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Planview Customer Success Center

INN28 - User Tasks Report

Overview

Use this report during your Expert Review phase of the challenge to track who has been assigned tasks, which are outstanding and which have been completed. This can be run at any time. There are four worksheets included.

           

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INN28 example - Summary Worksheet

           

           

Business Outcomes

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Supporting Capabilities

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Report Detail

Summary worksheet

This gives the overview of tasks by person.

Fields included

Category

Last Name

Open Task Count

First Name

Task Type

Completed Task Count

 

Summary by Person worksheet

This report lists, by person, the number of tasks that are open and closed.

Fields included

Category

Last Name

Open Task Count

First Name

Task Type

Completed Task Count

 

Open Task Detail worksheet

This lists tasks that have been assigned but not completed.

Fields included

Category

Title

Date Created

First Name

Idea URL

Due Date

Last Name

Idea Stage

Description

Idea ID

Open Task Type

 

 

Completed Task Detail worksheet 

This lists the completed review, by individual score, for all ideas.

Fields included

Category

Title

Individual Review Rating

First Name

Idea URL

Overall Review Rating

Last Name

Idea Stage

Completed

Idea ID

Completed Task Type