This feature allows you to create targeted reports with compact information for the recipient(s).
Create a report that shows only individual tasks of a pin by selecting which tasks a person should receive.
- The report only displays these tasks.
- All other tasks in this pin are not displayed.
Examples:
A subcontractor should receive a report with all the tasks assigned to it. The other tasks in the pins should not be visible.
A report with all open tasks should be created. The already closed tasks should not be visible.
The same templates can be used for a task report as for a pin report.
Create a report from tasks
Creating a report from tasks is the same as creating a report from pins.
Option 1
Go to the menu item "Tasks" in the project.
Filter by the desired tasks and select one or more.
After selecting the desired tasks, click the Edit icon.
Click Add to Report.
Select the required report template and add a title.
Then click Create and the task report will be created.
Note: You can select the same report templates as for a pin report. The only difference to a pin report is that not all tasks of a pin are displayed, only the ones you selected.
Option 2
In the project, go to the menu item "Reports" and click on Create Report.
Create a title, select a template, and click Tasks.
Note: You can select the same report templates as for a pin report. The only difference to a pin report is that not all tasks of a pin are displayed, only the ones you selected.
Select the desired tasks and create a report as usual.
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