Create a task report for late assignments
In this step, you will learn how to create a custom task report to track late tasks assigned to you. You will explore the process of setting up filters, views, and columns to focus on specific data that existing reports may not cover. By the end of this step, you will have a report named 'Late Tasks Assigned to Me' that helps you identify overdue tasks, understand dependencies, and navigate to related projects efficiently.
The resulting report helps users focus on late tasks, provides insights into dependencies, and simplifies navigation to the host projects.
Key takeaways
- Custom Report Creation: When existing filters and built-in reports don’t meet your needs, you can create a custom report from scratch to focus on specific data, such as late tasks assigned to you.
- Filter Setup: Use filters to define report criteria, including late tasks, incomplete tasks, current projects, and tasks assigned to the logged-in user.
- Columns for Context: Add columns like “Can Start” to identify dependency issues and “Project Name” with hyperlinks for easy navigation to related projects.
- Sorting for Priority: Sort tasks by the “Due On” column in ascending order to prioritize the most overdue tasks at the top of the report.
- Accessibility: Save the report, pin it, or mark it as a favorite for quick access, ensuring efficient tracking and management of late tasks.
Next, you will delve into understanding report settings, where you will learn how to access and customize various aspects of your report for enhanced control and usability.