Build-On Tutorial:

Task Report

Job Tracking Template: Task Report

Overview

Tutorial summary

In this Build-On you will create a report showing incomplete tasks. You will then add logic so your team can see the report summarized either by job or by the staff member to which the tasks are assigned, so they can quickly determine which tasks need their attention.

What to expect

When you’re done with this Build-on, your team will be able to:

  • See all of their Pending or In Progress tasks
  • Group those tasks either by job or by staff member
  • See how much time it should take to complete each task

Getting started

You will need a few elements before you begin this tutorial.

1. FileMaker Pro Advanced

You will use FileMaker Pro Advanced on your desktop to do all of the work in these tutorials. This is used both for development and to access your FileMaker app on the desktop.

If you don’t have a copy, you can download a free trial.

Download FileMaker Pro Advanced

2. Job Tracking Template core file

Before you begin, download the Job Tracking template core file. If you have already made adjustments to it, either on your own or from another Build-On, make sure to save a copy as a back-up before beginning this tutorial.

When you’re ready to begin, open the file on your desktop with FileMaker Pro Advanced, then you can walk through each lesson, step by step.

Download core file

Begin Tutorial