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

In this article, we will explain how to Merge all assigned tasks to you or to a group that you belong to in a custom task list view using SharePoint Designer?

You might also like to read Assign Task to Group in SharePoint Designer Workflow

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Merge all assigned tasks to you using SharePoint Designer

In SharePoint Workflow Task List,

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.

• 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.

Here, I will show all assigned tasks assigned to in one view you whether

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

Show all assigned tasks in one list view in SharePoint Task List

• 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.

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

• 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.

<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.

• 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.

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Conclusion

In conclusion, we have explained How to show the assigned tasks to the current user or a group that the current user belong to in one custom view using SharePoint Designer.

Applies To

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

See Also

• Group By Content-Type in SharePoint list view
• Auto Increment number field in SharePoint list newform