Need a report for Task-less agreements

Hello ​@Jenna Schorer 

Welcome to the Docusign Community!

I want to make sure I fully understand the requirement before suggesting a concrete solution. When you mention finding agreements with no active Task but one or more specific Attributes, could you please clarify.
 

In the meantime, you may want to try enabling the “Unified Task Management Page”, which can help with better visibility into tasks and task status across agreements.

You can enable this by navigating to:
Admin → Account Settings → Workflow & Tasks → Enable Unified Task Management Page

Here’s a short video that walks through this feature and may be helpful:
👉 Unified Task Management

Thanks!

👪 Docusign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

Hi Pawan, to clarify, I mean that I want to run a report that pulls all contracts in the system that have a specific set of Attributes but that do not currently have a Task running assigned to them (basically anything where the associated workflow has finished).  Once the workflow has finished, it disappears from the Tasks list and I cannot easily find them except through running a report.  However if I try to run a report that has all of the Attributes that show it still in progress, that report also pulls all contracts that are still in a Task and those I don’t need.

For the tasks, I am not having trouble finding the open tasks.  What I am having trouble with is finding what agreements that look as if they are still progress but have no tasks.  I checked what it looked like with unified tasks and that does not aid me in this activity.

-Jenna