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Mohini__Mini_Si
New Participant
April 20, 2020
Question

A way to see all tasks for a person including team tasks

  • April 20, 2020
  • 8 replies
  • 1736 views

I'm looking for a way to see all the tasks that are assigned to an individual, including tasks that are assigned to any team they are a apart of. I ran a task report and used to Assigned To Id = and got close but am missing tasks that are assigned only to teams that I am on. Any ideas?

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    8 replies

    K
    KevinQu1
    New Participant
    April 30, 2020

    Thanks Dustin!

    I'm testing this idea with the users.

    K
    KevinQu1
    New Participant
    April 28, 2020

    I have a related question:

    We've ended-up "stuck" with two reports (Task reports): one for tasks assigned via teams, one for tasks assigned directly. Not ideal, but workable; would be better if they were together in one report.

    We also have the complication of tasks being multi-assigned (could be assigned to a team as well as 2+ individual users).

    I'm already using Assignment Users ID in $$USER.ID. Is this the best way?

    I created these early on in our deployment and am wondering...would a Assignment report be better somehow? Would I still be able to pull-in Task information?

    D
    DustinMa
    Employee
    April 28, 2020

    Hey Kevin,

    The Assigned To points to the owner. Assignment Users points to any user assigned to the object, regardless of if they are the owner, if there's a team, or if there's a solo role assigned to the object. I would recommend just using an OR statement on your task report, something like..

    Assignment Users - Name - Equals - $$USER.ID

    OR

    Task - Team ID - Equals - $$USER.teamIDs

    Hope this helps!

    kynabaker16
    kynabaker16
    Employee
    April 21, 2020

    Hey,

    So I asked around internally, and people suggested trying to setup an Assignment report with the filters for Assigned to ID = $$USER.ID OR Assigned to Team ID = $$USER.teamsID and it should work — it will pull in all tasks (and issues) assigned to the logged in user or those assigned to any of the teams they are associated with.

    Does that answer what you were looking for?

    Kyna

      D
      DustinMa
      Employee
      April 21, 2020

      On top of that, if they are looking only for tasks, a task report with a filter of "Assignment Users" should work just as well. =)

      skyehansen
      skyehansen
      New Participant
      April 21, 2020

      this worked for my report! The $$USER.homeTeamID field was what was breaking it (not sure why) but it doesn't hurt to leave it out. (I probably should have thought that through sooner :)

        skyehansen
        skyehansen
        New Participant
        April 20, 2020

        I'd love to know this as well. I got pretty close but the report falls apart if someone is NOT assigned to a team. So in other words, if their team field is empty, they'll get results from all the tasks which were NOT assigned to teams (which is weird, hilarious, disappointing and... whatever)

        We were searching for the following filters.

        PS: Already tried Galen's mod ("AND:1:") which broke the report even further.

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