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Tasks table

On this tab, you can build your own tables for task tracking. You can review tasks by status and add, for example, user-related information.

Example use case: I want to see who has the most open tasks across the entire organization

  1. Select Root level in the level filter
  2. Select the desired time period and reporting templates
  3. Click Update so that the table fetches the data correctly
  4. At first, you will see a list showing tasks grouped by their status.

  5. Click the Fields button to modify the table. In this view, you can drag fields into rows or columns. Removing a field from use is done by dragging it outside the area.


  6. Drag the Status field into the Columns area and remove the level field from the Rows area.
  7. Click Open, and you will see the tasks broken down by user and status.
  8. You can now click the gear icon next to Status and filter out the Done value so that only open tasks are shown. Click Open after making your selections.
  10. You can also sort the rows using the arrow next to the column header.
  11. Now you can see all open tasks grouped by user, ordered from the highest number to the lowest.
  12. Remember to save the filter for future use!