Reporting for current month/year

English Forum Tips and Tricks
1

For using Asana as a CRM-tool, it would be great to have a dynamic field to just see the deals won in the current month/year.
At the moment, I need to update these tiles every month.

2

Hi,

We use Asana as a CRM and a deal for us is a task that we complete with a status so we can build such a reporting. What’s a deal for you in Asana?

1 Like
3

It’s the same for me, but I can’t use “show me won tasks this month”. I need to select the date-range of the actual month.
Or is there a smarter way?