Your Bridge24 account comes with lots of interesting and powerful features that you may not be aware of. Recently we updated the Calendar view with the unique ability to display different dates on the calendar (not just Due date).
Many users make use of the Calendar view to get a quick glance at how their tasks are dispersed through time. Prior to the recent changes, only the due date was viewable. Now, select other dates and ranges to view, such as Created At and Last Updated At. This can provide valuable insight at a glance.
A use case may be to filter by User and see all tasks that have been “Last Updated” recently by that User. Or, if you have a ticketing project, you can use “Created At” date to view the spread of ticket creation throughout the month.
Bridge24 provides a powerful reporting capability for Asana, Basecamp, Trello, and AceProject. We now have added the ability to use share your Searches for other users in your Bridge24 account to access and use.
Each Bridge24 account comes with 5 users for you and your colleagues to use to create great reports and other representations of your data. Many users create a lot of Searches, and when they add another user, there has been keen interest in the ability to share those searches with the other users. As of today, this is now possible!
Setting up Search parameters can take time, and some users create a lot of Searches. When a new user joins their Bridge24 account it may take a lot of energy to recreate those searches for the new user to create/access the same search parameters. The same Searches are usually used by multiple users so that they can display/create similar reports, charts, or exports.
Bridge24 provides a powerful reporting capability for Asana, Basecamp, Trello, and AceProject. We now have added the ability to use advanced multi-field, multi-criteria filtering. Set date ranges and relative selects on all date fields, include/exclude values on text fields, and more!
Accessing advanced filters
The terminology and process have been modified slightly for filtering. The first step is to create your “Search” (or query) to retrieve the active dataset that you will want to filter. The Search is done on the left panel usually through a Custom search to retrieve multiple projects (including completed information) and displayed in the grid.
A new Filter drop-down is available in the header area and can be used in all views (Grid, Calendar, Charts). Use the “+” to add and name a new filter and set parameters. Filtering is available on all columns including custom field dates and values for Asana and Trello users.
A report provides a structured and formated way to view your cards, tasks or to-dos. You can Group your report to easily segment the information into categories down to 2 levels. We have now released the possibility to tally up the information in your fields to each grouped level as well as other operations! Those needing reports using Custom fields in Trello or Asana across boards and projects should be happy with this latest enhancement.
Subtotals for reports
When a field is populated by numeric values, you can now add the ability to view summary information at the bottom, including the sum. This can be used, for example, in a field displaying expenses. The expenses can be summed for each group level, and as well, have a final total. In the example below, the report is grouped by Assignee, and 2 Custom fields from Asana called Budget and Time are added, with sums for each group, and a Total at the bottom.
Many of you are required to start making year-end reports based on data that resides within Asana and Trello. Bridge24 should be part of your solution to create useful data products such as structured reports, and visual charts. Especially now, given that both support the use of custom fields!
Use Custom Fields to Create Dynamic Charts
Custom fields are a widely used feature within Asana and Trello since they allow you to add fields for your specific workflow. There are so many ways to use them, such as: adding a field to categorize your product, a status field for a special sign-off procedure, a version field for a release, a yes/no for any required action, etc. After all this data has been entered, how can you easily draw useful information to create summaries, or to see trends?
Bridge24 released the ability to use custom fields for grouping in Reports several months ago. Since last week, custom fields can now be used to generate dynamic […]
Being a business owner is stressful, whether you’re out in the field or sitting behind a desk.
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Asana is an excellent platform that condenses your company’s workload and projects into one space where you can communicate, manage, and track important tasks and take control of multiple things, like individual workloads. Asana has plenty of features that help you increase productivity across the board.
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Trello is already well known in many circles as a great productive tool used by professionals all over the world. The Trello platform allows you to keep track of tasks by using small cards. In fact, these cards are at the very heart of Trello’s key value proposition. Now WordPress site owners for the sake of keeping track of the user-submitted forms can use Trello Cards right within their website.
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Here we are going to show the detailed steps about doing this. But before that let us spare some words on the value proposition of […]
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What is Trello?
Trello is a top-rated project management platform that allows individuals and teams to organize and track their projects seamlessly. It has a simple and intuitive interface that allows its users to accomplish work in an easy and fun way. It’s a highly visual tool, and in one glance, you can tell what’s being worked on, who’s responsible for what, and where […]
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Trello is a top-rated project management tool inspired by the Kanban system. It resembles a digital whiteboard with items that can be moved around the board. Its basic components are the board, lists, and cards. Boards can represent a project or a team, lists represent a phase of the project, and cards represent tasks. Trello is flexible and allows […]
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Below are some Trello Power-Ups for file management.
1. Google Drive
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