Filter SharePoint task list view to show tasks assigned to groups I am in

If you have a SharePoint task list where the task is assigned to a SharePoint group, you may notice that the My Task list does not show tasks even if you are a member of the group of which the task is assigned. 

Fortunately, there is a simple fix. It does require SharePoint Designer though. Open SharePoint Designer and then open the My Tasks view of the task list in code view. Find the <where> tag and within it add the following:

<Or>
<Membership Type="CurrentUserGroups">
<FieldRef Name="AssignedTo"/>
</Membership>
<Eq>
<FieldRef Name="AssignedTo"/>
<Value Type="Integer">
<UserID/>
</Value>
</Eq>
</Or>

Save the view then open it again in the browser. It should now show any tasks assigned directly to you as well as any tasks assigned to groups of which you are a member.

3 Comments

Eric Gregorich

I have 7 years of professional experience with Microsoft SharePoint and over 10 years with ASP.NET, C# and other related technologies. As a senior SharePoint Architect, I am able to fulfill my passion for designing and implementing real business solutions. I have an interest in quality software design as well as the software development life cycle. My excellent communication skills allow me to work closely with clients, project managers, consultants, and developers. I hold certifications for SharePoint Administration as well as SharePoint Development. I constantly pursue learning through research and professional training.