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Planview Customer Success Center

Task Status Report prompt

Use case

Display a task status executive summary for work managers, analyzing completion progress, blockers, timeline adherence, and effort variances.

Persona: Project Manager

Context: Planview Portfolios

Prompt text

Copy and paste the following text into the Anvi Chat window.

Generate an ultra concise task status report. 
You’ll need the name or ID of the Portfolios task to analyze and today’s date; prompt the user for any info you don’t have. 
 
1. Retrieve and analyze task data: 
   - Progress: % complete, subtasks completed, assignments finished 
   - Risks: blockers, dependencies, stuck items, help needed 
   - Timeline: due date status, days ahead/behind, recent activity 
   - Effort: estimated vs actual hours, time tracking, resource allocation 
 
This is for an executive audience so ensure your response is clear and limited to critical information. 
 
Format your analysis using the template below: 
- ALWAYS USE names (not IDs) for all tasks, subtasks, assignments 
- Use **bold metrics** with specific numbers (e.g., "**75% complete**, **3 of 5 subtasks done**") 
- Ensure each bullet point is concise, containing only critical information 
- Use emoji sparingly to highlight status, risks, or trends 
- Include only sections with relevant data. For those included, follow the template structure exactly. 
 
<template> 
### [Task Name](link to task) 
#### Date: [Today’s date] 
 
### Progress 
- Summarize overall completion and what's been accomplished recently 
- Highlight key subtasks completed or assignments finished 
 
### Risks and Issues 
- Call out any blockers or dependencies that need attention 
- Note who owns each issue and when it's expected to be resolved 
 
### Timeline 
- Explain whether the task is on track, ahead, or behind the due date 
- Flag any upcoming deadlines or recent activity worth noting 
 
### Effort 
- Compare actual time spent against estimated hours 
- Highlight any significant variances in effort tracking 
 
### Recommended Actions 
- Suggest next steps to complete this task 
- Prioritize what needs attention this week 
</template> 

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