Getting a list of people assigned to tasks on a project report WITHOUT repeating their names | Community
Skip to main content
TimothyBr
TimothyBr
Level 4
July 31, 2023
Question

Getting a list of people assigned to tasks on a project report WITHOUT repeating their names

  • July 31, 2023
  • 2 replies
  • 2428 views

Hello community, 

I cannot think of a way to do this, and we have Fusion if needed.

 

We have a stakeholder who wants to see all people who are assigned to tasks in a project report BUT they don't want to repeat the list of names if they are assigned to more than one task. The "people" tab was my first thought but we have individuals who convert requests to projects who aren't really assigned to anything that we wouldnt want to show up on the report. I know the answer could be have a project manager delete unnecessary users from the People tab, but that wouldnt happen that much, no matter how hard we train. 

 

We tried a collection report to only show active tasks assignees, but in many cases there is more than one task open per user, making their names repeat in the report. 

2 replies

NicholeVargas
Adobe Employee
NicholeVargasAdobe Employee
Adobe Employee
July 31, 2023

The only way to pull in assigned users to a project report is through collections, which as you are well aware, will repeat names if a user is assigned to multiple tasks. This can be done through an assignment report, although that would be separate. What is the PM needing to do with the list of users assigned to tasks? 

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
July 31, 2023

To piggyback on this, could your task report filter out anyone with XYZ role and that would filter out the PMs?

If this helped you, please mark correct to help others : )
TimothyBr
TimothyBrAuthor
Level 4
August 1, 2023

Hello! 

The task report wouldn't suffice. They are looking for it at a project level. I am trying to think of ways to have Fusion do this. Fingers crossed

ChrisStephens
Community Advisor
ChrisStephensCommunity Advisor
Community Advisor
August 1, 2023

If you have Fusion, here is an option.

 

You could create a custom field on the project, and store the list of users that are on the project team there, then surface this field on the report.

If the way the project team is defined is by people assigned to tasks on the project, then in Fusion...

1. Pull in all of the assignments on the project, including the field assignedTo:name

2. Map the results from that pull to create an array of the names

3. Deduplicate the array

4. Join the array, with the delimiter being a new line

5. Update the new field on the project with your list of names

    Terms & ConditionsAccessibility statement

    Loading footer...