To create a custom report, firstly login Workast with your Slack credentials
Create new report
On the left hand side bar next to My Reports, click on the + sign
You will see a blank report
Choose the Task Status:
- Open: These are the incomplete tasks across all of the lists you are a participant of.
- Completed: These are the tasks that have been marked as done across all the lists you are a participant of.
Select the next filter.
Assigned to is the default filter you will see next.
To delete this filter, click on the X next to the filter.
Choose a filter from the dropdown menu
Results will populate once you choose an option from the filter.
Name your report and click on save
Reports show live data each time you view the report.
This is what a saved report looks like
The report is saved on the left hand side under My Reports
Examples of Different Reports
The types of reports are endless. Here are a few more examples
All the tasks assigned to two team members
Tasks completed by team members over the last 7 days
Tasks assigned to a team member that are due tomorrow
To create a custom report in Workast, your team needs to upgrade their account and be a paid customer.
If you would like to upgrade your account, please email: firstname.lastname@example.org