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Filter out Completed 'Done with my Part' Tasks in Task Report

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Community Advisor

5/1/23

In a task report when pulling completed tasks, it doesn't filter out tasks with multiple assignees that have completed 'their part' - it will still show for the users that have marked their part complete until everyone marks the task complete. We need a way to remove tasks in which which multiple users are assigned, but have completed their portion of the task (using a $$USER.ID filter for assignment users/assigned to).

There have been multiple questions/threads about this over the years but never an Idea - please upvote!

3 Comments

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Community Advisor

6/18/24

@JPretko I ended up figuring out some text mode to filter out tasks where the $$USER.ID marked something as 'done with my part.' This is the text mode for the filter in a task report I have, it includes other things like projects only in Current status, due today or earlier, etc. so you'll need to modify as you wish.

EXISTS:1:$$OBJCODE=ASSGN
EXISTS:1:assignedToID=$$USER.ID
EXISTS:1:status=DN
EXISTS:1:status_Mod=notin
EXISTS:1:taskID=FIELD:ID
OR:1:assignmentsUsersMM:ID=$$USER.ID
OR:1:assignmentsUsersMM:ID_Mod=in
OR:1:personal=true
OR:1:personal_Mod=eq
OR:1:plannedCompletionDate=$$TODAY
OR:1:plannedCompletionDate_Mod=lt
OR:2:isComplete=false
OR:2:isComplete_Mod=eq
OR:2:numberOfChildren=0
OR:2:numberOfChildren_Mod=eq
OR:2:plannedCompletionDate=$$TODAY
OR:2:plannedCompletionDate_Mod=lte
OR:2:project:statusEquatesWith=CUR
OR:2:project:statusEquatesWith_Mod=in
OR:2:teamID=$$USER.teamIDs
OR:2:teamID_Mod=in
assignmentsUsersMM:ID=$$USER.ID
assignmentsUsersMM:ID_Mod=in
isComplete=false
isComplete_Mod=eq
numberOfChildren=0
numberOfChildren_Mod=eq
plannedCompletionDate=$$TODAY
plannedCompletionDate_Mod=lte
project:statusEquatesWith=CUR
project:statusEquatesWith_Mod=in