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LukaszMa
Level 3
May 11, 2023
Question

Custom team task filter

  • May 11, 2023
  • 1 reply
  • 1121 views

Hello Workfront Community,

 

I created a report which filters specific set of project tasks by their project Template Task IDs. 

 

Conditions are:

 

Task A:

Primary assignee: Job Role: Creative

Secondary assignee: Job Role: Production

 

Task B:

Primary assignee: Job Role: Production

Secondary assignee: Job Role: Creative

 

What I want to achieve is to only list Job Role: Production users and tasks they are associated with instead of both roles, regardless of the task ownership. Has anyone got a hint for a solution to this?

 

Kind regards,

Lukasz

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1 reply

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
May 11, 2023

Hi there, if I'm understanding, you want to be able to see tasks assigned to users in certain projects regardless if they are the primary assignee or not. In your task report, you'll want to use 'assignment users name' instead of 'assigned to name.' Assigned To in reports only pulls primary assignee. Assignment Users will pull anyone on the task assigned. I use this instead of Assigned To as a general practice in reports. 

If this answering your question? If so please mark correct to help others : ) If not, let me know what I'm missing!

 

If this helped you, please mark correct to help others : )
L
LukaszMaAuthor
Level 3
May 16, 2023

Hi Madalyn

 

This seem to work however I just realised it wont resolve what I tried to achieve. I wanted to group tasks by assignment users who are associated with Job Role: Production to show all of the tasks they are working on within specified period of time. I will look for another solution.

 

Thanks for your help thus far!

 

Kind regards,

Lukasz

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
May 16, 2023

Hi there, apologies for any confusion. Based on your original post, I was thinking you wanted a way to pull in the assignments of only the production roles, which is what that does. If you are filtering to only that role anyway, what is the need for a grouping of that role too (since all are pulling that role's assignments)?

If this helped you, please mark correct to help others : )
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