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

In this articleI will explain

How to Merge all tasks that assigned to you or to a group you belongs to in a custom task list view via SharePoint Designer?

Scenario

In SharePoint Workflow Task List,

How to Merge all tasks that assigned to you or to a group you belongs to in a custom task list view via SharePoint Designer?

Consider you are a member of a specific group.

  • If you have assigned to Tasks directly, you will follow up your assigned tasks from “My Tasks” view.

My Tasks

  • But if tasks assigned to your group (In my case: “Qassas Owners”) that you are a member, you will follow up these tasks from “By My Groups” view.

By My Groups

Here, I will show the tasks assigned to you whether

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

Merge all tasks that assigned to you or to a group you belongs to in a custom task list view via SharePoint Designer?

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.

create a view Start from existing view

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

How to Merge all tasks that assigned to you or to a group you belongs to in a custom task list view via SharePoint Designer?

  • In <view> tag, find the <Query> tag, within it, add the below line before <OrderBy> tag.

<GroupBy Collapse="TRUE" GroupLimit="30"><FieldRef Name="AssignedTo"/></GroupBy>

  • Again, before </Query> tag, Find the <where> tag, and remove it.

How to Merge all tasks that assigned to you or to a group you belongs to in a custom task list view via SharePoint Designer?

<Where><Eq><FieldRef Name="AssignedTo"/><Value Type="Integer"><UserID Type="Integer"/></Value></Eq></Where>
  • Replace the removed <where> tag 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.

Merge all tasks that assigned to you or to a group you belongs to in a custom task list view via SharePoint Designer

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

Merge all tasks that assigned to you or to a group you belongs to in a custom task list view via SharePoint Designer?


Applies To
  • SharePoint 2016.
  • SharePoint 2013.
  • SharePoint 2010.
Conclusion

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

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