WF User Tasks

You can use the WF User Tasks report to list individual due/assigned tasks and associated steps by user for checklists by selecting Workflow > Reports > WF User Tasks.

Active checklists will be listed by default in the associated lookup and an option allows for all checklists to be selected. When selecting a checklist from the "WF Checklists (All)" list, check the "Include Final Status" option to ensure the checklists are retrieved. Checklists marked as private will be included in the report.

IF the "(D)ue, (A)ssigned, Blank for All" parameter is blank, the associated date fields (Begin Due/Assigned Date and End Due/Assigned Date) will not be used in the selection of data even if a date value is entered.

WF task lists may be in one of three statuses (New, In Progress, and Final).  Only task lists in the New or In Progress statuses will be displayed unless the "Include Final Status" option is selected.

The checkbox "Include All Users Steps Assigned to Task" allows a user to view steps of an assigned task even if the user is not assigned to the step.

When selected, "Include Header Note" will display notes at each checklist level and it may have specific instructions for the checklist. The "Include Task/Step Notes" option will display all notes at the task and step level.

Report Parameters

Description

Company

Accept the default, or press F4 to select a company.

Beginning Checklist

Click the Field Lookup button or press F4 to select the beginning checklist.

Ending Checklist

Click the Field Lookup button or press F4 to select the ending checklist.

User (Blank for All)

Select the Field Lookup button or press F4 to select the user.

(D)ue, (A)ssigned, Blank for all

Enter D, A, or leave blank for all.

Begin Due/Assigned Date

Enter the beginning due/assigned date.

End Due/Assigned Date

Enter the ending due/assigned date.

Include Final Status

Check box to include final status.

Include All users Steps Assigned to Task

Check box to include all user steps assigned to the task.

Include Header Note

Check box to include header note.

Include Task/Step Notes

Check box to include task/step notes.

Include Detail

Check box to include details.