Reporting on Current/Next Playbook Task?

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  • Updated 2 months ago
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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 2 months ago

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Sagan Sherlin, Champion

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Hi Calvin, we're using GS Task in Reporting to get our Playbook Tasks.  This has worked better for us than CS Task.  We've been able to create various reports, if think similar to what you're looking for.