Filter out Completed 'Done with my Part' Tasks in Task Report | Community
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Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
May 1, 2023
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Filter out Completed 'Done with my Part' Tasks in Task Report

  • May 1, 2023
  • 6 replies
  • 1345 views

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!

    6 replies

    C
    ColleenKl
    Level 2
    July 31, 2023

    This would 100% be super helpful as we have a copywriter, production designer and creative designer on nearly every task!

    JPretko
    JPretko
    June 18, 2024

    @madalyn_destafney Did you ever find any resolution to this issue? We are curious about the same thing.

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity AdvisorAuthor
    Community Advisor
    June 18, 2024

    @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

    If this helped you, please mark correct to help others : )
    Alex_Di
    Alex_Di
    Level 3
    January 16, 2025

    This has been talked about since Leap days.  I'm not sure why this has not been fixed.  @madalyn_destafney  thanks for the text mode, as always you hit it out of the park. 

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity AdvisorAuthor
    Community Advisor
    January 16, 2025

    @alex_di no problem, glad it can help you!

    If this helped you, please mark correct to help others : )
    K
    kcooperwv
    January 27, 2025

    I wish I was advanced enough to use this text filter - but I don't know what parts apply to this. 😞

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