Relationship/Task field - Related to task type
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Petr Čížek
Related to the list is a very good feature, but it could be connected only on a level of specific list and not globally or in a folder, which limits its usage. I suppose there is a good technical reason for that; it's a reason why I suggest the third option: make the relationship relatable to the task type. For example, tell that the relation must be just with a task type "Milestone" (or Contact, Idea, whatever...). For me, it would be a huge improvement, because searching for milestones in the structure or all tasks by their names is very ineffective.
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James Hogg
Having exact same problem. We had a List of type of task as that historically was only way to manage Task Types with Custom Fields. We are now migrating to (or want to) migrate to a Task Type, but with the Tasks that now relate we won't be able to have that filtered to the List. What we need is the ability to filter the available tasks by Task Type. This should be a very quick enhancement as only needs another filter option on the List lookup to limit returned Tasks.
As an interim workaround I am testing....
- making my old List private so it is just a Sys Admin holder List.
- Automation that on "Task type changes" to TASK TYPE then "Add to List" TASK TYPE LIST
Cons - there is a "Add to List" action, but no "Remove from List" action, so if Task Type is altered from TASK TYPE we have an incorrect Task living in the TASK TYPE LIST that needs manual cleanup.