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LaurensKr1
LaurensKr1
Level 2
July 16, 2025
Solved

Task Report Grouped by Assignees

  • July 16, 2025
  • 1 reply
  • 303 views

Hi All,

 

I am looking at creating a task report. The reason why I would prefer a task report for this is, because we want to make live updates on certain fields pertaining to a task.

What I am trying to display?

 

A task may have more than one assignee. For example, Assignee 1 and Assignee 2. 

1. Is there a really unique way to group by Assignee. When using the Assigned To as a grouping on a task report, Workfront will only take into consideration the Primary Assignee. I do know on an assignment report it will work as expected, but you can't interact / update any tasks from this report associated with the assignee. 

2. If #1 is possible, I want to exclude in some instances assignees not reporting to a manager. For example, if I am the manager and Assignee 1 reports to me, I do not want to see Assignee 2 on the group by. 

 

Not sure if anyone has worked on something towards this. I know the grouping by will work on the Assignment report, but we won't be able to update fields on tasks. The report also has the ability to exclude the users based on the reporting manager. 

I was thinking, if I want to use the route of a task level report, a combination of Fusion and calculated fields might do the trick, but dynamically determining the manager and exclude assignees might be an issue. 

I would love to hear some thoughts.  

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Best answer by skyehansen

I think the closest option you're going to get is to provide a link to the custom form (i.e. a link to the task details page) as part of your assignment report, and just train your users to Ctrl-Click (new tab) or Shift-Click (new window). This will give you the best solution (a way to group by assignee, exclude assignees not reporting to a manager), which I think are the most difficult things to find a good workaround for, while providing you with an acceptable secondary function (open form in new window).

1 reply

skyehansen
Community Advisor and Adobe Champion
skyehansenCommunity Advisor and Adobe ChampionAccepted solution
July 16, 2025

I think the closest option you're going to get is to provide a link to the custom form (i.e. a link to the task details page) as part of your assignment report, and just train your users to Ctrl-Click (new tab) or Shift-Click (new window). This will give you the best solution (a way to group by assignee, exclude assignees not reporting to a manager), which I think are the most difficult things to find a good workaround for, while providing you with an acceptable secondary function (open form in new window).

LaurensKr1
LaurensKr1Author
Level 2
July 21, 2025

Thank you Skye. That was my thinking as well and wanted to see if there were any other options.

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