Task Report Macro - completed tasks in last X period

Chris Davies June 28, 2024

We use the task report macro in many areas. From departmental meetings all the way through to senior management meetings. Most teams meeting agendas have a page, and within it is a task report macro which shows all open action points. This works flawlessly. There are also options to create a task report to show completed items. The configuration options allow to show items 'created after' date, however there is a significant limitation in that there are no options to filter when they were completed by.

Over time a significant number of tasks are completed by users, and it would be a very welcome addition to be able to create a task report that only shows tasks completed in the last X period. Most teams meetings recur weekly, so being able to show in these meetings all tasks completed in the last week would be highly beneficial.

Because of these limitations, users often don't mark tasks as complete until the meeting, or if they do mark them as complete, the fall out of sight so tracking the efforts made in the last week and the tasks that have been completed is not as convenient or as easy compared to showing all open items. The only current option is to include a task report macro showing all-time completed items. Although you can add a completedon column, the sorting of this field is inconsistent and rarely works.

Are there are any options that I have missed or feature requests already logged to provide this functionality? 

Being able to filter similar the task report with something like: completedon >= -1w, similar to how both Jira Software and Jira Service Management areas work would be perfect.

1 answer

1 accepted

3 votes
Answer accepted
Stiltsoft support
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
June 28, 2024

Hi @Chris Davies ,

The Table Filter, Charts & Spreadsheets for Confluence app (it's the app that we develop) is compatible with tabular macros.

So, you'll be able to wrap the Task Report macro in the Table Filter macro and filter your report by the Due Date (including -1d, -1w, -1m variables).

Chris Davies June 28, 2024

Thanks for your suggestion, but I am not looking to filter by due date.

Does your app allow to filter tasks by 'completedate'?

Stiltsoft support
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
June 28, 2024

If you add completedate to the Columns to display list of the Task Report, then yes.

The macro is just a filter that works like a filter in Excel: if the column is present in the source table (manually created or macro generated), then it can be filtered.

Like Chris Davies likes this
Chris Davies June 28, 2024

Thank you.

Funnily enough we already use your application. I've now gone through all our various spaces that contain meeting agendas, and have successfully managed to achieve what I've been after for a couple of years now. It works flawlessly.

Thank you for taking the time to reply to my post and providing the solution.

Like Stiltsoft support likes this
Stiltsoft support
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
June 28, 2024

Glad it works for you!

We can also suggest booking a live call with our team - maybe you have any other cases with tables, then we'll be able to discuss them and hopefully provide a solution. Or it may be just a general demo of the main features of the app.

Suggest an answer

Log in or Sign up to answer
DEPLOYMENT TYPE
CLOUD
PRODUCT PLAN
PREMIUM
PERMISSIONS LEVEL
Product Admin
TAGS
AUG Leaders

Atlassian Community Events