Report: combined task and issue View and Grouping

This Work Item report shows both tasks and issues which users have accepted to work on in one report. It is best when combined with a custom grouping.

This report uses sharecol=true in the view to combine multiple fields under the same column header. For more information on the sharecol tag, see View: merge information from multiple columns in one shared column.

TIP
The Work Item view displays only tasks and issues that have been accepted by the users assigned to them. This report does not display work items that have not been moved from the Work Requests or Team Requests lists into the user’s Working On list.

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Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

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Adobe Workfront plan Any
Adobe Workfront license*

New:

  • Contributor to modify a filter

  • Standard to modify a report

Current:

  • Request to modify a filter

  • Plan to modify a report

Access level configurations

Edit access to Reports, Dashboards, Calendars to modify a report

Edit access to Filters, Views, Groupings to modify a filter

Object permissions Manage permissions to a report

*For information, see Access requirements in Workfront documentation.

Build a report with combined task and issue View and Grouping

To build a report with this view:

  1. Click the Main Menu icon in the upper-right corner, or the Main Menu icon in the upper-left corner, if available, then click Reports.

  2. Click New Report > More > Work Item from the drop-down menu.

  3. In the Column Preview area, click the header of the only column displayed. This is the Ext Ref column.

  4. Click Switch to Text Mode.

  5. Mouse over the text mode area, and click Edit Text Mode.

  6. Remove the text you find in the text mode box, and replace it with the following code:

    code language-none
    column.0.description=Task or Issue
    column.0.name=Issue or Task
    column.0.shortview=false
    column.0.stretch=0
    column.0.textmode=true
    column.0.type=image
    column.0.valueexpression=IF(ISBLANK({opTaskID}),'Task','Issue')
    column.0.valueformat=
    column.0.width=40
    column.1.description=Task or Issue Name
    column.1.isInlineEditable=false
    column.1.link.linkproperty.0.name=ID
    column.1.link.linkproperty.0.valuefield=task:ID
    column.1.link.linkproperty.0.valueformat=string
    column.1.link.lookup=link.view
    column.1.link.valuefield=task:objCode
    column.1.link.valueformat=val
    column.1.listsort=nested(task).string(name)
    column.1.name=Name
    column.1.sharecol=true
    column.1.shortview=false
    column.1.stretch=50
    column.1.textmode=true
    column.1.valuefield=task:name
    column.1.valueformat=HTML
    column.1.width=120
    column.2.isInlineEditable=false
    column.2.link.linkproperty.0.name=ID
    column.2.link.linkproperty.0.valuefield=opTask:ID
    column.2.link.linkproperty.0.valueformat=string
    column.2.link.lookup=link.view
    column.2.link.valuefield=opTask:objCode
    column.2.link.valueformat=val
    column.2.linkedname=opTask
    column.2.listsort=nested(opTask).string(name)
    column.2.shortview=false
    column.2.stretch=0
    column.2.textmode=true
    column.2.valuefield=opTask:name
    column.2.valueformat=HTML
    column.2.width=120
    column.3.description=Project Name
    column.3.isInlineEditable=false
    column.3.link.linkproperty.0.name=ID
    column.3.link.linkproperty.0.valuefield=task:projectID
    column.3.link.linkproperty.0.valueformat=string
    column.3.link.lookup=link.view
    column.3.link.valuefield=task:project:objCode
    column.3.link.valueformat=val
    column.3.listsort=nested(task).nested(project).string(name)
    column.3.name=Project Name
    column.3.sharecol=true
    column.3.shortview=false
    column.3.stretch=50
    column.3.textmode=true
    column.3.valuefield=task:project:name
    column.3.valueformat=HTML
    column.3.width=120
    column.4.isInlineEditable=false
    column.4.link.linkproperty.0.name=ID
    column.4.link.linkproperty.0.valuefield=opTask:projectID
    column.4.link.linkproperty.0.valueformat=string
    column.4.link.lookup=link.view
    column.4.link.valuefield=opTask:project:objCode
    column.4.link.valueformat=val
    column.4.linkedname=opTask
    column.4.listsort=nested(opTask).nested(project).string(name)
    column.4.shortview=false
    column.4.stretch=0
    column.4.textmode=true
    column.4.valuefield=opTask:project:name
    column.4.valueformat=HTML
    column.4.width=120
    column.5.displayname=Primary Assignee
    column.5.linkedname=assignment
    column.5.namekey=view.relatedcolumn
    column.5.namekeyargkey.0=assignment
    column.5.namekeyargkey.1=assignedToID
    column.5.querysort=assignment:assignedToID
    column.5.textmode=true
    column.5.valuefield=assignment:assignedTo:name
    column.5.valueformat=HTML
    column.6.displayname=Status
    column.6.enumclass=com.attask.common.constants.OpTaskStatusEnum
    column.6.enumtype=OPTASK
    column.6.linkedname=opTask
    column.6.namekey=view.relatedcolumn
    column.6.namekeyargkey.0=opTask
    column.6.namekeyargkey.1=status
    column.6.querysort=opTask:status
    column.6.sharecol=true
    column.6.textmode=true
    column.6.type=enum
    column.6.valuefield=opTask:status
    column.6.valueformat=val
    column.7.displayname=
    column.7.enumclass=com.attask.common.constants.TaskStatusEnum
    column.7.enumtype=TASK
    column.7.linkedname=task
    column.7.namekey=view.relatedcolumn
    column.7.namekeyargkey.0=task
    column.7.namekeyargkey.1=status
    column.7.querysort=task:status
    column.7.textmode=true
    column.7.type=enum
    column.7.valuefield=task:status
    column.7.valueformat=val
    column.8.displayname=Priority
    column.8.enumclass=com.attask.common.constants.TimelinePriorityEnum
    column.8.enumtype=OPTASK
    column.8.linkedname=opTask
    column.8.namekey=view.relatedcolumn
    column.8.namekeyargkey.0=opTask
    column.8.namekeyargkey.1=priority
    column.8.querysort=opTask:priority
    column.8.sharecol=true
    column.8.textmode=true
    column.8.type=enum
    column.8.valuefield=opTask:priority
    column.8.valueformat=val
    column.9.displayname=
    column.9.enumclass=com.attask.common.constants.TimelinePriorityEnum
    column.9.enumtype=TASK
    column.9.linkedname=task
    column.9.namekey=view.relatedcolumn
    column.9.namekeyargkey.0=task
    column.9.namekeyargkey.1=priority
    column.9.querysort=task:priority
    column.9.type=enum
    column.9.valuefield=task:priority
    column.9.valueformat=val
    column.10.isInlineEditable=false
    column.10.linkedname=task
    column.10.listsort=nested(task).atDateAsAtDate(plannedStartDate)
    column.10.name=Planned Start Date
    column.10.sharecol=true
    column.10.shortview=false
    column.10.stretch=0
    column.10.textmode=true
    column.10.valuefield=task:plannedStartDate
    column.10.valueformat=atDate
    column.10.width=100
    column.11.isInlineEditable=false
    column.11.linkedname=opTask
    column.11.listsort=nested(opTask).atDateAsAtDate(plannedStartDate)
    column.11.shortview=false
    column.11.stretch=0
    column.11.textmode=true
    column.11.valuefield=opTask:plannedStartDate
    column.11.valueformat=atDate
    column.11.width=1
    column.12.isInlineEditable=false
    column.12.linkedname=task
    column.12.listsort=nested(task).atDateAsAtDate(projectedCompletionDate)
    column.12.name=Planned Completion Date
    column.12.sharecol=true
    column.12.shortview=false
    column.12.stretch=0
    column.12.textmode=true
    column.12.valuefield=task:projectedCompletionDate
    column.12.valueformat=atDate
    column.12.width=100
    column.13.isInlineEditable=false
    column.13.linkedname=opTask
    column.13.listsort=nested(opTask).atDateAsAtDate(projectedCompletionDate)
    column.13.shortview=false
    column.13.stretch=0
    column.13.textmode=true
    column.13.valuefield=opTask:projectedCompletionDate
    column.13.valueformat=atDate
    column.13.width=1
    column.14.isInlineEditable=false
    column.14.linkedname=task
    column.14.listsort=nested(task).double(percentComplete)
    column.14.name=Percent Complete
    column.14.sharecol=true
    column.14.shortview=false
    column.14.stretch=0
    column.14.textmode=true
    column.14.valueexpression=IF(ISBLANK({taskID}),"",{task}.{percentComplete})
    column.14.valueformat=HTML
    column.14.width=100
    column.15.textmode=true
    column.15.value=
    column.15.valueformat=HTML
    column.15.width=1
    
  7. Click Done.

  8. (Optional) Click Groupings to add a grouping to the report.

  9. (Optional and conditional) If you are adding a grouping, click Switch to Text Mode.

  10. (Optional) Replace the text inside the grouping text mode area with the following code:

    code language-none
    group.0.name=
    group.0.valueexpression=IF(ISBLANK({opTaskID}),'Task','Issue')
    group.0.valueformat=string
    textmode=true
    

    This grouping groups all the Tasks together, and all the Issues together.

  11. Click Save + Close.

  12. (Optional) Update the name of the report, then click Apply.

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