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NSC | How to create a Project Task Saved Search Reminder?

edited Jun 2, 2025 2:44PM in Accounting / ERP


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 -

Patrick Fresnosa | Advanced Accounting | SRP | Ask a Guru

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