How to create a report to visualize different types of task by user | Community
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December 11, 2024
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How to create a report to visualize different types of task by user

  • December 11, 2024
  • 1 reply
  • 413 views

hello everyone,

 

I need to create a report to display this information and be able to filter it by user.

 

  • assigned task  with  blocked status
  • unassigned task with blocked status
  • assigned task  but in backlog status
  • unassigned task  but in backlog status

Is important to mention that Im not user of WF fusion 

 

Thanks a lot

Hugo

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Best answer by Madalyn_Destafney

I'd do a task report (or an assignment report if you're wanting to pull task and issues) grouped by assigned to. You can have 2 filter sets in the report: 
Assignment users name = (all names of those you want to pull, or you assignment users home team, group, etc.)
Task status = statuses you want to pull
Add an OR filter set below it with:
Assignment users name = blank (or teams, etc. You put blank in order to get tasks that are unassigned).
Task status = statuses you want to pull

I say assignment users not assigned to bc assigned to will only pull the primary assignee, so you'll miss out on tasks assigned to multiple users by only using assigned to.

1 reply

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity AdvisorAccepted solution
Community Advisor
December 11, 2024

I'd do a task report (or an assignment report if you're wanting to pull task and issues) grouped by assigned to. You can have 2 filter sets in the report: 
Assignment users name = (all names of those you want to pull, or you assignment users home team, group, etc.)
Task status = statuses you want to pull
Add an OR filter set below it with:
Assignment users name = blank (or teams, etc. You put blank in order to get tasks that are unassigned).
Task status = statuses you want to pull

I say assignment users not assigned to bc assigned to will only pull the primary assignee, so you'll miss out on tasks assigned to multiple users by only using assigned to.

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