Project level Task Reports

Benefits of Project Level Task Reports:

• Track Task Completion: Get an accurate count of tasks based on their completion percentage to monitor overall project progress.
• User-Specific Insights: View each team member’s tasks and their completion status, making it easier to manage workloads.
• Customizable Reports: Compare different criteria to create tailored reports that suit your project needs.
• Visual Data Representation: Use charts to better understand task distribution and status at a glance.

Types of Tasks Reports

• Basic Reports
  Basic task reports are available across all plans. They provide a snapshot of task counts against five key criteria:
  • Status
  • Milestone
  • Priority
  • Tags
  • Owner
  • Completion Percentage
• Advanced Reports
  Advanced reports offer deeper analysis and are included in all paid plans. These reports allow you to:
  • View owner-wise task counts filtered by status, priority, or completion.
  • Generate custom task reports by selecting different criteria for comparison.
  • Analyze tasks with greater granularity to optimize project delivery.

How to Access and Configure Task Reports

1. Navigate to Projects: From the left navigation panel, click on Projects and open your desired project.

2. Open Reports: Click on the Report tab located in the top menu.

3. Select Task Reports: From the drop-down menu, choose Task Reports.

4. Choose Report Type: Select from six Basic Reports or four Advanced Reports based on your needs.

5. Configure Charts: Click the chart icon to pick your preferred chart type. Set the fields for the X and Y axes and click Apply.

6. Filter Results: Use the filter option to customize criteria and refine the report view.

7. Explore Tasks: Click on any chart column to open detailed views of the corresponding tasks.