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Need a report showing employees not assigned to any tasks

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Level 1

I am needing a report to show all team members, or members of a group, that are currently not assigned a task.

1 Accepted Solution

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Correct answer by
Community Advisor

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 you like my content, please take a moment to view and vote on my Idea Requests: https://tinyurl.com/4rbpr7hf

View solution in original post

5 Replies

Avatar

Correct answer by
Community Advisor

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 you like my content, please take a moment to view and vote on my Idea Requests: https://tinyurl.com/4rbpr7hf

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Community Advisor

If the user was only assigned to completed tasks, would they still show up here?

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Community Advisor


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

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Community Advisor

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. 

If you like my content, please take a moment to view and vote on my Idea Requests: https://tinyurl.com/4rbpr7hf