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
  • 1567 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 23, 2020

      UPDATE to conclude this thread and clarify / correct the comments made above as some were incorrect.

      This question was answered / clarified in this thread here. In summary, assignment reports show each assignee as a separate line item, so every assignee is the "primary" Assigned To person. Therefore on the contrary to the thread above, using the 'assigned to' field within a filter on an assignment report will return work objects where the user is the primary assignee or a secondary assignee.

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