User Case: Tracking progress visually using Charts in Bridge24 and your Asana custom fields

Custom fields are a widely used feature within Asana since they allow you to add fields for your specific workflow. There are so many ways to use them, such as: adding a field to categorize your product, a status field for a special sign-off procedure, a version field for a release, a yes/no for any required action, etc. After all this data has been entered, how can you easily draw useful information to create summaries, or to see trends?

Bridge24 released the ability to use custom fields for grouping in Reports several months ago. Since last week, custom fields can now be used to generate dynamic charts using your custom field data at the click of a button.

In the example taken, a Blog management workflow is presented. Blog posts are scheduled throughout the year in different months which were structured as Sections. 6 Custom fields were used: Creation stage, Approval stage, Website, Priority, Fee and Published. All fields are drop-down text fields except Published (yes/no) and Fee (number).

Using the Custom field “Website” a pie chart can be created effortlessly:

One incredible feature is to use Chart stacking, or in other words, present 2 variables in the same chart. In the case below, a horizontally stacked chart displaying the number of tasks by Section, and Creation stage.

Here are the settings:

Simply choose your custom field from the First level, or second level grouping criteria.

In the blog management workflow here are a number of interesting types of information that you can pull from the data, create a chart and export it to a PDF to bring to your upcoming meeting:

  • How many blog posts completed per month
  • Visually see where bottlenecks are by segmenting by Assignee
  • Rapid visual analysis over 1000s of tasks
  • Create charts from custom field data across projects
  • …and so much more

Since Bridge24 dynamically connects to your Asana account, your charts are not one-offs created by manual exports. Simply open Bridge24 and it is always using the most up-to-date data.