- You would like to perform an analysis of how tasks and projects progress over time
- You would like to challenge yourself with a more complex BI concept
- Task Status Change History Change Date (the date when the user switched the task's status)
- Task Status Change History Old -> New Status (the precise status change -- FROM this status TO that status -- that was made on that day)
Note: "Old Status" and "New Status" are also available as separate dimensions and are very useful for slicing and dicing. Give them a try as well!
- My Runzoocane project has 6 tasks.
- Tasks 04 and 05 were completed on 1/26. They were completed very quickly and workflow steps were skipped (was work actually done? why weren't all steps followed?)
- Tasks 00 and 01 were never started (still in New status) even though they were both due in January.
Explanation: When the New Status (right side) is N/A that means this Old Status (left side) is the current status. Notice that in this situation, the change date will always be the current date.
- Tasks 02 and 03 were started on 1/26 but have remained in the "In Progress" state ever since.
- There are relatively few statuses that are used for tasks. Are other workflows not being used?
- Those status changes with many IDs mean this status change happens more frequently; relatively few IDs mean that this change happens less frequently.
- There are 10 cases where a task was completed and then afterward uncompleted. What happened there?
Hint: Add task name and task link dimensions to see the actual tasks involved.
- It appears that Wrike has not been used in a while. Those tasks that are still waiting for action (New Status is N/A) have been waiting for a very long time.
(This is a demo database that was created several months ago)
- When tasks do get action using the standard operating procedure (eg. New -> In Progress, In Progress -> Completed), these steps happen within an average of 6 hours (.25 days)
- Many tasks are going straight from New to Completed which may imply skipped or unreported steps.
- Add another dimension, such as project type field, to add further depth and insight to status changes. Does a certain project type take longer to progress than others?
- Identify which projects ever go backward in the workflow. Why do these projects suffer from backtrack/rework?
- Of those projects that reach an On Hold status, what % of them are completed vs abandoned?
Sam Alter Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online