View your assigned tasks

Filters display tasks assigned to you or others on one sheet, while reports showcase tasks across multiple sheets.

The steps in this article assume that tasks are assigned in columns using a Contact List column type. Learn more about Column types. 

View assigned tasks on a single sheet

To view assigned tasks on a single sheet:

1. Open the sheet that contains the tasks you want to display.
2. Select Filter > New Filter.
3. Name the filter.
4. In the Create New Filter form, under Show rows that match, select the following criteria:
   • Assigned To
   • is one of

5. In the Select values box, select the name of the person whose tasks you want to view
    

   To create a filter that finds tasks for the collaborator currently viewing the sheet, select Current User. This can be handy if you’re creating a shared filter.

6. Select Apply.

The data in the sheet is filtered to show only tasks assigned to the person whose name you selected in the Select Values box.

Learn more in Create a filter to show or hide data. 

View assigned tasks from multiple sheets

Use a report if you are tracking projects in multiple sheets, and you want to find items assigned to you or someone else. 

To create a report that displays all tasks assigned to you or to someone else:

1. Create a new row report. From the right navigation bar, select Start a new project, program, or process > Report > Row Report. 
2. Name the report, and follow the steps in Build a row report .
3. When configuring the filter criteria, select the contact column you want to validate (e.g., Assigned To) and choose the person whose tasks you wish to see. Learn more about Creating filter criteria in Report Builder. 

You can also select Current User in the filter criteria to display tasks assigned to the person viewing the report . This is useful if you want to share a report that others can use to see tasks assigned to them because you won’t have to create a separate report for each collaborator.