Task report can only include some pages and is too limited

[Kai Heckel]

Hi everyone,

so I recently created a dashboard to sum up tasks and other things that are relevant to my daily work.

I used the tool "task report" to summarize tasks that are scattered across the companies confluence. For this, there are (wtihin the task report) serval options that can be used to collect the tasks.

1) use a tag that is defined on the given confluence site.
2) select every page manually.

Now in reality there are major limitations leading to me not getting all the tasks I need.

1) The tag can only be used in combination with dedicated sites. So if I do not provide sites along with the tag, I will not get any tasks back.
2) The number of sites that I can select seems to be limited and there is also no proper search function.

Can anyone help with that?

Cheers,
Kai

[Marc -Devoteam-]

Hi @Kai Heckel 

I suspect you mean you have used  the macro "Task report"

insert-the-task-report-macro 

This is what it offers.

Yes, you do need to provide the spaces or pages where the macro needs to look. You don't have to provide additional settings if needed.

If this does not fulfil your needs, you have to look for 3rd party integrations.

Limitation of spaces apply to your permissions to spaces and their related pages.

[Kai Heckel]

Right, so when I provide spaces instead of individual sites, no tasks are found.
However, when I do the same thing in my own personal space it does sucessfully collect the tasks from subsites. 

[Marc -Devoteam-]

Hi @Kai Heckel 

First of all Confluence has spaces and spaces contain pages, not sites.

If non are found on spaces, that is because you don't have the correct permissions on those spaces and/or pages could have restrictions as well.

The task report macro does require you to have edit permissions on spaces and/or restricted pages in spaces.

This as on your personal space you have edit permissions, by default.

[Kai Heckel]

Hey @Marc -Devoteam- 

yes "sites" is more of my German 1:1 translatation, haha.
Ok so I will check with our admin and see if he can provide the adequate permissions to me, thanks. 
I'll let you know when it works.

[Arkadiusz Wroblewski]

Hi @Kai Heckel 

To add to what @Marc -Devoteam-  mentioned one thing that helps with the page selection limitation is to specify entire spaces in the macro rather than individual pages. When you set a space, the Task Report will pick up tasks from all pages within it, so you don't have to add pages one by one. That can significantly reduce the manual selection burden.

For the label approach, yes, you do need to pair it with a space or page scope, that's just how the macro works, it needs to know where to look before filtering by label.

If your tasks are genuinely scattered across many different spaces and you need a single consolidated view with no scope restrictions, that's unfortunately beyond what the native macro supports and you'd need a third-party app to fill that gap.

[Kai Heckel]

Thanks, I tried using the spaces itself but either the recursive search function does not work or there some admin limitation that prevents this. Is the latter possible?

[Arkadiusz Wroblewski]

@Kai Heckel 

@Marc -Devoteam-  He already gave a good answer there. Golden rule: if you can’t see something, it’s a permission issue in 90% of cases. So the first thing to check is whether you have the necessary permissions, at least view and edit access to the relevant spaces.

Klare Regel - Ohne Zulassung, kein eingang.