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TammyCa1
Level 2
November 21, 2024
Question

Tracking Tasks Completed Late by User

  • November 21, 2024
  • 2 replies
  • 562 views

We are looking for a report to identify how our users are doing on completing tasks on time over time.

Is there a way to track by individual the number of tasks they complete late over a given period of time (weekly, monthly, etc)?

 

Currently I am able to see the number of 'current' late tasks by user, but we are looking for a more historical view over time as it occurred vs just as of today.

 

Is there a report that exists to identify this information, or have you created something similar?

Any help or direction will be appreciated.

 

Thank you!
Tammy

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2 replies

Sven-iX
Community Advisor
Sven-iXCommunity Advisor
Community Advisor
November 21, 2024

Hi @tammyca1 
You could run task report or an assignment report - if those tasks can have multiple users, you likely want the assignment report. 

You can then group by user. 

As a filter you compare actual vs planned completion date: 

Task report

actualCompletionDate=FIELD:plannedCompletionDate actualCompletionDate_Mod=gt

Assignment report

task:actualCompletionDate=FIELD:task:plannedCompletionDate task:actualCompletionDate_Mod=gt

 

    Doug_Den_Hoed_AtAppStore
    Community Advisor
    Doug_Den_Hoed_AtAppStoreCommunity Advisor
    Community Advisor
    November 22, 2024

     

    Hi @tammyca1,

     

    For some inspiration, the "Coffee Is For Closers" Task Report I just whipped up below is:

    • filtered to return only those Tasks whose Actual Completion Date is NOT blank
    • grouped by Actual Completion Date (to the week), by Last Updated By Name
    • charted in columns by week, by Last Updated By Name
    • prompted by Actual Completion Date, by Last Updated By Name
    • defaults to showing the chart

     

    Have fun!

     

    Regards,

    Doug

     

     

     

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