How to build a MS Project Schedule using filters?

Copper Contributor

I have got a schedule template with a list of the tasks with links, duration and calendar etc. Now, I have to create the individual project schedule using this template, but not all the tasks are required for every project. Is there a way where I can provide the opportunity to the user where they can answer few questions (for example yes or no) and that will generate a schedule with tasks relevant to their project?

1 Reply

Click New and complete the fields in the Filter definition box. For the first condition ignore the And/Or column. Under Field Name select the field that you want to filter on, then select the test for example, contains or equals. Finally select the value.

I hope this information helps!