Track number of creative requests daily, weekly, etc


#1

We have a creative team that the rest of our team submits creative requests too. As management I need visibility on the number of requests submitted daily, weekly, etc to that department. And what type of creative request. I know how to advance search but it’s just search listings that isn’t user friendly for my management team. Is there a way to see a high-level report?


#2

Hi @Ray2 :wave:t3:

Have you had a look to our new Portfolio feature?


#3

@Ray2 - I manage a marketing team and need similar data. We use a single project to log all requests (we have a central request email address that the company uses that is automatically forwarded to the asana project) and I export our request project data periodically into a csv file which lets me quickly compile all of the info I need into a report.


#4

Hi @Marie. I have. Would it report the number of incoming creative request tasks on a daily and weekly time frame?


#5

@Marie One more question. If it doesn’t, is there a way to use it so that it could? Right now our creative requests are a task with sub-tasks in different projects for clients.


#6

@Laura_Johnson Thanks. I suppose I could do that. Just seems like a tedious task to do daily or weekly.


#7

Hi @Ray2,

Porfolios allows you to track the progression of your project in % and allow you to see how many tasks have been completed and how many are still to be completed.

You can learn more about it here.


#8

Another option would be use Zapier to push new tasks into a Google Sheet - Link Here
This ‘automates’ the process of creating the spreadsheet that @Laura_Johnson mentioned.
Keep in mind the spreadsheet only gets updated with new tasks - It won’t reflect closed/deleted tasks.

Good Luck!


#9

Hi @Ray2

The key to this is the ‘Created At’ column, which you get when you export a project or advanced search to csv. You can build charts in Google sheets or Power BI based on filters for ‘in the last xx days . . .’

If you didn’t want to use Zapier to automate the process, you could use the Sync to Google Sheets feature, which I’ve previously mentioned here:

I hope that’s useful.