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September 24, 2014
Question

My Tasks Customized View

  • September 24, 2014
  • 0 replies
  • 533 views

I'm trying to create a view in the My Tasks table which will only display tasks from a specific group. For example: User is a member of Assistant Editor group and Senior Editor group. I want the customized view to only allow tasks assigned to the SE to appear in the table view. I have followed the 5 steps: 1. set name (SE Open Tasks) 2. choose object types (ALL) 3. set filters (assigned = SE, open assignments = yes) 4. set column display (numerous column headings) 5. set sorting (first by name, then by subject) Note: In item #3 above, I have also tried assign = specific user name (rather than a group name). Any suggestions as to what I might be missing?