I strongly comment the 'context' of this idea. Just to add my thoughts:
With the recent expanded function of Folders (quotes, invoicing, etc) it really requires the folder structure not to change throughout the project. This does not allow the creation of a new folder, say 'Report' allocating tasks etc to it, and running and user created custom 'folder brief' report. If this is done then the task has to be re-allocated to the original. So, in some way if a 'default' or 'primary' folder structure was available, then a secondary folder structure was available then the grouping of tasks would be possible.
Another thought just regarding the creation of a folder brief report (or project brief report) based on a user custom report is the addition of a boolean logic 'radio button' giving the user the ability to report only on tasks (and associated notes, docs) which are not ticked a closed. In other words, a custom job brief report option for tasks not ticked as closed, or perhaps tasks which have been scheduled, and the report date lies between the start and end date.
Anyway, in essence the functonality of folders is great, just that there is in my opinion a need for secondary folder structure where tasks, etc may be allocated to a single, or even multiple 'folders'.
OR... the ability for users to create reports etc, based on boolean logic and/or queries on system fields and/or custom fields.
Brad Reed
supported this idea
·
I strongly comment the 'context' of this idea. Just to add my thoughts:
With the recent expanded function of Folders (quotes, invoicing, etc) it really requires the folder structure not to change throughout the project. This does not allow the creation of a new folder, say 'Report' allocating tasks etc to it, and running and user created custom 'folder brief' report. If this is done then the task has to be re-allocated to the original. So, in some way if a 'default' or 'primary' folder structure was available, then a secondary folder structure was available then the grouping of tasks would be possible.
Another thought just regarding the creation of a folder brief report (or project brief report) based on a user custom report is the addition of a boolean logic 'radio button' giving the user the ability to report only on tasks (and associated notes, docs) which are not ticked a closed. In other words, a custom job brief report option for tasks not ticked as closed, or perhaps tasks which have been scheduled, and the report date lies between the start and end date.
Anyway, in essence the functonality of folders is great, just that there is in my opinion a need for secondary folder structure where tasks, etc may be allocated to a single, or even multiple 'folders'.
OR... the ability for users to create reports etc, based on boolean logic and/or queries on system fields and/or custom fields.
Thank you.