Creating reports on playbook tasks
Is there a way to report on specific tasks within a playbook. I have an onboarding playbook that contains a task for a QBR. I am trying to create a report to see all upcoming QBR's but I don't see anyway of reporting on a task, only a playbook.
+1
Hi Ky-
This is definitely possible. You need to use object CSTasks. The name of a task is contained in a field called subject. Here is a small screenshot from a report I created. Let me know if this helps.
Jennifer
This is definitely possible. You need to use object CSTasks. The name of a task is contained in a field called subject. Here is a small screenshot from a report I created. Let me know if this helps.
Jennifer
Super helpful! Got it to work, thank you!
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