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Can someone help me with Reporting

MD

I purchased the Premium version recently and I just started inputting many tasks last week.

I understand how to see what tasks I completed last week:
Karma Link /View All Completed.

But I have projects/tasks that are still open.

I need to be able report on my time and status for both opened and closed tasks on Friday evening or Monday morning. I need to provide a summary of how much time I've spent per Project during the week. I could see adding a note (time spent) in the notes field for each task under a project.

If I did that...

How could I write a search/report that shows open tasks and all notes from last week? That way I could see my tasks and notes.

Could I also write a search/report that shows closed tasks and all notes from last week?

Or does someone have a better way to document and report on time spent per project?

Thank you.

All responses

David Trey staff
Replied on May 28, 2013 - 10:47

Hello Mike,

If you want to see all your open tasks along with all notes for each task below it, please click on the gear icon in the top-right corner and click "Print current page". It will ask you if you want to include notes in the printout. Whether you choose to print it or not, you will see a "print preview" page with all this information.

Unfortunately, there are no other specific reporting features in Todoist yet, but we will implement them in the future.

If you're working in a team and your task are team-based and you'd like to invite people to projects, assign tasks directly to them and see the status of everything in one place, we recommend our team-based project management tool: https://wedoist.com


Best regards,
David

MF
Mark Fowler premium
Replied on May 28, 2013 - 18:28

Mike,

The Export feature and the API are ways to get at your project data, but in a raw form. It will probably take some manipulation to turn it into what you want.

Exporting gives you pretty much what you see in Todoist but in text format.

The API yields JSON formated data, but very complete.

DG
Dale Geffs premium
Replied on Jun 05, 2013 - 14:45

Sure would like to see some rudimentary reporting available. Currently there is no way to include completed tasks short of performing a print screen after retrieving them. It's likely I'll have to switch to another product since this feature is pretty important in the corporate world.

CR
curt raffi
Replied on Jun 07, 2013 - 08:39

Amen to that. NEED reporting for this to be a minimally viable product. Have no problem of paying for it. Reporting just needs to be there for personal reporting.

MD
Mike Detmar premium
Replied on Jun 07, 2013 - 11:47

I've been struggling with finding a good digital solution to replace my paper planner. I come from the Franklin Planner time period. :)

I've tried many task management programs over time and they're always getting better. This one in particular attracted my attention with the multi platform support. Between work and personal I use a Mac, iOS and Android systems. With Todoist I can manage my data across all platforms, easily.

I like some of the visuals in the Productivity Trend section. I like the notifications. The layout of the app is nice.

What would be nice is to see a way to show what tasks I worked on last week and what I did on each task so I can quickly tell someone where I am on a task. Because having a trusted system (Todoist) means I should be able to work on a task, enter data on a task, and move on, if I'm waiting for someone else or need to pause to work on something else that takes precedence. I think that the time stamped notes help with that.

It would be nice if I could:

Run a report of completed tasks. I can do that via Productivity Trend / view All Completed.

Run a report of incomplete tasks with the notes under each. I can't seem to find that one. If I could do that and then use the Print current page, and "include" notes that might work. Is there a query I can run to show me this? Then I could print the page and include notes. Something like 5-27-2013, 5-31-2013, all.

It would be nice to be able to run a timeline report, that would look something like this:

(Date/time) (note) (task) (project)
.
.
.

In that way I could see how I spent my day, completed, incomplete, with notes.
I could then use that as a basis for a weekly report for my manager, so they know where I'm spending my time.

Mark Fowler (above comment) suggested using the API to export the data and manipulate it. Can someone provide some more information on that?

Until then I will continue to poke around (maybe I need to spend more time with the documentation) to find ways to use the tool. I'm also continuing my research of tools as diverse as OmniFocus, Todo.txt, and TaskWarrior.

Thank you to all for your suggestions. I think this is a good conversation that may give the Todoist developers ideas for additional features.

Thank you,

Mike

David Trey staff
Replied on Jun 07, 2013 - 14:47

Hello Mike,

Thank you for your feedback. Regarding including notes in the report - this is actually possible. Simply click on the "Print current page" option and your browser will ask you if you want to include notes in the printout. If you'll agree, you'll see every note below the task. This works only for active (not completed) tasks.

Regarding using API to export data, you can find detailed information on our API here: https://todoist.com/API/help

We are indeed planning to introduce detailed reporting options and statistics in future updates, but for not the print view combined with all the individual active or completed task views is the best workaround.


Best regards,
David