User Task Report - Project assigned to role doesn't show up

Question

For visibility within teams, we create custom reports for a worker's tasks. This is a task-based report that displays all tasks from active projects assigned to that worker. However, we've found that on the few times we accidentally assign to a role AS WELL AS a worker, that task doesn't show up in the report.

For some workers we can simply edit the report to filter by their name OR their role. However, we have workers who have common roles with others in their team, so this will not work. We're currently planning to just double check that we don't assign tasks by role, but I was wondering if there was a workaround.

Thanks in advance!

skyehansen · Accepted Answer

Beginners to reporting commonly filter using "assigned to" fields, which refers to the primary assignee only.

in cases where you've assigned to more than one person (or a person and a role), you could instead filter using assignment users name, which would refer to any assigned user whether or not they are the primary.

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