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Pull only Specified Open Tasks into the Task Report

I have a "landing page" (screenshot below) for a series of working sessions.  On the landing page, there is a button to create a "working session notes" page; we take notes for each working session on a notes page.

I am using a task report at the bottom of the landing page to list all the open actions items from all of the working sessions, which are pulled from the (child) working session notes pages.  In my working session notes pages, I want to use checkbox functionality (as shown in the 2nd  image below) for the attendees of each working session so that I can check the boxes for the people who show up to the working session.

image.png

Unfortunately, if I use check boxes anywhere on the page, all those items that are unchecked including attendee names, are pulled into my task report.

image.png

I saw a very complicated way to filter tasks by creating "sub-pages" with excerpts for each "category" of tasks and then displaying the excerpts on the main page.  This solution would be rather messy in my scenario because for each page of notes, would have to have corresponding task excerpt pages associated to it, meaning, as we take notes, we would have to bounce back and forth among the pages.

Is there a way to either exclude the items in the Attendees list on our notes pages from the task report on the landing page OR to include only the items in the action items on each notes page in the task report on the landing page?

Our company is on Confluence 6.13.10

Thanks in advance for any ideas!

 

1 answer

0 votes
Thomas Bowskill Community Leader Sep 10, 2020

Hi @Ann Knackstedt 

So I use a similar format to what you are describing, but I don't use checkboxes for attendees.

I simply have a row in a table that contains the attendees and I put present in one line and apologies in another. I don't track any MI off of this (e.g. cross checking that everyone has attended at least one meeting), so I've never needed to get too sophisticated with it.

The table I use is wrapped up in a Page Properties macro, and I have a summary page for all the meetings that are descendants. Looks like this 

MeetingSummaryPageRedacted.png

 

If you want to get a bit more into using this to actually track, then I's say you are looking at sub pages so that you can separate out the reporting -- that feels like it could become quite convoluted as you mentioned.

 

Hopefully this gives you some ideas, and if you want any more detail on what I do, let me know :) 

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