Closed Project Report
in progress
Amanda Aparicio
Filter for "Close Date" on projects on both the:
- Workflow > Projects page, and
- Workflow > Insights report
That way, users can efficiently report on completed work.
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Amanda Aparicio
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in progress
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Robert McGee
Amanda Aparicio This is already a thing on CSV Export. We add a table to the data range and short by "Project Closed Date" column to get this information. Alnie Sanatar Sounds like you wanted this in the workflow and not in the export. I would like to see that too. Would just need the data in an additional column.
On the topic of closed projects, Amanda could we consider the option of seeing closed and open in the workflow at the same time :)
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Alnie Sanatar
Robert McGee 100% agree this is a game changer!
Amanda Aparicio
Robert McGee: ah thank you! I've updated the post to more accurately reflect what we're working on :) In terms of seeing both Open and Closed at the same time, I'll create a different post for future consideration!
Autopilot
Merged in a post:
Sort CLOSED Projects by CLOSED/COMPLETED DATE
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Alnie Sanatar
IMPORTANT: PROJECTS: We should be able to look in our workflow and track the closed items and sort by CLOSED date - this will clearly help us reconcile by day what was done and when. Please create this - would ease operations
Amanda Aparicio
Merged in a post:
Add Project close date to CSV Export
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jacob bryant
Add Project close date to CSV Export