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New Participant
July 11, 2025
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Add column to task report to show who assigned the task

  • July 11, 2025
  • 1 reply
  • 356 views

Hi all,

 

We're looking to update some of our task reports to include a column that displays the user that assigned that task, I feel like there's probably a very easy way to do this but I'm struggling to implement it. Any suggestions?

Best answer by KatherineLa

On a task report, you can look under 'Primary Assignment' for a field called 'Assigned by ID' which will give you the ID of the person who made the assignment to the Task Owner. You'll need to use text mode to the translate that over into the readable name of the person. If your tasks have multiple assignees, and you want the same information for every assignee, that would require more complex text mode but is do-able. I don't have one that does that to share quickly, but I can mock it up if you need.

 

linkedname=primaryAssignment namekey=view.relatedcolumn namekeyargkey.0=primaryAssignment namekeyargkey.1=assignedByID querysort=primaryAssignment:assignedBy:name valuefield=primaryAssignment:assignedBy:name valueformat=HTML

 

1 reply

KatherineLaAccepted solution
New Participant
July 11, 2025

On a task report, you can look under 'Primary Assignment' for a field called 'Assigned by ID' which will give you the ID of the person who made the assignment to the Task Owner. You'll need to use text mode to the translate that over into the readable name of the person. If your tasks have multiple assignees, and you want the same information for every assignee, that would require more complex text mode but is do-able. I don't have one that does that to share quickly, but I can mock it up if you need.

 

linkedname=primaryAssignment namekey=view.relatedcolumn namekeyargkey.0=primaryAssignment namekeyargkey.1=assignedByID querysort=primaryAssignment:assignedBy:name valuefield=primaryAssignment:assignedBy:name valueformat=HTML

 

AbiBeggsAuthor
New Participant
July 11, 2025

Thank you!!