Filter by custom field value in workload reporting

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1

Want: Able to see the workload of team member based on overall effort, vs story points

Currently workflow does not support filter by custom field.

As a workaround, I have to:

  • define Story Points for stories
  • define Task Points tor non-story tasks
  • define Effort Points = Story Points + Task Points

So that:

  • workload 1 uses Story Point to measure velocity at the business level,
  • workload 2 workload uses Effort Points to measure team workload to avoid over capacity.

If workload supports custom field filtering, we can create a Type custom field and filter out any non-story task in the workload 1.

2

Welcome @unional,

Don’t forget to vote by clicking the Vote button at the top of the thread.

Thanks,

Larry

3

We use template tasks for our projects that we break down into smaller subtasks throughout the project planning process. We have a custom field to distinguish between these (“stories” that span multiple weeks that are broken down into “tasks” for the current week).

Workload accounts for the TOTAL of estimated time for the task and its subtasks. But this double counts the time for us based on our current process. For example, if we have a “story” for 80 hours that spans four weeks and break it down into one 5-hour “task” for the current week, then workload shows the total for that work to be 25 hours in the current week ((80/4) = 20 + 5 for the subtask). But it should only be 5 hours for the current week.

We’d like the ability to filter our workload report on the custom field so that we can view only “tasks” (not “stories”).

And generally the ability to filter on other custom fields in workload would be great.

Asana Custom Field for Workload Report
Asana Custom Field for Workload Report2872×1508 329 KB

4

Hi @Megan_Robinson2 , welcome to the forum :waving_hand:
I found this similarly titled thread:

Would you like yours to be merged into it?
And don’t forget to vote for yourself :wink:

5

Thanks, Richard! Happy to merge with the other thread. It looks like it’s not currently a planned feature, is that right?

6

Merged!

Not that I have heard of, @Megan_Robinson2 . I don’t work for Asana, I’m a volunteer forum leader and an Asana Partner. If there are any updates, be sure the the forum team will post in this thread to let you know.