I am trying to set up a dashboard widget that shows me the # or % of tasks in a given project that were completed on time (on or before their due date). Bonus points if I can also filter this by which staff member the task was assigned to.
Would love any pointers to help me do this. Thanks!
@Taylor_Uyehara It requires a bit of a setup, but I think it can be done.
Create the rules:
- Create a custom field, for instance: completed on time with values “yes” and “no”
- Create a rule that triggers on “task is overdue” and flips it to “no” (select to only run on tasks to allow to run this)
- Create a rule that triggers on “task completion status is changed” (status is changed to complete), check if: completed on time is empty, then: set completed on time to “yes”
Create chart:
I think creating a grouped bar chart with these settings should do it:
Personally I would advise against grouping by employees, as this might lead to “who’s done it” over “how to improve”
I would suggest an alternative that focuses the attention on the team’s performance over time: