I want to make a Board or a Dashboard that show all tasks completed in the last week, across all boards. How do I set that up?
I do not want to make new separate “weekly” boards a suggested – or “weekly” task groups on all boards.
I imagine it so that I set up one board, set the dates (f.ex. “Last week”) and then it shows me all tasks completed last week.
Can someone please explain me how; what feature am I missing?
Thank you.
Hi Jon,
My consulting firm does this by setting up a separate board where all items will populate when they are changed to done.
In each of the boards that you are working in, you will want to create an automation that creates an item in a new board (your weekly reporting board) when you change the status to completed. That way a duplicate item is created in your weekly report board.
In your weekly reporting board, you will want the item to have an automation that sets the archive date to be whatever range in which you are looking for. For example, we want to see all tasks accomplished in the last week on Friday, so we set all items to have an archive date of 6 days after creation. Then you will need another automation that moves items to a different group when the archive date arrives.
Alternatively, you can have a view configured that will show all items that have been created/completed for “this week” on the weekly report board. That will only show for the current week.
Please let me know if you would like me to elaborate any further, hopefully this helps!
Peter
Agreed, how is this not basic functionality for such a platform. Would be useful for almost every company for weekly task updates & overview visibility.
To my mind this is actually pretty simple:
Hi Ken, thanks for your reply.
There appears to be an issue when trying to report on subtasks along with tasks (for example in the screenshot below where assignee must be me & completed date for both tasks and subtasks must be within a time period). I believe this is due to the AND/OR function applying to all filter rules rather than being able to vary it per filter line.
I think it would be better to have something like completed date automatically sit in the data of each item so that it doesn’t require an additional column, reasons:
The goal with this feature request is to report on all tasks across all projects easily & accurately. Ideally without requiring a lot of setup, ongoing administration to make sure the columns & their data are still there & correct, or potential for the data to be manipulated or removed. It ideally would be solely driven by the status changing.
Hello @jos,
Another option for your case can be addressed with the Board Email Reports app.
Every week you can get automated xls-reports via email that shows the tasks closed.
There are also other types of reports on a board level:
Check out the app for free to see if it works for you.
Hi Adam,
Your concerns on adding a new column may not be an issue anymore with monday’s recent updates.
As mentioned, you can set up a date column “Completed Date” and have an automation that sets the date when status is changed to done.
Then in the column settings you can restrict editing of this column to select users, so that data cannot be manipulated.
As to the filter applying to all rules, I believe you can add the first filter (owner), then click add “new group” instead of “new filter”. This creates a sub-group where you can then set the first filter (item level) to last week, then pick AND/OR for the sub-item.
It would look something like this.
If you need more help with monday.com, we offer a 30-minute free consultation. Just book us here.
