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Report Configuration

Automation

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Save Automation Run Now History

When this happens

  • Medaca - name & title
  • Medaca - name & title
  • Medaca - name & title
  • Medaca - name & title
Add Condition

Then do this

10-Oct-2024 10:20:30 PM Success

10-Oct-2024 06:20:30 PM Failed

Workflow Applied for:

Update
Name Modified Modified By

Section Name

New

Billing Project Files

New

Billing details.xlsx

10 Apr 2023 - 07:20PM

Krishna Kumar

Billing details.xlsx

10 Apr 2023 - 07:20PM

Krishna Kumar

Folder: Internal Files

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Requests		 Open
Requests		 Closed
Requests		 Status Last Edited Action

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Allow Access Internal Team/Users

Allow Access Organizations/Customer Users

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Project Details

Task Tracking Project

In-Progress

36% tasks are in progress status.

36

Due

14% tasks are due.

14

Overdue

18% tasks are overdue.

18

Done

32% tasks are successfully completed.

32

Project Overview

A snapshot of project productivity.

Project Priority

A graphical view of prioritization of tasks in the project.

Know your team

A graphical view of your team members with their roles.

Recent Activities

Recent activities of the owner and team members.

Project Setting

Customer Support

0 of 200 words

Krishna Kumar - 26-Mar-1988 5:00pm

Access to Users/Team
User Teams Roles Status Billing Rate/h Last Activity Action
GE

Garima Banwala

garima.banwala@kdatascience.com
Account Admin

Active

 10-Jun-2023 3:30am
GE

Garima Banwala

garima.banwala@kdatascience.com
Company Admin

Active

 10-Jun-2023 3:30am
GE

Garima Banwala

garima.banwala@kdatascience.com
Workspace Admin

Active

 10-Jun-2023 3:30am Revoke Access
GE

Garima Banwala

garima.banwala@kdatascience.com
Team3/Team5 Project Manager/Member

Active

 10-Jun-2023 3:30am Revoke Access
GE

Garima Banwala

garima.banwala@kdatascience.com
Team/Team2/Team3 Member/Guest/Custom Role

Active

 10-Jun-2023 3:30am Revoke Access
GE

Garima Banwala

garima.banwala@kdatascience.com
Team3 Guest

Active

 10-Jun-2023 3:30am Revoke Access
GE

Garima Banwala

garima.banwala@kdatascience.com
Custom limited Member

Active

 10-Jun-2023 3:30am Revoke Access
Add Organization Access to Customer Users

Edit Organization

Remove Customer Portal Access

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Remove Organization

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Page Design View ()

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Description Fields

Context Fields

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Add Organization Access to Customer Users

Edit Organization

Remove Customer Portal Access

Are you sure. Do you want to remove this user customer portal access?

Remove Organization

Are you sure. Do you want to remove this organization?

Save workflow for selected workitem types

Changes to this workflow will apply to the workitem types selected.

If you create an additional workflow, you won’t be able to add, edit, or reorder columns directly on your board. Instead, go to Project Settings > Board.

Select the workitem types you want to copy this workflow to:

For Transition

For this field


Check if it


Add a to-do status

Statuses capture the stages of your working process. in a to-do status represent work that hasn't started yet.

Add more to-do statuses to represent different stages in your team's planning process. for example "planned" or "estimated".

Search for to do statuses or create a new one.

Move records to new statuses

You may have records in statuses that aren’t in your updated workflow. To prevent errors, let’s move those record to new statuses. This won’t trigger any rules. Learn more about moving records to new statuses.

By default, move records to these statuses

Current status

IN PROGRESS

New status

Add Exception
Remove exception

Add an in-progress status

Statuses capture the stages of your working process. Records in an in-progress status represent ongoing work.

Add more in-progress statuses to represent different stages in your team's development process. for example "in code review" or "in staging".

Search for in-progress statuses or create a new one.

Add an in-progress status

Add a done status

Statuses capture the stages of your working process. in a done status represent completed work.

Add more done statuses to sort and report on how people completed the work. for example "released" or "abandoned".

Search for done statuses or create a new one.

Create transition

Transition connect statuses. They represent actions people take to move records through your wrokflow. They also appear as drop zones when people move cards across your project's board.

From status

To status

Name

Tip:Name your transition as an action people take to move record, like "start work" or "merge".

Add rule

Transition Properties

You can use propeerties to put restrictions on transitions.

Key
Value
Add new property
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Summary Analysis

status overview

Status wise analysis for the project.

category overview

Status category wise(TO-DO, IN-PROGRESS, DONE) analysis for the project.

Priority breakdown

Priority wise analysis for the project.

Due/Overdue

Due/Overdue analysis for the all open workitem records.

Workitem Records Analysis

Average Age Overview

Shows the average age of unresolved Workitem Records for a project or filter. This helps you see whether your backlog is being kept up to date.

Created vs. Resolved Workitem Records

Maps created Workitem Records versus resolved Workitem Records over a period of time. This can help you understand whether your overall backlog is growing or shrinking.

Recently Created Workitem Records

Shows the number of Workitem Records created over a period of time for a project/filter, and how many were resolved. This helps you understand if your team is keeping up with incoming work.

Resolution Time Overview

Shows the length of time taken to resolve a set of workitem records for a project/filter. This helps you identify trends and incidents that you can investigate further

Time Since Workitem Records

For a date field and project/filter, maps the workitem records against the date that the field was set. This can help you track how many Workitem Records were created, updated, etc, over a period of time.

Forecast & Management

User Workload Overview

Shows the time estimates for all unresolved workitem records assigned to a user across projects. This helps you understand the user's workload better.

Version Workload Overview

Shows the time estimates for all unresolved workitem records assigned to a version, broken down by user and workitem records. This helps you understand the remaining work for the version.