Macro of the Month: Task Report

Posted in: Tracey's macro of the month, Uncategorised

Introduction

The Task List function in Confluence is useful in its basic form (as a 'tick box') but if it is used to its full extent (i.e. including a name and a deadline with each task) it can be used to help keep track of tasks and produce personalised reports.

Task Report is a macro that produces an up to date list of tasks (i.e. what is written after a Task List 'tick box') which can be filtered on a range of attributes, enabling you to quickly survey progress on single or multiple projects.

Application(s)

Task Report has the following function:

  • allows you to create a dynamic list of tasks from the spaces/pages of your choice, filtered by whether they are complete or incomplete, who they are assigned to, who created them, etc.

How to add Task Report

Firstly, make sure you have tasks recorded on Confluence, beginning with the Task List 'tick box' followed by the Confluence username of the person assigned the task, a brief description of the task and the deadline for the task, e.g. taskThen...

  • Place you cursor where you want the Task Report macro to appear
  • Click on Insert (in the tool bar above) then Other Macros from the drop-down menu
  • In the pop-up window, type task report into the search box
  • Set the variables up as you wish (say, whether you want to list tasks that are complete or incomplete)
  • Click Save

How to use Task Report

Task Report can help users monitor their own tasks across multiple spaces; allow project managers to survey progress across all aspects of a project; support managers monitoring the workload of individuals etc.

Additionally, recording tasks in this way (with the username and deadline) means that an email will go to the user mentioned to inform them that this task has been assigned to them and when it is due.

Posted in: Tracey's macro of the month, Uncategorised