Question:

How to identify all Vault workflow tasks owned by a particular user?

Answer:

The best way to identify Tasks owned by a user is to create a report (Workflow with Document) and use filters in order to identify tasks that a user has Ownership of.

Filters may include the following:

Workflow Status > Equals > Active Task Status > In > Assigned or Available Task Completion Date > Is Blank Task Owner > Equals > {{Name of User}}

Do the following:

1. Add the columns needed in the report by selecting .
   
   
2. Save by pressing OK.
3. Save the report by selecting Save in the upper-right.
4. Run the report by selecting Run adjacent to Save, in the upper right.
5. The report results, if any, are shown, as such:
   
   

The user may export the results, if needed, by using the Action wheel (upper-right), and selecting a file format to export to:

Related Documentation:

Vault Reporting Documentation:

• Creating Reports
• Report Basics Video Tutorial (Video, 3:40 length)