Longtime forum lurker, first time forum poster here.
I need to find out how many video projects my marketing team has completed this year (January 2021 to now). We build pretty much all of our work as projects rather than tasks. I was thinking I could use the advanced search to find all projects with “video” in the title, but that doesn’t seem to be an option. When I put “video” in the project field in search, it wants me to select one video project rather than letting me see all of them. When I just search for “video” across everything it gives me a lot of stuff I don’t need (including all the tasks within our video projects, like “schedule shoot date” and “upload to YouTube”). That volume of search results makes it so I can’t really count up the number of projects or generate a useful report.
We use a video template to create these projects, so it would be cool to be able to see all the projects created from a certain template, but I don’t see a way to do that.
Any ideas for how I could find the information I’m looking for or create a way to find it in the future? I’m thinking maybe I need to add a custom field for “project type” with options that match our custom templates (video, print project, website update, etc.).
Any ideas welcomed. Thanks in advance!