Allow Delegated Tasks to Pull into Lists/Reports

This is currently possible through an Assignment report by leveraging an EXISTS filter to connect the assignment record to the delegated to user through the many relationships that separate an assignment to a delegated user.

After creating an assignment report, I recommend adding the following columns to confirm it is working for you. You can refine the columns to meet the specific reporting output you have in mind as well.
Task Name

linkedname=task
namekey=view.relatedcolumn
namekeyargkey.0=task
namekeyargkey.1=name
querysort=task:name
valuefield=task:name
valueformat=HTML

Delegated User

name=Delegated User
querysort=assignedTo:delegationTo:toUser:name
valuefield=assignedTo:delegationTo:toUser:name
valueformat=HTML

Delegation Start Date

name=Delegation Start Date
querysort=assignedTo:delegationTo:startDate
valuefield=assignedTo:delegationTo:startDate
valueformat=atDate

Delegation End Date

name=Delegation End Date
querysort=assignedTo:delegationTo:endDate
valuefield=assignedTo:delegationTo:endDate
valueformat=atDate

Use the following example EXISTS filter to pull in task and issue assignments that belong to "me" (the logged in user) and that are delegated to me:

EXISTS:A:$$OBJCODE=USER
EXISTS:A:delegationTo:toUserID=$$USER.ID
EXISTS:A:ID=FIELD:assignedToID
OR:1:assignedToID=$$USER.ID
OR:1:project:status=CUR
OR:1:status=DN
OR:1:status_Mod=ne
project:status=CUR
status=DN
status_Mod=ne

The filter above also only displays assignments that are incomplete and that belong to a current project. It could be adapted to focus the results on a specific date range, to show just task or just issue assignments, or any other criteria.

Note; while this same type of filter could be used on a Task report, it is not recommended. From a Task report, you would either be limited at looking at assignments for the primary assigned user through the `assignedToID` or you would have to use the `assignments` collection. Using the assignments collection in combination with an EXISTS filter is not recommended because it will significantly increase the time to load the report, even if there are only a handful of task records to display.

For more information about EXISTS filtering, please review the Create complex Text Mode filters using EXISTS statements article.

We would love to see this as well. This is something we have run into several times when our users who prefer to work from reports/dashboards have delegations. Hoping to see an update about this this quarter as @mattmi3 mentioned above. Would also like to see this in the new homepage, although we currently don't have many people using it due to its limitations.

Thanks bunches!

Please could this be added?

We have recently discovered that the ability to see which tasks have been delegated to you is not available in the New Home and therefore we need an alternative way of users seeing this.

This is something we are evaluating as part of the Canvas Dashboards roadmap.

We have an idea of how this can be accomplished and will be doing research in the next quarter to assess feasibility.

@jon_chen sent you a DM!

Hi @lindselib I would like to follow up on this item - could you please confirm if the issue you're still facing still exists? If so, could you please provide a screen recording that demonstrates the inability to pull delegated tasks into a task/assignment report?

Our team is not able to duplicate this in our internal systems, so any confirmation on this idea would be great! Thank you.

This idea is currently being investigated by the Workfront Product Management team. An official response will be provided by the end of May. Thanks for your patience!

@lindselib @mattmc2 @ah0001 @scottclarke @hannah-kintigh 

Our team, along with many others, create dashboards to show users their tasks. This means few go to "the home/worklist" due to reasons - unfortunately this appears to be the only place where delegated work shows up. The ability to pull delegated work into a filtered task list is a must have for any team using delegations. This is a much needed feature.

lindselib - you can pull in personal tasks using a filter. Task >> Personal = True

This! 😱