christensen , I would agree with @lpb , you could develop these metrics within your Portfolio’s dashboard which you may find more visually appealing, rather than rollups.
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