Reporting on Current/Next Playbook Task?

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  • Updated 3 days ago
Hi there,

Does anyone know if it is possible to build a report on the current open task in a playbook? For example, our implementation team would love a report that shows where each client currently is in their launch cycle.

I already know to use to CSTask object to create reports on playbooks tasks. I was thinking that this might be possible if there were a way to aggregate by MIN/MAX of due date for open tasks but it doesn't look like this is currently possible. Would love to hear if anyone has found a way to generate a similar report.

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Calvin Multanen

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Posted 3 days ago

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