Question
Overdue tasks by CSM
I am trying to create a report for overdue tasks by CSM. Everything in Vault is based on overdue CTA's. I think I am getting close, but the way I have this currently set up, I think I will be missing some tasks. Since I am filtering by overdue CTAs, and showing sum of open tasks, I may be missing tasks that are overdue even though the CTA's is not overdue.
+1Hi Ky, you are correct. You can use source object CSTask instead to get all tasks which are overdue instead. Will that help?
Hi Ky! Here's how we filter open/work in progress CTAs by CSMs, so they can click into the report on the dashboard to see which are overdue.
Thanks Chloe!
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