I am needing a report to show all team members, or members of a group, that are currently not assigned a task.
Solved! Go to Solution.
You can use the below text mode filter in a User report or a User filter:
isActive=true
isActive_Mod=eq
licenseType=F T
licenseType_Mod=in
EXISTS:a:$$EXISTSMOD=NOTEXISTS
EXISTS:a:$$OBJCODE=ASSGN
EXISTS:a:assignedToID=FIELD:ID
EXISTS:a:task:statusEquatesWith=CPL
EXISTS:a:task:statusEquatesWith_Mod=ne
EXISTS:a:status=DN
EXISTS:a:status_Mod=ne
It has three components:
1. User is not deactivated.
2. User has a paid license that allows them to be assigned work.
3. No Assignment exists in which the User is assigned; the task's status is incomplete; and the User hasn't set the task to "Done with my part."
It can be used in conjunction with additional filters, if you need to focus on specific groups, teams, etc.
You can use the below text mode filter in a User report or a User filter:
isActive=true
isActive_Mod=eq
licenseType=F T
licenseType_Mod=in
EXISTS:a:$$EXISTSMOD=NOTEXISTS
EXISTS:a:$$OBJCODE=ASSGN
EXISTS:a:assignedToID=FIELD:ID
EXISTS:a:task:statusEquatesWith=CPL
EXISTS:a:task:statusEquatesWith_Mod=ne
EXISTS:a:status=DN
EXISTS:a:status_Mod=ne
It has three components:
1. User is not deactivated.
2. User has a paid license that allows them to be assigned work.
3. No Assignment exists in which the User is assigned; the task's status is incomplete; and the User hasn't set the task to "Done with my part."
It can be used in conjunction with additional filters, if you need to focus on specific groups, teams, etc.
If the user was only assigned to completed tasks, would they still show up here?
Great answer @William-- and interesting edge case @ChrisStephens
Technically, yes, I’d expect such assignments of users to closed tasks to default to not default their DN (Done With My Part), and therefor escape this not exists, instead, then being shown. Worth testing. but could then either be kept as shown or without the last two lines, whichever behavior is desired.
Regards,
Doug
If the user was only assigned to completed tasks, they would be listed using this filter.
To display users who are assigned to absolutely no tasks whatsoever (without regard to task status), the last four lines can be removed.
Super Helpful - Thanks William!
Views
Replies
Total Likes
Views
Likes
Replies
Views
Like
Replies