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GinaTu
Level 3
July 28, 2023
Solved

Assignment report

  • July 28, 2023
  • 2 replies
  • 1130 views

Hi everyone!

 

Can you help me create a report? I'm looking to report on which projects have required our marketing ops role and which marketing ops manager is assigned.  I've tried a couple different ways but it keeps listing each project multiple times and I'm guessing it's because the marketing ops mgr has multilple tasks within the one project. So the question is, how do I keep the projects from repeating?  

I hope that makes sense. Thanks for your help!

 

Gina

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Best answer by Madalyn_Destafney

You can pull a task or issue or assignment report filtered of those assigned to these specific users, and group by project...you can have the project groupings collapsed on default so it's not appearing as a really long list.

You are correct that the projects are repeating because they have multiple tasks assigned within a project. So, if you're not wanting to see every task but only projects in general that have tasks assigned to this role (regardless if the project has 1 of 5 tasks assigned), you can do a PROJECT report with this filter:

Or for specific names:

If you found this helpful, please mark correct to help others : )

2 replies

Kundanism
Kundanism
Level 10
July 28, 2023

Hi

Please try the basics, refer attachment.

Best regards. 🙂

 

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity AdvisorAccepted solution
Community Advisor
July 28, 2023

You can pull a task or issue or assignment report filtered of those assigned to these specific users, and group by project...you can have the project groupings collapsed on default so it's not appearing as a really long list.

You are correct that the projects are repeating because they have multiple tasks assigned within a project. So, if you're not wanting to see every task but only projects in general that have tasks assigned to this role (regardless if the project has 1 of 5 tasks assigned), you can do a PROJECT report with this filter:

Or for specific names:

If you found this helpful, please mark correct to help others : )

If this helped you, please mark correct to help others : )
RobinC
RobinC
Level 2
July 31, 2023

I've used this filter and it works.  I would mark this answer correct, if I knew how. 🙂

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
July 31, 2023

Great! Glad that helped. I've marked it correct based on your reply. In the future, you can mark posts correct on questions you've posted by clicking the 'Correct Reply' button at the top right of the user's post that you are saying is correct.

If this helped you, please mark correct to help others : )
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