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SharePoint Server 2016: Show All Assigned Tasks To You Or Your Group In One Custom View

  • 아티클

Introduction

In this article**, **we will explain the following:

How to show all assigned tasks to you or to a group of which you are a member in one custom task list view?

https://gallery.technet.microsoft.com/site/view/file/182640/1/How%20to%20Merge%20all%20tasks%20that%20assigned%20to%20you%20or%20to%20a%20group%20you%20belongs%20to%20in%20a%20custom%20task%20list%20view%20via%20SharePoint%20Designer.png

Scenario

In Workflow Tasks List, consider you are a member of a specific group, and you have assigned to two tasks.

  1. "Task 1" has assigned directly to you.
  2. "Task 2" has assigned to a group that you belong to.

https://gallery.technet.microsoft.com/site/view/file/182637/1/Workflow%20Task%20List%20In%20SharePoint.png
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To follow up the tasks that directly assigned to you, you should follow up these tasks through the "My Tasks" view.

https://gallery.technet.microsoft.com/site/view/file/182638/1/My%20Tasks.png

To follow up the tasks that assigned to your group (In our example it's "Qassas Owners" group), you should follow up these tasks through "By My Groups" view.

https://gallery.technet.microsoft.com/site/view/file/182639/1/By%20My%20Groups.png

Here, we will show all the tasks assigned to you in one custom view whether

  • The task has been assigned directly to you or
  • It has been assigned to groups of which you are a member.

https://gallery.technet.microsoft.com/site/view/file/182640/1/How%20to%20Merge%20all%20tasks%20that%20assigned%20to%20you%20or%20to%20a%20group%20you%20belongs%20to%20in%20a%20custom%20task%20list%20view%20via%20SharePoint%20Designer.png

Steps

  • Create a custom view from the existing view "My Tasks".
    • From the above ribbon > List Tab > Click on Create View.
    • Below Start from an existing view > Click on "My Tasks" view.

https://gallery.technet.microsoft.com/site/view/file/182636/1/create%20a%20view%20Start%20from%20existing%20view.png

  • Open SharePoint Designer > Open your site.
  • Go to Tasks list >Views > edit your newly created custom view in Advance Mode.

https://gallery.technet.microsoft.com/site/view/file/182635/1/Edit%20view%20in%20Advanced%20Mode.png

  • In <View> element, find the <Query> element, within it, add the below line.
<GroupBy Collapse="TRUE" GroupLimit="30"><FieldRef Name="AssignedTo"/></GroupBy>
  • Again, before </Query> element, Find the <Where> element, and remove it.
<Where><Eq><FieldRef Name="AssignedTo"/><Value Type="Integer"><UserID Type="Integer"/></Value></Eq></Where>

https://gallery.technet.microsoft.com/site/view/file/182641/1/Edit%20My%20Tasks.png

  • Replace the removed <Where> element with the below <Membership> element.
<Where><Or> <Membership  Type="CurrentUserGroups"> <FieldRef Name="AssignedTo"/> </Membership> <Eq> <FieldRef  Name="AssignedTo"></FieldRef> <Value Type="Integer"> <UserID/> </Value> </Eq> </Or></Where>

Note: Membership element defines a filter for cases where the user is either assigned a task based on membership in a group or assigned a task directly.

  • Save the newly created view > Press F12 to preview it in the browser.

https://gallery.technet.microsoft.com/site/view/file/182642/1/Merge%20all%20tasks%20that%20assigned%20to%20you%20or%20to%20a%20group%20you%20belongs%20to%20in%20a%20custom%20task%20list%20view%20via%20SharePoint%20Designer.gif

  • Your assigned tasks should be now shown in one custom view, whether
    • The task has been assigned directly to you or
    • It has been assigned to groups of which you are a member.

https://gallery.technet.microsoft.com/site/view/file/182640/1/How%20to%20Merge%20all%20tasks%20that%20assigned%20to%20you%20or%20to%20a%20group%20you%20belongs%20to%20in%20a%20custom%20task%20list%20view%20via%20SharePoint%20Designer.png

Applies To

  • SharePoint 2016.
  • SharePoint 2013.
  • SharePoint 2010.

Conclusion

In this article, we have explained How to merge the assigned tasks to the current user or a group that the current user belongs to in one custom view?

Reference

Merge all tasks that assigned to you or to your group into a custom task list view via SharePoint Designer Back To Top