Board (Project) Level Reports

Track task creation trends and improve workload management.

For example, a team lead can automatically receive a weekly report summarizing how many new tasks were added to the "To Do" group in the past 7 days. This helps monitor workload growth, identify potential bottlenecks, and ensure proper task distribution among team members.

Monitor task progress and your team’s activity.

For example, a project manager can receive a weekly report summarizing all tasks in the "In Progress" group that were updated in the past 7 days. This allows you to see what your team has been working on, identify areas where additional support may be needed, and maintain transparency across the project.

Identify stagnant tasks to prevent delays and ensure project progress.

For example, a project manager can receive a weekly report listing all tasks in the "In Progress" group that haven’t been updated in the past 7 days. This helps highlight tasks that may be stuck, overlooked, or require follow-up, ensuring nothing slips through the cracks and timelines are maintained.

Track key status transitions to monitor progress and milestones with flexibility in detail.

For example, a project manager can receive a weekly report showing all tasks in the "To Do" group that were transitioned from "In Progress" to "Done" in the past 7 days. This provides a clear snapshot of completed work.

• With direct transitions, the report includes all tasks that were transitioned directly from "In Progress" to "Done" within the period specified. This provides a clear snapshot of completed work without additional transitions cluttering the report.

• With all transitions, the report includes all tasks that were transitioned from "In Progress" to "Done" within the period specified, even if there were intermediate status changes (e.g., "On Hold" or "Review"). This offers a more comprehensive view of the workflow for tasks reaching completion.

Stay informed about critical date changes in the project.

For example, a project manager can receive a weekly report listing all tasks in the "Upcoming Milestones" group where the due date or deadline was updated in the past 7 days. This ensures the team is aware of any shifts in timelines, helping to adjust priorities, communicate changes to stakeholders, and avoid missed deadlines.

Track time tracking updates to monitor workload and assess team performance.

For example, a team lead can receive a weekly report summarizing all tasks in the "Active Projects" group where time tracking was updated in the past 7 days. This allows managers to:

• Understand what tasks the team is actively working on.
• Evaluate whether time is being spent effectively across tasks.
• Assess individual employee performance and workload balance.

The report shows the duration of the task within the reporting period, not the task's full duration.

The items deleted with the time tracker on will be active until you stop the timer. To do that, press your profile picture → Trash → Find the deleted item with active time tracking → Actions column → View and stop the timer in the relevant column.

Track budget changes and financial adjustments for better control and planning. 

For example, a finance manager can receive a weekly report listing all tasks where the number values (e.g., budget, expenses, revenues) were updated in the past 7 days. This helps the manager track any changes in financial allocations, identify any discrepancies or overages, and adjust forecasts or reports accordingly. Keeping an eye on these updates ensures that the team stays within budget, and any significant changes are flagged early for review.

Every time period, create a report on items from a group where the deadline in Date or Timeline column has passed within last X days (or weeks) and send this report to specified emails.

Monitor and manage overdue tasks to ensure timely project completion.

For example, a project manager can receive a daily report listing all tasks in the "In Progress" group with deadlines that passed within the last 24 hours. This helps identify potential delays, prioritize urgent tasks, and proactively address roadblocks.