Limit the List of Returned Tasks for a User Defined Field of Data Type Browse for Task That Is Associated to a Project Status Template

A User Defined Field of Data type Browse for Task that is associated to Project Status Template has the option, called Displaying only Project Tasks, to limit the list of returned Tasks.

This article details how to limit the list of returned Tasks for a User Defined Field of Data type Browse for Task that is associated to Project Status Reporting.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Work to expand the corresponding menu.
  3. From the Work menu items, click Project Status Templates.
  4. View the List of available Project Status Templates.
  5. From the left pane click the name of a template. The Details, Project KPIs and Project Status tabs on the right pane will then be available.
  6. From the right pane choose the Project Status tab.
  7. Click the Edit button to open the Field Properties dialog box.
  8. Select the Display only Project Tasks box and click Save.

    Select a project field

  9. Upon returning to the Project Status Templates page click Save to save the changes made to the Template.
  10. View the impact of your changes by accessing the Project Status Reports tab (Project List > Project edit)
  11. Click the Browse button against the UDF to access the Task List.
  12. Note that the Task List displays only Project Tasks.

    Click Save