manager dashboard - see all people's tasks under the manager | Community
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AlvinaLa1
Level 2
March 3, 2026
Solved

manager dashboard - see all people's tasks under the manager

  • March 3, 2026
  • 1 reply
  • 45 views

I am trying to create a dashboard for a director who wants to see not only the info of those she manages, but also the ones below her. 

For example:

Director manages A and B. A manages person 1 and person 2. B manages person 3 and person 4.
The director wants to see info about A, B, as well as person 1, 2, 3, and 4.

Right now, I am only able to see those she manages directly, using the User > Manager ID = $$USER.ID.

I would also like this report to be use-able with other directors down the line.

Is there a way to show in reports (both reports and calendar reports) not only her direct manages, but those below?

It might be a common need so if there’s a plethora of existing resources for this, please let me know!

Thank you!

    Best answer by skyehansen

    @AlvinaLa1 I see what’s going on. A couple of years ago, Workfront changed the way they format calculated fields, and what you are seeing in the PDF is the old way of formatting. They have since moved to using:

    1. curly braces around fields
    2. camelCase for field names
    3. curly braces and “DE:” for custom field names

     

    An example before and after would look like this:

    CONCAT(IF(ISBLANK({manager}.{manager}.{manager}.{manager}.{DE:SYS Manager Hierarchy}),"",CONCAT({manager}.{manager}.{manager}.{manager}.{DE:SYS Manager Hierarchy}," - ")),IF(ISBLANK({manager}.{manager}.{managerID}),"",CONCAT({manager}.{manager}.{manager}.{name}," - ")),IF(ISBLANK({manager}.{managerID}),"",CONCAT({manager}.{manager}.{name}," - ")),IF(ISBLANK({managerID}),{name},CONCAT({manager}.{name}," - ",{name})))

     

    You can see all the “Manager” words have changed to “{manager}”, while the “Manager ID” has changed to “{managerID}” and the custom field has gone from “SYS Manager Hierarchy” to “{DE:SYS Manager Hierarchy}”.

    If you frequently search the older posts for calculated fields, the rules I listed above (curly braces, camelCase and DE:) would be useful ones to keep in mind.

    1 reply

    skyehansen
    Community Advisor and Adobe Champion
    skyehansenCommunity Advisor and Adobe Champion
    March 3, 2026

    there’s one in the cookbook:

    https://experienceleague.adobe.com/docs/workfront-learn/assets/workfront-customer-reporting-cookbook.pdf?lang=en

    A
    AlvinaLa1Author
    Level 2
    March 4, 2026

    Hi - thanks. I copy pasted the formula into a new calculated field that was named SYS Manager Hierarchy and removed the line breaks, but am still getting an error message.

    What am I doing wrong?

     

     

    skyehansen
    Community Advisor and Adobe Champion
    skyehansenCommunity Advisor and Adobe Champion
    March 4, 2026

    ​@AlvinaLa1 you should create the calculated field first, with a blank calculation, and after saving your form, then paste the calculation into it as a second step. 

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