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Flow - The To Do lists in the Project Manager dashboard don't show certain requests

000016536 |7/24/2021 12:10 PM
Scope/Environment
MultiTrans TMS
Symptoms/Context
A request that you're working on doesn't appear in your To Do lists on the Project Manager dashboard. For example:
  1. When a quote is required the PM dashboard To Do List does not reflect the "Create Quote" task in the list.
  2. When a quote is created and sent to client for approval the PM dashboard Customer To Do List does not reflect the "Waiting for approval" task in the list.
Resolution

1. Check you're assigned as the project manager of the request

Search for the request then select the Project tab. Check the Project Manager assigned to the request and select yourself from the dropdown list.
User-added image

2. Upgrade Flow from version 7.0.21077.2

In version 7.0.21077.2 there is a bug where the To Do lists are always empty. If you are using this version of Flow, upgrade to the latest version of Flow to fix this issue.
Root Cause
There are 2 possible reasons for this:
  1. You are not assigned as the project manager for the request.
  2. You are using version 7.0.21077.2 of Flow - there is a bug in this particular release where the To Do lists are always empty. This was fixed in version 7.0.21146.1.
Reference
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