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RTM for status report generation

nmj3e says:
Every Friday, I am required to send an email to my boss detailing my work for the past week. I have found RTM to be invaluable for creation of these weekly status reports. I have a Smart List called "Status Report" defined to search 'completedWithin:"one week of today" and location:Work'. This not only lets me see all of the things I have accomplished in the past week, but it also gives me an incentive to make sure all the things I am doing are tracked in RTM so that they get reflected in the status report.
Posted at 11:15am on May 26, 2009
tomvanbraeckel says:
Great tip !
Posted 15 years ago
aforementionedthoughts says:
That's a great idea!
Posted 15 years ago
jose.rojas says:
Great!
Posted 15 years ago
emily (Remember The Milk) says:
Hi nmj3e,

Thanks for sharing this tip!

Just wanted to let you know that your tip is this week's Tips & Tricks Tuesday winner.

We've upgraded your RTM account to have a free year of Pro. :)
Posted 15 years ago
(closed account) says:
I have created the smart list called "Status Reports" that shows the following" completedWithin:”1 week of today” but I get nothing in the list. Any ideas as to why this is?
Posted 15 years ago
leah.shalom Power Poster says:
nmj3e,

Do you share the list with your boss or do you print it? Do you use any special printing format?

Thanks for the great idea.

Leah
Posted 15 years ago
felixc says:
That is a phenomenal idea!
Posted 15 years ago
danwtmoon says:
My list is empty too :(

(and no that's not cos I haven't done anything :p)
Posted 15 years ago
russwinkler says:
Thanks. As I work in the Federal Gov't and at home a few times a week, I have to submit a report at the end of the week detailing my work. What you described sounds just what I need!
Posted 15 years ago
danny.broers says:
no luck here. The resulting list is empty.
Posted 15 years ago
raymond.bergmark Power Poster says:
You all get the wrong types of quotation marks when you copy the text. Use the keyboard instead and it will work perfectly.
Posted 15 years ago
benb says:
Great idea. I have a 6 monthly review, and this is going to be so much easier to see what I've been doing at work for the last 6 months.

Obviously you have to remember to put everything in, but you should be doing that anyway, right? :-)
Posted 15 years ago
synchromesh says:
If your search says completedWithin:"one week of saturday", then you can check the list mid-week without last week's tasks being included.

Similarly, completedWithin:"one month of end of month" will get all the tasks done this calendar month (give or take a day, perhaps - I can't test it because I haven't been using RTM for longer than a month!).

As a programmer, I'd vote for an additional, more complex query language with more functions and operators to allow more spreadsheet-like expressions for dates, ranges etc. But the current balance between complexity and power seems pretty nice to me, for what it does.
Posted 15 years ago
shahsumit says:
Great idea. Thanks.
This is awesome and now I can send out my weekly reports lot faster and be more productive.

It would be great if I can publish smart lists. In other words send a link to my boss and he can see what I completed in the last week, meaning no work for me ;)

RTM, Is this possible?

Posted 15 years ago
mikehayman says:
This is a great idea! Works perfect for me in regards to completed tasks.

Which brings me to my next idea/suggestion -- As a status report, I must also include a list of tasks that I've worked on that might not necessarily be complete -- say, for example, a task that may have multiple parts that might not get completed in the same week.

Is there any way to do that currently? Either by including tasks in the search that have notes updated within the last week, or by linking tasks together by dependency? (For the latter suggestion, i am talking about a main task<-subtask relationship).

The former would actually work better for my purposes -- the latter would have me creating (for example) up to 10 separate tasks for some things I do, when all I really need is a single task with notes under it. And that would kill RTM's usefulness for me. :(

Forgive me if I'm asking rudimentary questions -- I just found RTM a couple of days ago. (and, as you can tell by the little 'pro' icon, i already love it.)
Posted 15 years ago
andrewski (Remember The Milk) says:
Mike,
There's currently no way to search/display the modified date for tasks, but you can search/display the completed date for tasks, so if you were to add the separate tasks you'd have a status report at your disposal (with exactly the method nmj3e describes).

That is more or less derived from the idea (mentioned in GTD, among other methodologies) that you separate tasks into their individual components, so that a "project" is effectively a group of tasks. If you go that route, you could then collect a project's tasks via a smart list (that searches based on a tag, part of the tasks' names, etc.)

Hopefully it wouldn't kill the usefulness for you, but rather trade off the convenience of the number of tasks for the convenience of effortless status reports? :)

Hope this helps!
Posted 15 years ago
maciej.egermeier says:
The idea is good but what about tasks duration? The point is to sum up all task based on for example tag. This could be great tool to get know how much time project took.
Any solution?
Posted 14 years ago
paramaiah_vistawh says:
Hi everyone,
Can I create a report as per my requirement ?
I would require a report on all my Pending Tasks in tablular form like S.No | Pending Tasks | Status ..etc., something like this.
Pls guide.
Posted 4 months ago
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