Time-Tracking, Export, Automation - Request

Hello,

A recent user of the MONDAY app, we will see some improvements. These could bring a bonus to your product.

In advance I ask you for a great indulgence for my english.

Let’s go

• Time Tracking is an item that does not work properly. I think a calendar management could help.

• The Excel export is not a !!! However, a report’s generation. Well, you have to keep that element, but you have to have the ability to get raw data files. The CSV format is the easiest to provide. Why make it complicated, when you can make if simple?

• Element of automation are sorely lacking. Take action based on the value of a formula column, by example.

• A bug, but you will answer me, that your analysis is so done, and I understand the. However, I think If you took time to think about if…………… (cf Dependency)

Time tracking.

Obviously, it is a very interesting tool, but it does not work in a very optimal way. !!!

I think your application lacks calendar management above all.
Je pense qu’il manque avant tout une gestion de calendrier à votre application.

• This must take into account the number of hours worked for a day. (7h, 7h30, 8h00, …).

• It must be able to import a table of th organization’s day off.

• This one must take into account that the weekend days are off.

• Whether the week starts on Monday or Sunday…

Work schedule (See Outlook by example )

Hours of work
Start Time : 08 :00
End Time : 17 :00
Work Week: Sun _ Mon v Tue v Wed v Thu v Fri v Sat_
First Day of the week : Monday

Time-Tracking log extraction.

A recurring automation that allow you to download the time tracking of one Board, from one period to another period. If possible CVS format. Cf. Export log time tracking, later in the document.

What remains to be designed, is how to keep this parameter for this table.

Excel.

Exporting data you offer is more like a report that an export. If is not usable. Having an Excel-type report is a nice solution for people who do not master Excel software.
However, others need this data for another approach. It would be good and even interesting to offer a CSV-type file to get raw data from MONDAY. And in more complicated cases an XML format. BUT especially not format by you, the customer must remain in control of his data. Only he knows what they represent.

• Export for a group.

This type of export must done in CSV, with a header on the first line. The name of the CSV file is he name of the group on which the request is made.

File name: 6000-CPAS Mons.csv
itemName ;GP MOD ;Chef de projet ;Intervenants ;Statut ;Time-Line ;…………….
Value ; Value ; Value ; Value ; Value ; …….
Value ; Value ; Value ; Value ; Value ; …….
Value ; Value ; Value ; Value ; Value ; …….
Value ; Value ; Value ; Value ; Value ; …….
Value ; Value ; Value ; Value ; Value ; …….

• Export log time tracking.

First, improve this took (Time Tracking), which could be every interesting if it could reflect reality.
This type of export must done in CSV, with a header on the first line.

File Name: Time_GroupName.csv

User; start Time; End Time; Elapsed Time
Name 1; 2020/01/13 08:00:00; 2020/01/15 10:30:00; 17:30 (1 day worked = 7.5h)
Name 2; 2020/01/16 14:00:00; 2020/01/17 16:30:00; 02:30
Name 1; 2020/01/17 11:00:00; 2020/01/17 12:30:00; 02:30
Name 1; 2020/01/24 08:00:00; 2020/01/28 16:30:00; 22:30 (Week-end does not work)

• Export a board.

This type of export must done in XML, in order to load directly to an Excel sheet. The name of the table represent the workbook, the name of the groups are the sheets. Since we are in XML, it is easy to load the data in their MONDAY format. This is indeed an export and not a report’s generation.

Structure

  1. • The name of the Board is the name of the workbook.
  2. • Each group in this board will represent a sheet of this workbook. Personally, at my level I do not need, here in this workbook, the updates and time tracking. Time Tracking must be the subject of a different approach.
  3. • Each column will respect its format.

• Export automation :

Create file Excel with Columns separate by char.

File : file name
Columns : select the columns you want to see in the file
Char : the character of separation between the different columns

You still have to keep you export form, but call it “Excel report generation”.

Automation.

  1. Having the possibility of automating on the basis of a formula type column,

When < formula column >

o : name of the column to be processed
o : possibility to choose a logical condition (LT, LTE, GT, GTE, EQ, NEQ, Contain , IS)
o the Value to check
o Move item, Move Group, Create update, Create in Board, Archive…

  1. Having the possibility to modify a Status column according to a formula column.

When < Formula column > Change Statut something.
OR

Notify a person based on Value of a column.

The subtasks.

GROUP

N Item S TimeLine Liens
1 Item 1 01/12/2019 – 20/12/2019
2 Item 2 1 05/12/2019
3 Item 3 1 15/12/2019 – 18/12/2019
4 Item 4 3 17/12/2020
5 Item 5 16/01/2020 – 30/01/2020 1
6 Item 6 5 25/01/2020 – 27/01/2020
7 Item 7 5

Item 2 and item 3 belong to item 1
Item 4 belongs to item 3
Item 5 must follow item 1 so if you move the time line from 1, the 5 reacts accordingly

I have read that you were already busy on this subject. It is very important; it would allow to have everything on the same board. Currently we have to go through manipulations.

Dependency

Suppose a board used as a canvas to create groups in another board.
Example

• Board A – Canvas contains the type group of my project.
• Board B – Board containing all of my projects to be processed. Each group in this board is a project.

Board A – All groups have the same columns.

Group TYPE Project 1
Item Name Link Status Time_Line People
Item Phase 1
Item Phase 2
Item Phase 3
Item Phase 4
Item Phase 5
Item Phase 6
Item Phase 7

Group TYPE Project 2
Item Name Link Status Time_Line People
Item Phase 1
Item Phase 2
Item Phase 3
Item Phase 4

Group TYPE Project 3
Item Name Link Status Time_Line People
Item Phase 1

Board B – receives the movement of a group from board A.

Two methods.

• Either we modify the group in board A , duplicate the group and then we move the group to board B
• Either we duplicate the group in board A, modify the duplicate and move the duplicate to board B

The board B does not react in the same way. However, it would be easier to user one method than the other.

Method 1 – modify the group of the board A, move the group to board B.

BOARD A

Group TYPE Project 00000
Item Name Link Status Time_Line People
00000 Phase 1
00000 Phase 2 00000 Phase 1 01/01/20-15/01/20
00000 Phase 3 00000 Phase 1 20/01/20-15/02/20
00000 Phase 4 00000 Phase 1 19/02/20-31/03/20

Modify the item’s value.

Group TYPE Project 55555
Item Name Link Status Time_Line People
55555 Phase 1
55555 Phase 2 55555 Phase 1 01/01/20-15/01/20
55555 Phase 3 55555 Phase 1 20/01/20-15/02/20
55555 Phase 4 55555 Phase 1 19/02/20-31/03/20

Duplicate the group

55555 Phase 1
55555 Phase 2 55555 Phase 1 01/01/20-15/01/20
55555 Phase 3 55555 Phase 1 20/01/20-15/02/20
55555 Phase 4 55555 Phase 1 19/02/20-31/03/20

Move the group to board B.

Board B

Group TYPE Project 55555
Item Name Link Status Time_Line People
55555 Phase 1
55555 Phase 2 55555 Phase 1 01/01/20-15/01/20
55555 Phase 3 55555 Phase 1 20/01/20-15/02/20
55555 Phase 4 55555 Phase 1 19/02/20-31/03/20

New projet. We do the same, but with 44444.

Board B.

Group TYPE Project 44444
Item Name Link Status Time_Line People
55555 Phase 1
55555 Phase 2 55555 Phase 1 01/01/20-15/01/20
55555 Phase 3 55555 Phase 1 20/01/20-15/02/20
55555 Phase 4 55555 Phase 1 19/02/20-31/03/20

Group TYPE Project 55555
Item Name Link Status Time_Line People
55555 Phase 1
55555 Phase 2 55555 Phase 1 01/01/20-15/01/20
55555 Phase 3 55555 Phase 1 20/01/20-15/02/20
55555 Phase 4 55555 Phase 1 19/02/20-31/03/20

The ‘transfer’ from A is with 44444, but in final, Board B no change !!!

Method 2 – Duplicate the group of board A, modify the value and move to board B

Board A

Group TYPE Project 2
Item Name Link Status Time_Line People
Item Phase 1
Item Phase 2
Item Phase 3
Item Phase 4

Duplicate the group

Duplicate of the Group TYPE Project 2
Item Name Link Status Time_Line People
Item Phase 1
Item Phase 2
Item Phase 3
Item Phase 4

Modify the value and add the dependency.

Duplicate of Group TYPE Project 55555
Item Name Link Status Time_Line People
55555 Phase 1
55555 Phase 2 55555 Phase 1 01/01/20-15/01/20
55555 Phase 3 55555 Phase 1 20/01/20-15/02/20
55555 Phase 4 55555 Phase 1 19/02/20-31/03/20

Move to board B

Board B

Duplicate of Group TYPE Project 55555
Item Name Link Status Time_Line People
55555 Phase 1
55555 Phase 2 55555 Phase 1 01/01/20-15/01/20
55555 Phase 3 55555 Phase 1 20/01/20-15/02/20
55555 Phase 4 55555 Phase 1 19/02/20-31/03/20

New project, we do the same method but with project 44444

Board B.

Group TYPE Project 44444
Item Name Link Status Time_Line People
44444 Phase 1
44444 Phase 2 44444 Phase 1 01/01/20-15/01/20
44444 Phase 3 44444 Phase 1 20/01/20-15/02/20
44444 Phase 4 44444 Phase 1 19/02/20-31/03/20

Group TYPE Project 55555
Item Name Link Status Time_Line People
55555 Phase 1
55555 Phase 2 55555 Phase 1 01/01/20-15/01/20
55555 Phase 3 55555 Phase 1 20/01/20-15/02/20
55555 Phase 4 55555 Phase 1 19/02/20-31/03/20

Cosmetics.

With us, a group constitutes a project, which is divided into phases. On a graphic’s Time-line is difficult to distinguish the different phases. It would be interesting to be able to distinguish then by a different color, or au possibility to indicate the group’s name with the phase