Creating a report - count of tasks with a certain custom field value

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1

Hi,

We use one project in Asana as our sales funnel. We have a Custom field called Deal stage which has several values.

I would like to create a report how many tasks (so, count of the tasks) was there on the last day of every months in 2024 for every Deal stage value.

The desired result would be a table with:

  • rows: custom field value
  • columns: months in the year
  • values: count of tasks with the custom field value on the specific date (last day of the month).

I do not need count of tasks created on that date, due on that date or completed on that date. But number of all existing tasks on that date.

I tried do speak with AI assistant, but there was no results.

Help please :slight_smile:

Thank you,
Dea

2

I don’t think that’s possible, reports currently can’t look at “how data was at a given date”… @Larry_Berger_lpb @Richard_Sather am I missing something?

3

I agree, I don’t think you are missing something, @Bastien_Siebman

Hi @Dea_Marušić , welcome to the forum :wave:
I see you post this in the AI Studio category. Are you trying to create an AI studio Rule? Or trying to get an answer from the in-product AI chat bot?

4

You can’t do this natively in Asana unless you were to run an advance search report or view dashboard charts on the last day of each month and store them.

Maybe the Sync to Google Sheets could allow you to do this with a macro and other tabs in GSheets or Excel?

Or perhaps with Business Intelligence tool integrations.

Thanks,

Larry

5

@Dea_Marušić you can do that with the Screenful add-on. You just need to select the Deal stage custom field as the workflow field. After that, Screenful keeps a record of the historical changes to that custom field and you can create a chart (e.g. table) that shows how many tasks were in any of those stages at any point in history.

Here’s the guide for selecting a custom field as the workflow field. Feel free to DM me or book a slot for a call.

6

Sounds like something that would be better done in Pipedrive CRM rather than Asana.

7

Also, using in the in-product Asana AI to count tasks based on custom-field values is not consistent. I am trying to do the same thing for a report at regular intervals, and needed several rounds of iteration on a prompt to get the output to an accurate count. Each time it failed to accurately count the number of tasks where custom field 1 had value set to X, for example.

8

FYI I haven’t tried this specifically but I’m sure this could be done by a FlowAgent in our Flowsana integration.