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KevinEllington
May 22, 2023
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Need a report showing employees not assigned to any tasks

  • May 22, 2023
  • 1 reply
  • 1379 views

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

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    Best answer by William

    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.

    1 reply

    William
    Community Advisor
    WilliamCommunity AdvisorAccepted solution
    Community Advisor
    May 22, 2023

    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
      ChrisStephens
      Community Advisor
      ChrisStephensCommunity Advisor
      Community Advisor
      May 22, 2023

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

        Doug_Den_Hoed_AtAppStore
        Community Advisor
        Doug_Den_Hoed_AtAppStoreCommunity Advisor
        Community Advisor
        May 22, 2023


        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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