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Your Feedback: Structured Task Reports (Hierarchical)

13 comments

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    Valerie Moschella

    This is AWESOME!!  This is exactly what we were looking for in a status report.  Now I can create a report and have team members subscribe to it!.  It saves us a ton of time!

    Thanks Wrike Team!

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    Stephanie Westbrook

    @Valerie So glad this works for your team! I'm excited for you to start running those Reports ๐Ÿ™Œ

    Stephanie Westbrook Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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    Dave Silva

    This is close to what I need but we don't use folders for our hierarchies -- instead, we use parent-child task relationships.

    For example:

    2018 Monthly Marketing Report > 2018-01 Report

    When I run a report on tasks like that, what I see are a bunch of "YYYY-MM Report" tasks, but I don't have visibility on the parent task to lend more info.

    Can you please add the ability to group and have visibility on parent tasks as described here and here.

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    RAKESH RAMANUKOLANU

    This is good to know, but we use tasks and subtasks for linking them

    Task 1 -> Sub task1

               -> Sub Task 2

    so having Parent Task column will be great

     

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    Tony Bullock

    The ability to use a structured hierarchical view is excellent for tasks, but I also need it for my time-log reports. I run a quarterly analysis of time spent on tasks for projects within a folder called "Partner Analysis". Each partner has their own sub-folder full of projects. I need to give them a report that shows them time spent per project. This would be easy if all tasks were at the top level of a project, but like many customers, we make use of sub-folders and parent / child tasks. The report I've built so far only shows "parent folder" which isn't any good if it's a sub-folder.

    Please can you add "structured hierarchical view" to time-log reports.

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    Jennifer Olvera

    Are there any plans to incorporate this for project-based reports?

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    Stephen

    Thanks for the feedback here guys. I have no new information right now. I know the team has been thinking about other areas of the Workspace to make this available. 

    Once I have some more concrete information, I'll be sure to update you here.

    Stephen Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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    Thomas Maddox

    @Stephen

     

    Thanks for the post here, this is a good start, but how would i filter the report based on project owners or a managed custom field that applies only to a project. It seems that the filters only apply to tasks. In our circumstance, we have 20 different account owners, and we would like to send them a weekly status report of only their projects. The structured hierarchy provides me with the perfect information, but I cant filter out only account owner 1 vs account owner 2.

    Thoughts on how to accomplish this? 

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    Stephen

    @Thomas, good question! For this, you'll likely need to create a Report for each project owner (assuming you mean project owner above?). That means creating a Report for each owner, filtering each person as the assignee and sharing it with them. Reports are best used to see the end-results or milestone achievements of a project so you can reflect on what has been done

    What about using a project-based widget on Dashboard? These are a more dynamic way of managing yours and others work. You can create a widget to show all projects that are in a certain Folder and then set assignee to 'current assignee'. Then when you share it, each owner you share will see the widget based on what's assigned to them. You can even create multiple widgets on the Dashboard to show Project in different status etc. That person and check this section anytime to see how things are going and it updates in real-time so the info is always accurate.

    Let me know your thoughts ๐Ÿ‘

    @all - please jump in here if you can suggest a best practice for how you're achieving this too.

    Stephen Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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    Thomas Maddox

    Thanks @Stephen

    So in our particular case, the account owner i was referring is a sales executive, who wont be in or working within Wrike very often, if at all. So what I'm hoping to do is create a detailed report that we send to them weekly to give an overview of the status of all the projects that in in flight for their respective customer base (we're a service delivery company). I was able to create a "project" report, but it just shows the basic status of the project, and doesn't provide much detail for the project  The task report with hierarchy does show everything that is going on in the project, but I cant filter out a project for 1 account executive vs another. When I tried to filter the project based on assignee, and the AE is only assigned to the project, my report brings back no results. The only way I could think to do it would be to assign them to every task, but that seems like a bit overkill. The best course of action would be a combined project/task report like the task report with hierarchy, where you could filter on a task or a project field. 

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    Stephen

    Hi Thomas, when users are not in Wrike, it makes it a little more difficult to show them such filtered results. I'd love to hear any team obstacles you have to get these users in Wrike. I ask because, after the short initial learning curve, they will get a whole lot more value from viewing this detailed info in the Workspace rather than exported report. Plus considering they technically 'own' the projects it's probably a good idea to be in there as at least a Contributor.

    To get a better understanding of the ways of working across your function, it would be great to hear what kind of actions the sales executive needs to take from reading this report. This will give me a better understanding and I should be able to provide some workarounds and best practices.

    I'd also consider posting this question in our Best Practice section so others on the Community can let you know how they achieve this kind of reporting ๐Ÿ‘

     

    Stephen Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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    Ciara Kennedy

    Thanks for this update Stephen! When using the hierarchical view, is there a way to open the table as expanded by default rather than collapsed? I know you have the option to expand all on the right side of the table, but I am hoping to share a report with different teams at the company (some of which do not use Wrike regularly) and I want the report to be as intuitive as possible when they open it.

    Let me know if this is something you can already do when generating a report or if it is an option that is on the roadmap.

     

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    Stephen

    Hey Ciara, that makes sense actually, good thinking thank you. I'll need to raise the idea to the Product Team. Would it possible to write a Product Feedback post about this, outlining what you'd like to achieve and why in the post, please?

    Our Product Feedback process for Community means that when you post there, it zips into our Product Team's feedback Folder in Wrike for their review ๐Ÿ‘

    Stephen Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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