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JillAc
Level 10
October 31, 2018
Question

Tasks and Issues on One Report

  • October 31, 2018
  • 13 replies
  • 1864 views
Hi This must be so obvious but I can't figure it out. I am trying to create a report for someone that shows all her Current Tasks AND Current Issues that are assigned to her. I can get them on separate reports and put them on a dashboard for her, but not on one nice long list so she can see everything she has to do at a glance. There's no good reason to separate them from a work point of view. Since reports are Object-based I don't know where to begin with this. I think Home is supposed to solve for this, but I need for her to have all the appropriate columns. Thanks!! Jill Ackerman
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JaclynRe1
Level 4
November 2, 2018
Maybe it's a bug? It works for me. I am having a lot of trouble combining the Actual Hours for tasks and issues into one column. That just won't work for me. Maybe Workfront can look into this to see if there is a bug with this functionality. Jaclyn Reiter, PMP, SA Project Manager, Strategic Initiatives Equifax, Inc. St. Louis, MO 314-684-2693
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KatherineHa1
Level 8
November 9, 2018
We (and when I say 'we', I mean @Anthony Imgrund !) created a report that combines tasks and issues into one column. We have it grouped by the person its assigned to, sorted by Due Date. We are filtering for a specific portfolio on our report. Here is the text code: task:status=CPL NNC task:status_Mod=notin project:portfolioID=51f1a9ce0014f43f201fc40a010f1fe1 project:portfolioID_Mod=in task:plannedCompletionDate=$$TODAY+2w task:plannedCompletionDate_Mod=lte teamID_Mod=isblank project:status=CUR PLN TOH project:status_Mod=in task:numberOfChildren=0 task:numberOfChildren_Mod=eq status=AA AD status_Mod=in OR:1:project:portfolioID=51f1a9ce0014f43f201fc40a010f1fe1 OR:1:project:portfolioID_Mod=in OR:1:teamID_Mod=isblank OR:1:project:status=CUR PLN TOH HLP OR:1:project:status_Mod=in OR:1:opTask:plannedCompletionDate=$$TODAY+2w OR:1:opTask:plannedCompletionDate_Mod=lte OR:1:opTask:status=CLS CAN NAN OR:1:opTask:status_Mod=notin OR:1:status=AA AD OR:1:status_Mod=in Katherine Haven, PMP VP, Director, Business Technologies - PMO FCB
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RyanCa
Level 4
August 16, 2019
Jaclyn, this report is phenomenal. Ryan Carroll Integrated Marketing Services
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