Show VTB board column in Task Report

[smathews8726166]

We currently use a freeform VTB.  We track incidents, catalog tasks and private tasks on the board.  We manually add these tasks to the VTB. 

I would like to create a report that shows all tasks assigned to our group that have not been added to the VTB board. 

I can create a report of all tasks assigned to our group.  Is it possible to display a column to show the VTB board that the task has been added to?  I could review this report and identify the ones that have not been added to the VTB.

[Kieran Anson · Accepted solution]

Hey,

You can use the related list condition to achieve this. Create a report on the task [task] table and filter based on the records you want to see / that should/could be on your VTB.

You can then add a related list condition which checks whether the task is on a VTB (see screenshot).

From the below, all active incidents assigned to the assignment group 'Software' that aren't on the VTB board specified in the related list condition will be returned. 

 

[smathews8726166]

Thank you.  I will try this out.

[smathews8726166]

It worked. Thank you!