How would I set Filters in a report to show tasks based on the team assigned AND also filter based on the Users assignment. | Community
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Dusty_H
Dusty_H
Level 3
September 9, 2024
Question

How would I set Filters in a report to show tasks based on the team assigned AND also filter based on the Users assignment.

  • September 9, 2024
  • 1 reply
  • 426 views

I need a Task report that will show Tasks based on Team assigned and also filter these based on what teams they are assigned to.

 

I have tried switching to Text Mode and using

but this doesn't seem to work.. Any other suggestions?

teamID=584eb74d000c3804ef0731eee0fa5711
teamID_Mod=in

AND:teamID=$$USER.teamIDs
AND:teamID_Mod=in

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1 reply

RandyRoberts
Community Advisor
RandyRobertsCommunity Advisor
Community Advisor
September 9, 2024

This is a filter I use that you can modify.

It filters for

  • task is not assigned to a person
  • task is assigned to any team I am on
  • can start is true
  • not a parent task
  • project is active
  • task status is new or in progress

 

 

assignedToID_Mod=isblank assignmentsTeamsMM:ID=$$USER.teamIDs assignmentsTeamsMM:ID_Mod=in canStart=true canStart_Mod=eq numberOfChildren=0 numberOfChildren_Mod=eq project:status=CUR project:status_Mod=in status=NEW INP status_Mod=in

 iRemember when you have two criteria in a filter, use a tab between them, not a space!

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.
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