Post

3 followers Follow
1
Avatar

Exclude Recurring Tasks from reports

Hi,

I would like to be able to run a report with a filter to include or exclude Recurring tasks.

Reshma Pendse Answered

Official comment

Avatar

Hi Reshma, you can do this by adding the filter "Item Type" is not equal to "Recurring Task." Item Type is the field that lets you see whether a work item is a task, recurring task, milestone, or project.

Josh Santos
Comment actions Permalink

Please sign in to leave a comment.

4 comments

0
Avatar

Hey Josh,

I tried this but it does not work. When saving, I get the error that I must select an item from the list, and the list does not have "Recurring Task" as an option.

Reshma Pendse 0 votes
Comment actions Permalink
0
Avatar

Can you please submit a support ticket (and please send a screenshot as well). We may have to look into your account to investigate.

Josh Santos 0 votes
Comment actions Permalink
0
Avatar

Is this still an accurate answer?  I have recurring tasks in my work plan, but the item type shows as task.

Bifani, Erinn 0 votes
Comment actions Permalink