How to display the Assignee of a Successor task?


I create reports for my teams so they see only their assigned tasks. I currently use a Successor formula to reveal the dependencies of each task. Is there a way to display who the Assignee(s) (Contact field) would be, either based on the Successor's of the task or another formula?


  • markkrebs
    markkrebs ✭✭✭✭✭✭

    I've done this with multiple dependencies to show the Assigned to name

    =JOIN(COLLECT([Assigned to]:[Assigned to], [Task ID]:[Task ID], HAS(Pred@row, @cell)), CHAR(10) + " + ")

    Pred is a multiselect column with

    =SUBSTITUTE(Predecessors@row, ", ", CHAR(10))

    Predecessors is the OOB Predecessor column.

    This will pull in the name(s) but if you need it to be a contact format there's more formula work to be done.

  • Jason.Darr
    Jason.Darr ✭✭✭

    Amazing! With a few slight changes to the formula I am now returning the appropriate assignee name of a single dependant task. For my purposes, displaying names as contact format is unnecessary.

    Suggestions as to how I can return Multiple Names? This is one of my team's biggest pain points. We especially need to be able to display these critical path tasks that have multiple successors.

    Here are the 3 formulas that nearly fulfill my use case:

    =JOIN(COLLECT([Assigned To]:[Assigned To], Row:Row, HAS(Suc@row, @cell)), CHAR(15) + " + ")

    =SUBSTITUTE(Successor@row, ", ", CHAR(10))

    =JOIN(SUCCESSORS([Task Name]@row), ",")

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