Report to show the number of times a Team tag is made in a Project

[rineygreys]

Is there a way to create and generate a report for how many times a Team tag is made in a Project or Tasks Updates message? In the report, I also want to add additional column fields to include information about the Project or Tasks.

[Richard_Le_ · Accepted solution]

Hi,

I would have a go at creating a report on the Note object in Workfront. You can read more on this here.

You should be able to filter to notes (updates) where a specific team was tagged, as well as pull in high level information about the task or project the note was added to.

Best Regards,

Rich.

[Madalyn_Destafney]

I'd use a Note report and you can filter specific teams using Team ID = XYZ or if you're looking for ANY team tagged, use Team ID is not blank. Since you'll probably get a ton of results I'd at least filter it to certain projects or a timeframe of note entry like the example below:

 

[skyehansen]

This will be a little finicky to do. As Richard suggests, this is a Note report for sure. As each note has the ability of tagging multiple teams or users, this is considered a "collection" of tags. Hardly anyone asks about this, so there are just a few posts in the forum about it--I therefore recommend you start with searching on "ntag" which is the collection you'll be filtering with.

https://experienceleaguecommunities.adobe.com/t5/custom/page/page-id/GlobalSearch#q=ntag&sort=releva...]

[kautuk_sahni]

@rineygreys Just checking in — were you able to resolve your issue?
We’d love to hear how things worked out. If the suggestions above helped, marking a response as correct can guide others with similar questions. And if you found another solution, feel free to share it — your insights could really benefit the community. Thanks again for being part of the conversation!