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Sure!
So actually our creatives have a pretty simplified way of intaking work, which makes these reports very simple.
In this view our creatives are only seeing their assigned tasks that are scheduled out with them and due today (or past due). We have a "traffic team" who are responsible for balancing schedules and making sure daily allocations are what they need to be. Each creative only has one day to complete that task or they can ask for more time to be scheduled as a separate task the next day. We do feel like there are some flaws in this, its a bit too much micromanaging. We are piloting shifting resource balance to a week view and letting the creative decide what they work on each day. But the concept for the reports could apply the same.
Some of our creatives do work requests, but they are quick "tickets" that they work out of a separate queue/dashboard. These creatives then have a "block" task that dedicates time for them to jump into this queue so they don't get overbooked with assigned work.
Sorry for novel there, just thought some back story might help. As far as the reports- the first report has these filters (see image attached) and the colors are basically to show if they are at capacity or overbooked (see second image attached).
This becomes difficult with an assignment report because there is no field (that I have found) that indicates "work item" planned dates. Instead there are the "task planned xxx date"s and the "issue planned xxx date"s- so since they are separate fields you can't group/graph the report by both. When we have run into this need we just have two reports- one for issues and one for tasks. Which is annoying... hoping this is something that will be fixed with reporting canvas
Let me know if you have any further questions!
Lindsey
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