Rollforward dates in tasks & Filtering tasks
計画済み1) Is there an ability while rolling forward a process, to rollforward all tasks to a certain due date instead of having to update the dates in each task one by one?
2) Is there a way to filter tasks either within:
a) the process view or
b) the Tasks (homepage) view by task location (a specific spreadsheet)
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Hi Deivit! Welcome to the community.
Bulk updating approval and due dates for Tasks in a Process did get released. More info on that is found here: https://support.workiva.com/hc/en-us/articles/360050581612-Build-a-process.
The requests for calendar based dates, and the filtering improvements in Home are still being looked at. I'm happy to get you connected those if you'd like. Let me know if you have any questions for me in the meantime. Cheers!
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Hi Mike, please add me to the list of supporters for the Calendar based dates improvement.
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Hi Samantha!
Great questions. Happy to help tackle these.
First, we do plan to support bulk updating of Tasks, as well as the ability to connect due dates to a reporting calendar. The likely timeframe for these would be during the first half of 2022, though we'll definitely update you as they are released.
Secondly, we noted that the search functionality in Home for filtering Tasks didn't work as we expected in testing your scenario. We definitely appreciate you bringing this to our attention.
We'll get you connected on our end but do let us know what questions you have in the meantime, and happy Friday!
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Any update on this?
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Hi Mike, please get me connected on that. Thanks.
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