Last month we shared Teamwork’s first Planned vs. Actual Report in the form of a Milestones report. In that, we mentioned our continued focus on enhancing the reporting functionality throughout Teamwork. Now, we’re delighted to release the next report in this series — the Planned vs. Actual Tasks Report.
The Planned vs. Actual Tasks Report keeps track of how your tasks progress against the due date that was applied when they were originally planned. This feature makes it even easier to know how your projects are progressing compared to the plan.
Where customers will gain tremendous value in these reports lies within the Status and Difference columns. You can sort the report by status, which lets you easily identify what tasks are completed, upcoming, and late. Then in the Difference column, this information will be reflected accordingly by showing the difference in the number of days between the original due date and the current due date for incomplete tasks. For complete tasks, it will show the number of days between the original due date and the completion due date. This information gives you helpful insights to adjust your team's workflow and priorities, or to plan for similar projects in the future.
Just like the Planned vs. Actual Milestones Report, you can customize your columns by hiding certain columns and rearranging the visible columns. You can also view your data within the date range you select. The sorting functionality lets you change the view of the report so you can view the information that is most appropriate for you at a particular point in time. Within the new report, you can do a quick search from your set of projects, or search by task or assignee, so you can find what you need in an instant.
Although these are true to their name —Reports—we also know that taking action while in the report will help you efficiently reschedule work if needed. For this reason, we’ve added the ability to complete a task, change the current due dates, show the task details and task list details modal, and view the change history—all from within the report.
A new feature to the Planned vs. Actual Tasks Report, that was not previously included in the Planned vs Actual Milestones Report, is the ability to easily understand why you might not be able to close a task. For instance, many tasks may have dependencies like subtasks. So if you’re unable to click complete on a task, you can get insight into those other dependencies that need to be actioned.
Last but not least, we’ve introduced filters to this new report. Users can now filter by teams, companies, task lists (single or multiple), all tasks, upcoming tasks, and late tasks. You can also choose to include or exclude completed tasks, so you can easily review the status of tasks across your projects compared with how they were originally planned.
With a clear view of your planned delivery vs. actual progress, you can easily assess performance across your team, reprioritize work (if needed), and adjust timelines (if necessary)—ensuring efficient and profitable project delivery.
To quickly see how to best use the Planned vs. Actual Tasks Report, watch our short video below.
Or view our help doc for a step-by-step guide to using our newest report.
As always, we love to hear your feedback, so if you have any questions or feedback, please leave a comment below or email us at firstname.lastname@example.org.