Skip to Main Content

Share your product feedback

Status Future consideration
Categories To-dos
Created by Nathaniel Collum
Created on Sep 19, 2025

Filter out completed personal assignments from multi-assignee to-dos in my reports

What is the challenge?

You cannot generate a report of upcoming to-dos that filters out multi-assignee items you’ve already completed. These to-dos continue to appear in your list because the overall status stays “Pending” until all assignees finish.

What is the impact?

Personal to-do views and reports get cluttered with tasks you’ve already finished. This makes it harder to see what truly requires your attention, leading to distraction, confusion, and wasted time.

Describe your idea

Enhance reporting and filtering for multi-assignee to-dos to reflect individual progress. Specifically, allow users to exclude to-dos from “My upcoming to-dos” once their own assignment is marked complete, even if other assignees are still pending. This could be achieved with:

  • A filter option such as “My completion status = complete”

  • Or a computed field that distinguishes between personal completion status and overall completion status


  • Attach files
9 MERGED

To do lists / charts assignee reporting

Merged
When doing reports on To Dos, a common need is to evaluate how many pending, overdue, complete to-do's by assignee. However, when a todo is assigned to more than one person, the reporting creates those assignees as separate groups. Consequently, t...
Karie Kelly over 4 years ago in Reports 2 Future consideration
3 MERGED

Individual reporting from to-dos

Merged
Dear Team. We would like to create a KPI on to-do ageing and in order to do this we would like to pull report on to-dos, focusing on team members one by one. Right now to-do assignees can be reported only in groups and despite I select "overdue" s...
Krisztina Hodjan almost 5 years ago in To-dos 0 Future consideration