Use task references field in filter and as column in list view
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Jan Rutger Voorhorst
Hi, we use the feature a lot to create tasks from docs. When a task is created this way, in the task the doc is referenced in the section "References", see screenshot.
We need to filter tasks that are related to docs this way, but there seems no way to do that. I tried filtering on assigned comments, but that doesn't work.
When I add columns "assigned comment" and "linked docs" to list view, they say there is nothing saved on the task, see second screenshot.
So please could you improve this in one of these ways?
- mention the doc in the field "linked docs" (that seems the most logical to me)
- or add new field type to be used in filters and as column: "references"
Thanks a lot for consideration of this change.
Kind regards,
Jan Rutger Voorhorst
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B
Becky Schulz
Yes! We often create tasks from docs as well, and this would be very helpful for us too.
E
Esther
This is exactly what we need. Eg: We use to track our Meetings with Tasks Types. In the Description of each Task = New Meeting - we write in the Mintues of Meeting which is related to different tasks in other list. We will @@mention the tasks in the description (as part of the meeting agenda) but in the List View, we would like a column to show all @@mentions and reference of tasks and docs in a list view. Similair like how we have a column for Relationship which shows linked tasks. But that means manually we have to link each single task within that Meeting Task. Which is extra steps compare to @@mention (shortcut key)