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Combining Issues and Tasks in the Same Report

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Level 2
Has anyone figured out how to combine tasks and Queue issues into the same report? I am trying to not do 2 separate reports.
8 Replies

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Level 4
I"m not that great with text mode but I found this article on combining Tasks and Issues in a View and Grouping on the Experience site. Maybe this will start you in the right direction for what you are looking for. https://one.workfront.com/s/article/Report-Combined-Task-and-Issue-View-and-Grouping-950938477 ‚ Thanks

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Level 2
You can create an Assignment Report, this will allow you set the Assigned To: Name and you can add in the Task and Issue names. I like to Group these by Project Name. One gotcha is this lists all the Tasks first and then all the Issues second. Best, Jeffrey Gillis

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Level 2
I need to try this Jeffrey, thanks for the idea. I've seen this done with a Notes report which is built to cross objects as well to bring in both Issues and Tasks. I need to look at both report types to see what types of data realistically comes over. Tim Greek IEHP

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Community Advisor
Thanks for the tip on the Assignment report, I"m going to test that out since we use a 2 report solution, which is clunky. And good news, this idea exchange idea is planned Ability to report on issues, tasks, and projects together in one report

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Level 4
This is what the Work Items report does. I have been making more of these lately and I find that doing shared columns within these (by adding sharecol=true in text mode) comes in handy so you don"t have 1 column for Task Actual Completion Date and 1 column for Issue Actual Completion Date, 1 column for Task Status and 1 column for Issue Status, etc. One shortcoming I have found though, is if you filter the Work Items report by team, the report will duplicate tasks/issues that are assigned to multiple users and do one line item for each assignment.

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Level 6
I also usually have to have separate Issue and Task reports, although I use Assignment reports as much as possible. The problem with Assignment reports are there are a lot of fields that Workfront stores as different for Issues and Tasks (ex. Actual Completion Date). So if you want to do a report on "all issues and tasks completed in X month, it can be much tougher than it needs to be. I personally haven"t figured out how to do groupings & charts, but I do know how to do Text Mode columns. ACTUAL COMPLETION DATE displayname=Actual Completion Date textmode=true valueexpression=IF(ISBLANK({opTaskID}),{task}.{actualCompletionDate},{opTask}.{actualCompletionDate}) valueformat=HTML The logic in the value expression line is "IF THE ISSUE ID field is blank, use the Task information, otherwise Issue information" Here are some others I use TASK/ISSUE NAME displayname=Task/Request textmode=true valueexpression=IF(ISBLANK({opTaskID}),{task}.{name},{opTask}.{name}) valueformat=HTML PLANNED START DATE displayname=Planned Start Date textmode=true valueexpression=IF(ISBLANK({opTaskID}),{task}.{plannedStartDate},{opTask}.{plannedStartDate}) valueformat=HTML PLANNED COMPLETION DATE displayname=Planned Completion Date textmode=true valueexpression=IF(ISBLANK({opTaskID}),{task}.{plannedCompletionDate},{opTask}.{plannedCompletionDate}) valueformat=HTML STATUS displayname=Status textmode=true valueexpression=IF(ISBLANK({opTaskID}),{task}.{status},{opTask}.{status}) valueformat=HTML

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Level 2
I have been struggling with this same question. Sorry to not cite the exact article/author from this site, but if I am like anyone else who is trying to track this down, you have searched and searched and tweaked and tweaked and do not always know where code comes from. I am having issues with allocated hours. If someone with more skill can make suggestions I would appreciate it! I am basing my report on Assignments: column.5.isInlineEditable=false column.5.linkedname=task column.5.listsort=nested(task).string(workrequired) column.5.name=Planned Hours column.5.sharecol=true column.5.shortview=false column.5.stretch=0 column.5.textmode=true column.5.valuefield=task:workrequired column.5.valueformat=int column.5.width=100 column.6.isInlineEditable=false column.6.linkedname=opTask column.6.listsort=nested(opTask).string(workrequired) column.6.shortview=false column.6.stretch=0 column.6.textmode=true column.6.valuefield=opTask:workrequired column.6.valueformat=int column.6.width=1 I could not get hours to work, but I did get these to work: (Adjust column numbers as needed) Unique task name or issue name in a single field: column.3.description=Task or Issue Name column.3.isInlineEditable=false column.3.link.linkproperty.0.name=ID column.3.link.linkproperty.0.valuefield=task:ID column.3.link.linkproperty.0.valueformat=string column.3.link.lookup=link.view column.3.link.valuefield=task:objCode column.3.link.valueformat=val column.3.listsort=nested(task).string(name) column.3.name=Name column.3.sharecol=true column.3.shortview=false column.3.stretch=50 column.3.textmode=true column.3.valuefield=task:name column.3.valueformat=HTML column.3.width=120 column.4.isInlineEditable=false column.4.link.linkproperty.0.name=ID column.4.link.linkproperty.0.valuefield=opTask:ID column.4.link.linkproperty.0.valueformat=string column.4.link.lookup=link.view column.4.link.valuefield=opTask:objCode column.4.link.valueformat=val column.4.linkedname=opTask column.4.listsort=nested(opTask).string(name) column.4.shortview=false column.4.stretch=50 column.4.textmode=true column.4.valuefield=opTask:name column.4.valueformat=HTML column.4.width=120 Actual start date: column.9.isInlineEditable=false column.9.linkedname=task column.9.listsort=nested(task).atDateAsAtDate(actualStartDate) column.9.name=Actual Start Date column.9.sharecol=true column.9.shortview=false column.9.stretch=0 column.9.textmode=true column.9.valuefield=task:actualStartDate column.9.valueformat=atDate column.9.width=100 column.10.isInlineEditable=false column.10.linkedname=opTask column.10.listsort=nested(opTask).atDateAsAtDate(actualStartDate) column.10.shortview=false column.10.stretch=0 column.10.textmode=true column.10.valuefield=opTask:actualStartDate column.10.valueformat=atDate column.10.width=1

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Level 2
I figured out the issue - workrequired should be workRequired