Wrike Tip - Clean Reporting using Custom Fields
I added a custom field titled "MILESTONE" as a drop-down with two categories to choose from (in this simplified example): "Design" and "Pilot Run". You can add as many categories as you need to your drop-down list to assist with filtering only the tasks you are interested in viewing. For example, in the middle of our development phase we would like to report on the status of all tasks assigned the "Design" milestone category for all projects. When generating the report, you can filter by custom field. In the below example, I selected the "MILESTONE" custom field and only checked the box next to "Design" in the filters column.
Thanks for sharing this, Trevor. I will definitely have a closer look and see how this fits into our reporting needs and workflow.
Unfortunately, the Screenshots you posted appear as broken links. Would you mind trying to put them up again? I assume they would help a lot in understanding your detailed elaborations.
@all, I'm working with Wrike support to get the images back up. I apologize for the issue.