The Completed Tasks Report is a valuable tool for teams to track progress and review action items completed within a specific timeframe. Whether you’re a team leader overseeing productivity or a member tracking personal achievements, this feature offers actionable insights into your team’s workflow. By highlighting completed tasks by date or individual members, it helps identify strengths, track accomplishments, and optimize project management.
Note: This feature is limited to Workspace users and currently available on Web/Desktop only. To start your Workspace trial, click here.
📊 How to access and set up a Completed Tasks Report
Creating a Completed Tasks Report is straightforward and can be customized to meet your specific needs.
To create a report, simply:
Navigate to the left-side panel of the web or desktop app and select Custom Views.
Click the Create View button.
From the setup menu, choose Completed Tasks as the report type.
Select the boards you’d like to monitor and define the desired timeframe for the completed tasks.
Once configured, your private view will be created, displaying all completed tasks based on the selected sources and timeframe. You can now access it whenever you need from the Custom Views area.
⚙️ Reviewing and Customizing the Completed Tasks Report
The generated report offers multiple ways to analyze and interact with your team’s completed tasks:
🔀 Switch between viewing modes (people/date)
Toggle between People and Date tabs to view completed tasks by individual team members or by specific dates. This flexibility allows leaders to focus on individual contributions or analyze team output over time.
📝 View the completed-task details
Click any task in the report to open it in read-only mode, or click the task's link to jump to the original task for further editing.
🔍 Filter for Deeper Insights
Use filters to narrow down your view based on person, tag, board and section, making it easier to focus on specific criteria.
🖼️ Adjust the Layout of your report
Switch between the default task display (larger task view) and a compact layout for a more concise overview. This option can be accessed via the three-dot options menu.
📤 Export/edit/delete the report
Use the 3 dots options-menu to:
• Edit the view settings if you want to adjust boards or timeframes.
• Export the data as an Excel file, which will be sent to your registered email.
• Delete the report when it’s no longer needed.
🎯 FAQs
🧐 Who can create a Completed Tasks Report in Any.do?
🧐 Who can create a Completed Tasks Report in Any.do?
Any Workspace user can create a Completed Tasks Report. The feature is particularly useful for team leads and members tracking their contributions across boards.
🔢 Can I include multiple boards in one report?
🔢 Can I include multiple boards in one report?
Yes, you can select multiple boards when setting up your report to monitor completed tasks across different projects.
👥 How do I view completed tasks by team member or date?
👥 How do I view completed tasks by team member or date?
The report allows you to switch between People and Date tabs in the upper toolbar. This lets you analyze completed tasks by individual team members or by specific days.
✍️ Can I edit or update the Completed Tasks Report after it’s created?
✍️ Can I edit or update the Completed Tasks Report after it’s created?
Yes, you can edit your report at any time by accessing the three-dot options-menu. You can adjust the boards, timeframe, or layout as needed.
👀 Is the Completed Tasks Report visible to other team members?
👀 Is the Completed Tasks Report visible to other team members?
No, the report is private to the user who created it. This ensures that you have full control over the information and access.
📤 Can I export the report?
📤 Can I export the report?
Yes, you can export the data to an Excel file by selecting the Export option from the menu. The file will be sent to the email address associated with your Any.do account.
🆚 What is the difference between the default and compact layouts?
🆚 What is the difference between the default and compact layouts?
The default layout provides a larger display for tasks, making it easier to view task details at a glance. The compact layout offers a condensed view, ideal for summarizing larger datasets.
🗑 Can I delete a Completed Tasks Report?
🗑 Can I delete a Completed Tasks Report?
Yes, you can delete the report anytime from the options menu. This action will remove it from your Custom Views.
🔍 Can I filter tasks in the report?
🔍 Can I filter tasks in the report?
Absolutely! You can filter tasks by person, tag, board, or section to focus on specific criteria and get more targeted insights.
📝 Are task details editable within the report?
📝 Are task details editable within the report?
Tasks are displayed in read-only mode in the report view, but you can click the link to open and edit the task in its original location.