Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
NSC | How to create a Project Task Saved Search Reminder?
Scenario:
A Project Resource wishes to set up a reminder in the Reminder Portlet for Project Tasks they are assigned to. They want to filter Project Tasks with "In Progress" and "Not Started" statuses on this reminder.
Solution:
Creating the Saved Search:
1.) Navigate to Lists > Search > Saved Searches > New
2.) Select Project Tasks
3.) Under Criteria
Project Task Assignment fields…Resource = Mine
Status = In Progress, Not Started
4.) In the Results tab, remove all columns and add:
Name - This is the name of the Project Task
Project - Project Name
Project Task Assignment..fields : Resource Name - This will be the project resource
Project Task Assignment..fields : Estimated Work -
Tagged:
0