Traffic light style report

dashboard

#1

Good Morning All,

We are evaluating Asana and liking it so far.

One of the things the team have asked me to look into is the option of creating a traffic light style report showing tasks with a red marker for overdue, amber coming due and green for future dated.

I’ve looked around the various add-ons and I’m not seeing a way of doing this yet. Can anyone recommend a way they have achieved this?

Thanks!


#2

This is easy to do by having a custom field if you have premium addition. If you want it on every task it would be an advance search, multiple task select and then set your light.


#3

Yup! Custom fields are perfect for this if you and your team want to mark something’s status. See instructions and demos in this Asana blog post https://blog.asana.com/2016/07/custom-fields-beta/.

You’ll also probably enjoy Asana’s automatic settings for upcoming, today, and overdue tasks. A task’s due date is automatically colored grey for upcoming, green for due today, and red if it’s overdue.


#4

Sounds great and the ‘traffic lights’ (red, amber, green) could automatically change based on due date ?


#5

Ignore that. It sounds like the grey, green, red would work. Awesome. Thanks.


#6

Could something similar be done at project level? With a project being highlighted the same colours automatically if it contains overdue tasks?


#7

@john.macpherson I’m not 100% certain, but I bet it’s something you could investigate with the API. Although, I bet that could get pretty out of hand. :stuck_out_tongue_winking_eye:


#8

I just thought I would post back that this worked great for me thank you.

Going to look into the automatic status updates for the projects on the dashboard at a later date but that would be awesome.


#9

Apologies, but just one other quick question.

I see the custom fields appear in the individual project list which is ace but is there any way of getting 1 or 3 custom fields to appear on the MY TASKS list?

It would be great to have that visual without having to search (which is no biggie)


#10

Hi John. So happy to hear that this has worked for you! There’s nothing like hearing that you’ve been able to help someone. :blush: Regarding your follow up question, custom fields do not appear in My Tasks at this time. One workaround for that is to create a personal work tracking project that you use in addition to My Tasks. Hope this helps!


#11

@Alexis, is this a feature Asana is working on or is it not on the roadmap?


#12

@Dan_Olson Some bigger initiatives have been prioritized ahead of custom fields in My Tasks. You might be interested in knowing these key initiatives we’re working on:


#13

Thanks, @Alexis! That was very informative. It’s nice to see Asana truly listening to ideas/concerns (as well as praises!).


#14

That’s very nice of you to say! Thanks @Dan_Olson.