Create a report for projects and tasks flitered by user

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  • Updated 6 years ago
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We have an application where we have a large number of open projects. The bar chart that shows the task status by project is so tight you can't read it anymore. In order to have it cleaned up I would like to only show projects where the current user is assigned tasks but still show all the tasks for that project. is there a way to do this?
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Michelle

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Posted 6 years ago

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Surya

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Yes. Absolutely. In the report, add a filter saying "Assigned To" (or whatever is the field you are calling it) "is current user".

Hope that helps.
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Michelle

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I tried that but it only shows the task the user is assigned to and not all tasks within that project.
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Surya

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Then in that case, you have to make sure there is a field at the Project level that indicates if the current user is "involved" in this project or not. Use that field instead in the filter.