How to filter out tasks where assignments field is blank?

[PrafulBh]

How to filter out tasks where assignments field is blank?

[EricLu2]

Hi: We have a report that shows us all tasks that should have started that have no assignment. There are two aspects to an assignment - the role and the user name assigned. You can have no role and no user, a role and no user, a user and no role, and a user and a role. You have to test two different attributes. To see if a user was assigned to the task, you want the attribute Task >> Assign To ID. If it is blank, no person was assigned to the task. To see if a role was assigned to the task, look at the Task >> Role ID attribute. If it is blank, no role was assigned to the task. Does this help? Eric

[PrafulBh]

Hi Eric - Thanks. That's helpful!

[BarryBu2]

it's slightly trickier, in that it can be assigned to a team, a role or an individual (named person). If it's assigned to a person, it inherits their team and role. So if AssignedToID is blank, it might be assigned to a role OR a team (but not an individual) if RoleID is blank, it might be assigned to a team if TeamID is blank, it might be assigned to a role You might be fine just checking if AssignedToID is blank. But if you want to check that the column you're looking for you need to 'And' all three fields with isblank assignedToID_Mod=isblank roleID_Mod=isblank teamID_Mod=isblank

[EricLu2]

<> You make a good point. We do not, however, assign a task to a team without also assigning it to a role. The role assignment is necessary for capacity planning, plus it helps us assign users to the task, using that nifty pop up list of the most available users who have that role. The role defines what kind of work needs to be done, the team defines the pool of users who are being asked to work on it, we need them both. Thanks for the refinement, if someone isn’t using Capacity Planning, they might just assign a team and not a role. Eric