I'm looking for a report that will show me when users are going rogue and unnassigning themselves from a task they've been assigned by a PM and then reassigning that task to another (equal) member of their team.
in the task updates (system updates) it will look like this:
[User A] requested that [User B] work on this Aug 5, 2021 11:20 am
[User A] unassigned [User A] Aug 5, 2021 11:20 am
I understand I can lock down the tasks so people cannot reassign them, but sometimes it is warranted and legitimate....
Reasons this is a problem:
What I need is a report that I can monitor to see how often people are reassigning stuff. I can then use that data to make the case with their manager(s) explaining the issues it's causing downstream. By actively monitoring it I can enforce the policy that "you cannot reassign tasks"
What i've tried in reporting: pulling the system updates, stuff like "unassigned" or "work on this ." Reporting won't pull this data -- or i can't figure out how to.... I'm wondering if there's something in Text mode or something that could be a solution?
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Hey Matthew,
If you create a journal entry report and use the following filters, it starts to get you close:
Then I added these columns:
However, when I ran this on a larger project, there was a lot of noise so you will need to figure out some more filters, but I hope this helps get you going!
Hey Matthew,
If you create a journal entry report and use the following filters, it starts to get you close:
Then I added these columns:
However, when I ran this on a larger project, there was a lot of noise so you will need to figure out some more filters, but I hope this helps get you going!
OK i didn't even realize this was a report type! I'm tinkering in it now but can't seem to pull what i'm looking for. Our org has MANY small projects in WF so i'm looking for a way to do a global sweep of "unassigned" work.
If i can figure out a way to search for any tasks that have been "unassigned" I can sift through that data and find what i'm looking for.
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Ok i think i've figured it out. By setting up those filters I was able to determine that in the "Additional Info 1" column, any time it said "USER" that meant someone was either added or removed to a task.
So i filtered [Journal Entry >> Additional Info 1 | Equal | USER]
Then I filtered out myself and other project managers (since we obviously assign/unnassign work all day)
[Journal Entry >> edited by ID (project managers)]
This gave me a list where I can see whenever someone has reassigned work.
@Sarah Nau‚ - thanks for getting me pointed the right way!
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