Hello.
I have 6 boards as follows:
- Deals
- Contacts
- Accounts
- Leads
- Legal Requests
- Leads Category 2
On a regular basis, subitems are created under various records by various people under all 6 boards.
The screenshot included here below shows that there are 2 subitems which are not “Done”. However, these are only the active subitems for a SINGLE record among many records, under multiple boards.
Is there a way to create a board/view/report which displays:
- ALL subitems from ALL records under ALL boards
- WHERE Status is NOT “Done”
- The board/view/report should display the following subitem columns:
Subitem, Owner, Status, Date
Any help would be greatly appreciated.
Nathan
