How do I create a user task report showing tasks assigned in projects, requests assigned to them, and tasks they create for themselves via "My Work"? | Community
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C
ChrisCo4
Level 2
October 13, 2020
Question

How do I create a user task report showing tasks assigned in projects, requests assigned to them, and tasks they create for themselves via "My Work"?

  • October 13, 2020
  • 1 reply
  • 1553 views

Essentially, I'm trying to create a fully comprehensive report showing everything a user has in their queue, or to do list, at any given point. I'd like to show:

  • tasks assigned in a project
  • assignments when a request is submitted via request queue
  • assignments when a user requests something from another user directly
  • tasks a user creates for them selves
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    1 reply

    R
    Community Advisor
    Richard_Le_Community Advisor
    Community Advisor
    October 13, 2020

    Hi Chris,

    Take a look at this document in Workfront one, it provides the code needed to build a report showing tasks and requests in one report view. Hope this helps!

    Best Regards,

    Rich.

      C
      ChrisCo4Author
      Level 2
      October 20, 2020

      Hi Richard,

      This is immensely helpful - thank you so much for pointing me in the right direction!

      By chance, do you know how to filter this report to a specific user's tasks? The current code as-is shows all users tasks / issues, but I'm curious how I could create this report for a specific user.

      Thanks again,

      Chris

      R
      Community Advisor
      Richard_Le_Community Advisor
      Community Advisor
      October 20, 2020

      Hi Chris,

      Setting up a filter based on 'Assigned To ID' would return only tasks / issues where that user is the only or primary assignee. However, please note that it wont work if that user is assigned to the task / issue as well as other users.

      I'm not sure what the text mode code would be to include a user who is included in the assignments and is not the primary assignee. Maybe someone else in the community can help with this if this is your requirement.

      Best Regards,

      Rich.

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