Hello,
we are working a large set of projects and we feel the need to download a view of some of them, for instance only tasks of a certain owner.
is this feature already available? Am I loosing something?
Hello,
we are working a large set of projects and we feel the need to download a view of some of them, for instance only tasks of a certain owner.
is this feature already available? Am I loosing something?
Hey @Maurizio_Yorck
can you please explain in a bit more detail on what you are trying to achieve?
As Asana has Portfolio and Report feature for example.
Or letās say you want to see a specific set of tasks separately have you tried to tag them under a special project to have all organized there?
You can always multi home tasks under more projects.
First we have the premium subscription which does not include the Portfolio feature.
We are still evaluating whether Asana is the right product for us, but we are seeing a lot of limitations, and it is difficult to get technical support.
Furthermore, the proposals that I read in the formum are always workarounds that generate a lot of ānoiseā by creating continuous projects to partially reach what is needed.
However Asana does not allow the download in EXCEL (NO CSV of the entire project) this is certain. a necessary and now standard function in every software.
Example: I look for tasks assigned to a certain resource, or that are in a certain state. In Asana I get a āviewā of those tasks, right, but, for each result I always have to go to details to check the values āāof my interest, and I canāt get neither a customized view nor a direct download in excel, to manipulate that data according to my needs.
Let me know if it is clear and if you are thinking of making this feature in a short time.
Hi @Maurizio_Yorck
Have you tried using āadvanced searchā?
Once the search is sat up, you can save it as āSaved searchā to easily get access to it whenever you need. And you can download a csv file of that search (not an excel for the moment).
You can customize the view as you want, the search can filter by assignee, or custom fields, ā¦ itās very powerful
Hi @Julien_RENAUD consider that we have PREMIUM version, and we are still evaluating if ASANA is the right software for us.
Iāve tried advanced search, but Iām not getting what I want.
Hello @Julien_RENAUD
I think I have partially solved this problem.
For that and perhaps other aspects of what youāre looking for, have you tried Asana2Go (disclaimer: Iām the creator):
It has many standard reports that you might find useful.
Re output similar to Asana, see Milestones are supported in Asana2Go (which just surpassed 5000 weekly users!)
And
shows you all tasksā custom field values.
Thanks,
Larry
Great solution. thanks it working.
@lpb I have another question, I donāt know if you can help me.
I have same text field (such as description and other custom field) with formatting text containg special characters (enter, comma, or other).
In this case the CSV export generates new unrecognized records.
My test for now, is focused on the transformation of this CSV in Excel, which truncates the contents when it finds an enter character or commaā¦
eg. I have 1000 records, I get 10 (as soon as it finds enter)
Do you know this problem? Any suggestions ?
I created a task with name ātesting,ā and exported to a CSV file with Asana2Go and opened in Excel and it imported fine, because I enclose all fields in quotes (and I may have taken other steps to escape, but canāt recall offhand).
Are you asking about exporting from Asana or from Asana2Go?
@LEGGO is the CSV/Asana expert so Iām pinging him and I bet heāll have some good info.
Thanks,
Larry
thanks @lpb, Iāll try with Asana2Go too, but itās a workaround. It should be better to have all in asana.
the export need to be sure for a backup. Thansk @LEGGO if you can help me.
@LEGGO just an example:
@Maurizio_Yorck can you send a copy of a raw export from Asana to my email? Iāll DM you. Iāve seen this in the past but donāt recall exactly what needed to be done. I should be able to figure it out if I was able to work with what you are seeing.
After reviewing and attempting to recreate this issues, Iām noticing some unusual behavior that I canāt replicate. You might follow the steps in this link to notify Customer Support: How to contact our Support Team ā
Happy to continue to assist but Iām afraid there are some things happening here that we canāt control or influence
Ok thanks.
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