Weekly Reports

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  • Updated 5 years ago
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Hi,

I'm looking to run a report of the activity that happened in a certain week. I'm not sure if there's a place where I can run a query on the changes from 1 week to the next. Can anybody provide some guidance? I tried MindJet tasks for a little bit but I feel that I am doing something wrong.
Thanks in advance for the help!
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Yassen

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Posted 5 years ago

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aHa!Coaching, Champion

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I don't think that's currently possible. However, using the Recent Activity column (https://action.mindjet.com/app#!/acti...) you might scroll back to a certain time period as all change data seems to be stored for a long period of time.
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Alex Gooding, Champion

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I can't help you with Mindjet Tasks, and I'm not sure I've got the right idea regarding your question. I'm assuming that you are using tasks within Mindjet and that you want either:

(a) an indication either of tasks that were actually completed in the previous week as recorded in the Task Info Progress field, or

(b) a record of all tasks that changed status during the week (eg, changing from 25% to 50% complete) also as recorded in the same field.

In Mindjet for Windows it is difficult to achieve either outcome, as there is no easy way to automatically record the date a task was actually completed or any other change in status which occurred. Even if there was, there is no easy way to filter based on this information.

I can think of a couple of workarounds using markers, power filtering and the marker index but they are fairly complex. I don't know if anyone has a simpler solution but if not I'm happy to try to describe the approach I've come up with if you're still interested.
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Yassen

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Thanks a lot for the replies.
Mathieu, I actually can't view anything on the link that you gave me.

Alexsg
We might be thinking of similar solutions. This is currently what we are doing so let me know if what you are thinking of is different.
We are flagging things that are to be completed in the next 2 weeks with a custom icon and then flag them as complete with a different icon. We run a powerfilter query with a name and these custom markers and although it isn't too much of a hassle right now, the bigger that the team gets the more of a hassle this process will be.
If your solution is easier I would be very interested to hear about it.

Thanks again.
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Alex Gooding, Champion

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Hi Yassen,

Yes, I was thinking along these lines, though I was also going to suggest using the Marker Index as well.

My initial idea was based on the assumption that you wanted a cumulative record of the week in which things were completed. To do this I was going to suggest setting up a new icon group with mutually exclusive custom icons such as "W1", "W2", etc which would be applied to the tasks completed each week.

You would then be able to use the power filter to report at the end of any particular week on tasks completed that week as you do now, but I was also going to point out that that when it is turned on and set up properly the Marker Index pane will show a list of tasks sorted by icon. This list can be copied to the clipboard and pasted in a Word document, etc.

However I think you can get the outcome as described in your latest post without using icons as it does not seem to require a cumulative record - you only want a "snapshot" every fortnight of tasks completed in that two-week period.

To do this you would need to use two separate power filters. For the first filter, enter a fixed date range (not a relative one, like "Due this week") in the Ending Date in the Task Info tab in the Power Filter dialogue box. If you are after only tasks that are meant to be started and finished in the same period enter the same date range for the Starting date. Save that filter with an appropriate name

After it is saved, clear that filter and then create a new one. First, go to the Markers tab and tick the Task done box in the Progress group (if there isn't a box for this go back to the map and create a dummy task and assign it a Progress of "100% completed" - this will create the option in the Progress group).

Then make sure that no dates are entered in the Starting Date and Ending date fields (it's important that if you are trying to create and apply cumulative filters that you work on the basis of one criteria per filter). Then save this filter with an appropriate name.

When you need to see which projects have been completed in this period, apply the date range filter first and then while this filter is in place apply the second Task Done filter. You should see only the tasks (and of course their parents) on the map that have been completed in the relevant date range, with the same tasks listed under the "Task done" icon under Progress in the Marker Index pane.

Hope this helps.

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