Workfront Custom Filtering

Question

I'm trying to create a filter to find a missing task in several Workfront plans. I have tried system filters with no luck.

I can filter if missing a field but not a task.

I am using the web interface. I am looking for a task with a specific name (i.e. Identify External Resources), that should be in multiple project plans, and I want to find plans without that task listed.

Answer 1

Your requirements are:

• Find all projects
• Filter for projects that do not contain the task 'identify external resources'

My assumptions are:

• You want ALL projects that don't contain the named task
• Your criteria is that the project either has the task or doesn't (you don't care if has 1 task of that name or 100)

The solution is:

• Create a project-level report
• Go into the filter tab
• Switch to text mode and add the following:

tasks:name=identify external resources
tasks:name_Mod=cinotcontains

This will find all projects that don't have a task named 'identify external resources'. You can combine this with additional filter to add other tasks and/or status filters.