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  4. How can I filter out the tasks that should be completed in the current month?

How can I filter out the tasks that should be completed in the current month?

Added by Serg Baranov 11 days ago

Good afternoon!

I couldn’t figure out how to filter tasks with a start date no later than the current month. That is, I’m interested in all tasks that should be completed in the current month (the start date is earlier or falls within the current month). I couldn’t find a logical filter in the "Start Date" field that would allow me to simply set the value I’m interested in, without calculating how many days are in the current month, how many are left until the end of the month, and so on. Maybe I’m doing something wrong or using the wrong filter?


Replies (3)

RE: How can I filter out the tasks that should be completed in the current month? - Added by Alexander Stock 8 days ago

Hello Serg,

indeed, the current filters for start date do not include a "this month" option (only "this week"). I would be glad if you could submit a feature idea for such an option -> [1]
Most comfortable way with the current filter options is probably the "between" filter. It has a date picker where you can simply click on the first and last date of a month to select the month you want to look into.

Best,

Alexander

[1] https://www.openproject.org/docs/development/submit-feature-idea/#submit-a-feature-idea

RE: How can I filter out the tasks that should be completed in the current month? - Added by Serg Baranov 8 days ago

Alexander, thank you for your response.

At first, I also thought about using the "between" filter and specifying the current month. However, in this case, tasks with a "Start Date" earlier than the selected (current) month are not included in the selection, and we have long-term tasks with a duration of 6 months or more. As a workaround, I am currently using the "between" filter for the "Start Date" and specifying a distant initial date (2022) to ensure that all tasks are included.

Essentially, the "Start Date" filter is missing a "Before" option, i.e., all values before a specified date. I will present this as an idea following the instructions you provided.

Thank you.

RE: How can I filter out the tasks that should be completed in the current month? - Added by Alexander Stock 8 days ago

Ah, understood! Thank you for clarifying this.
You wrote that your are "[...] interested in all tasks that should be completed in the current month (the start date is earlier or falls within the current month)."
If something should be completed in the current month, that the finish date probably is set to a date within this month. You could try to use the "between" filter with the finish date instead. The table will then show all work packages that should be completed (= have a finish date) within the month you selected, regardless of when their start date was. This would also include long running work packages.

Best, Alexander


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