Custom Report - Project's I'm On

Forum|Forum|1 year ago
July 25, 2024
2 replies
1313 views

I'm looking to create some custom reporting to somewhat replicate the Project's I'm On image below (image 1).

When going to the reporting tool, I am unsure what filter to use to replicate and show all the projects that I am on. I am not the project owner of any, so I can't filter by that. What filter should I be looking for (image 2)?

I've considered subscribing to all projects, and filtering by projects that I am subscribed to, but there are a lot of projects and I would like to not have to manually subscribe to all projects that I am on.

Image 1

Image 2

Workfront

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

skyehansen

I believe that the filter on that button is set to something similar to the below. The concept is that if you're assigned to a task you're added to the project's People tab. It's not to say that this is the only way to define it, but I think that's how Workfront defines that button. There are also variations to that filter that other customers have set for themselves, like making sure projects only display if there are incomplete tasks, or whatever else they define as a "project I'm on".

E

ErickDiAuthor

Level 2

Hi!

That is close, but it seems like that filter replicates the "My Tasks" dashboard, which shows me to see all the projects I'm on with incomplete tasks.

I need to be able to follow projects that I am on, but I don't have any tasks for. For example, the image below shows how a project is delegated to me. I don't have any tasks on that project, but I am responsible for overseeing the project. Is there any suggestion for a filter that will show projects that I am requested to work on as highlighted below?

Thanks!

skyehansen

can you post the URL for the screenshot you made above? Does the word “issue” show up on the URL line by chance?

ChloeWY

Level 6

@erickdi , I put something similar in the Innovation Lab a while ago (https://experienceleaguecommunities.adobe.com/t5/workfront-ideas/report-filter-for-favorite-projects/idi-p/529056). I would like to have a report filter for the projects I have favorited, as they're the only ones I track. It didn't get any traction.

If you want to write a fresh Idea and post a link here, I'll upvote it.