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

In this articlewe 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


Merge all assigned tasks to you using SharePoint Designer

In SharePoint Workflow Task List,

Task list in SharePoint

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.
All assigned tasks to me
  • 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.
all assigned tasks to my group

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

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

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

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