Thursday, April 11, 2019

Create Search for Overdue Tasks

Follow these steps to create a saved search which will show all tasks that have a due date before the current date and time:

1. Reports > Saved Searches > All Saved Searches > New

2. Select Task

3. For the Criteria add:
-Status: none of Completed
-Formula (Numeric).  Set Value equal to 1 and set the Formula to: case when {enddate} < {today} then 1 else 0 end

Note: The formula is used so that time is accounted for as well as date.

To search for only the tasks of the person running the search add a criteria for Assigned To and select Mine

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