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ky_powell
ky_powell
Contributor ⭐️⭐️⭐️⭐️⭐️
February 24, 2017
Question

Creating reports on playbook tasks

  • February 24, 2017
  • 2 replies
  • 278 views
Is there a way to report on specific tasks within a playbook. I have an onboarding playbook that contains a task for a QBR. I am trying to create a report to see all upcoming QBR's but I don't see anyway of reporting on a task, only a playbook. 

    2 replies

    jennifer_richard
    jennifer_richard
    Helper ⭐️
    February 24, 2017
    Hi Ky-

    This is definitely possible. You need to use object CSTasks. The name of a task is contained in a field called subject. Here is a small screenshot from a report I created. Let me know if this helps.

    Jennifer

      ky_powell
      ky_powellAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      February 24, 2017
      Super helpful! Got it to work, thank you!
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