How to view Tasks and requests assigned to a team

[BethHolzman]

I am struggling with reports.  I need to have one report that shows all tasks and request that have been assigned to a team so that the manager of the team can distribute the work.  I have been trying to use the Assignment report but I can't figure out the columns so that I can see the request. 

Questions:

1. Is there a way to automatically filter by a team so that the manager of the team sees only their team

note: I can hard code a filter by team but want it to be automatic

2. Is there a way to combine the name columns from both tasks and requests into one column

note: if not, I can just create a report for tasks and another for requests

3. Is there a diagram that explains the fields that are selectable on the for the reports?

note: I can't figure out which column to display that will show the assigned to (for both the request and the task) so that the manager can quickly change the assignment from the team to an individual.  

Thank you for the help

[skyehansen]

I think your best bet would be to create a report for tasks and another for requests. The problem here is that you want the manager to "quickly" change the assignment from the team to the individual, and this isn't possible in an assignment report.

Your next best bet would be to avoid reporting altogether. If the manager only needs to assign to one individual, this could potentially be done through the teams area using the "Team Requests" section. There's a little "reassign" icon, that when you use this, removes the team assignment and replaces it with exactly one user name.

[Sven-atClient]

Hi @BethHolzman 

1. you can't do that in a report (show me the people who belong to the team I own)
   But - Wworkfront shows you exactly that when you go to the Team page and click Workload Balancer
2. Yes you can join the 2 columns using sharecol=true in the left column 
3. No diagram but I often use the API explorer https://developersupport.workfront.com/page-api-explorer.html
   In an assignment report you cannot change the assignee. That is possible only in a task or issue report. 

[RandyRoberts]

To expand on @Sven-atClient's reply; while it is true you can't do exactly what you're asking for in a standard report, there are a number of "workarounds" and alternatives. If you want to see all tasks assigned to people on a team you own, you could:

Ask "Are there any other fields you could use instead?" Do all the users you're looking at report to you? If so, you could use assignedTo:manager=$$USER.ID. If not, you could always use a prompt on the report so the viewer could choose the team(s) they want to see.

Get fancy and use a calculated field on the task and/or Issue that displays the team owner of the primary assignee. This would require some up front work but may suit your needs.

Explanation: the owner of the team that a primary assignee is on requires you to "hop" from the assignment to the user to the team and then to the owner of that team and that is one "hop" too many for Workfront's hierarchical database. You can hop from assignment > assignee > team but that is about it. Often you can find another way to achieve the same or at least similar results if you give it some thought and experiment.

[Sri_Nijs]

Here is what I can think of as the solution for your questions in a simpler way.

1. You can create separate reports, one for Tasks and one for Requests, and put them in a single dashboard. 

Possible filters: 

- Assigned to >> Manager ID equal $$USER.ID

- Report Prompts: Assignment Users >> Home Team ID. In this method, you will have to share the report across your company/multiple teams. The user/manager can look for required team members requests or tasks.

2. You can just create a report for tasks and another for requests

3. You can use the 'Assignments' column so that it will pull the team assignments and also can group the by Team>Name