Forum Discussion
Bert_Wolff
Aug 30, 2021Copper Contributor
Task summary name in PWA
Dear all, I couldn't find a related topic but direct me in the right direction if there is one. In the task pane an user can see his/her tasks, but since we have a lot of the same tasks repea...
- Aug 30, 2021Bert --
Ask your Project Online application administrator to add the Task Hierarchy field to the My Assignments view (the default view for the Tasks page in PWA). Then ask your team members to do the following:
1. Navigate to the Tasks page in PWA.
2. Click the Tasks tab to expand the Tasks ribbon at the top of the page.
3. In the Data section of the Tasks ribbon, click the Group By pick list button and select the Custom Group By item.
4. In the Group Fields dialog, set the grouping as follows:
Group By = Planning Window
Then By = Project Name
Then by = Task Hierarchy
The Task Hierarchy grouping will show the immediate summary task for each task in the Tasks page. Hope this helps.
Bert_Wolff
Aug 30, 2021Copper Contributor
Thank you Dale! This works. I am the application administrator so I could make the change myself. I just couldn't select the planning window as a grouping field in the view management or this would be the standard setting. Many thanks again
Aug 30, 2021
Bert --
You are more than welcome for the help, my friend! 🙂
You are more than welcome for the help, my friend! 🙂