Project and Todo Report

Roles and Permissions:

Organization Owner/Manager:
They can view reports of all members in the organization.

Delivery Head:
These roles can view reports of all members in the organization.

Dept Head(User):
They can view reports of self and asssigned Department Members.

Team Lead(User):
They can view reports of self and asssigned Teams Members.

Project Manager (User):
They can view reports of self and asssigned Project Members.

User:
User can view reports of only themselves.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

The Project and Todo Report section lets you see how much your team has worked over a specific Project and Todo.
STEP 1

From the side menu, click on the “Reports” then click “ Project and Task Report

STEP 2

You can see a screen where you can select dropdown by Members , Teams & Department , After choosing one of this from drop down ,Click on Generate Report .

STEP 3

Select a custom date range from the calendar. and also you can select Monthly & Weekly .

STEP 4

Select any member from the member dropdown.

Click on the** "+"** icon under Project Name to view the details of time spent by each member on that specific Project and Todo.

Click on the Filters Icon button to apply project and Todo filters to your report.

After applying the filters, your report will be generated automatically.

STEP 5

Click on the Sent Icon button to report to desired email id.

STEP 6

Click on the Schedule Icon button to schedule the report to be sent to individual email address on specific Date/Time intervals. You can define the Subject & Message body of the email. And you can also choose which file type to send (either CSV or PDF).

STEP 7

Click on the Download Icon button to download the report in CSV format.

Updated on: 14/03/2024