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Completed

Need to Export Comments in Reporting, Each Comment for Each Task Please

Creative 3 years ago in Feature Requests / Reporting • updated by SSC 4 months ago 35

We add comments for each time we bill time to a task on any given project. We need to be able to export/report each comment on each task for each project. Currently we're unable to export/report comments on tasks... Please update reporting to accommodate.

Answer

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Answer
Completed

Hi all.  We have now included Task Comments in the Task Overview export.  


One thing to note: the comment history is capped at 30 days.  So any comments older than 30 days will be not be included in the export.

Cheers,

Ryan

We very much need this functionality also please. To be able to download a report and see the comments associated with each task would be very useful.

I agree. This would be a great feature

This would be very much needed for us as well. Ultimately it would be helpful to be able to select which fields are exported to take some out as well.

Agreed! We'd love to use this as additional notes on the status of a task. It would also be helpful to have something similar at the workspace level.

 Please add this functionality. I am currently exploring Redbooth as a possible solution for our design office (and so far it’s quite excellent) but without being able to run a report for our managers that includes project notes not just a projects current status, I know it won’t get approved as a tool.

This is a key feature for reporting out project activity with up to date activity around incomplete/ongoing tasks. Is this planned into the product development any time soon?

Gathering feedback

Hi Everyone,


Sounds like we have a symptom of a real problem.  Can a few of you elaborate on why you need to export OUT of Redbooth for project status/reports, and what the Redbooth product could do for you so that you don't have to export?


Thank you,

Ryan

For me, I have a senior manager to whom we send a weekly update/report on all design projects in the shop. Currently, the updates are captured in and provided as an Excel spreadsheet. As cumbersome as that process is, the spreadsheet is able to display all updates from the previous week in a single report without my manager having to sort through individual projects to see what notes or comments have been added.


As Redbooth exists now, I can create a report that includes the current status of a project by changing it from one task list to another (e.g. from “In development” to “With client for approval”). However, it doesn’t allow me to generate a report that includes any changes made in the description area or any recent comments that were added.

Hi Stephen,


Thanks for contribution here.  I understand then that the comment additions here would be important for your status updates. Even if we improved the experience in Redbooth, would your Senior Manager still prefer the Excel method?

Hi Ryan,


Thanks for the reply!


Not necessarily. Excel is what she’s used to right now but she’s completely open to another solution if it works better for us (i.e. Redbooth) as long as it will still meet her needs.


Cheers.

I work at an investment company and we are regulated by several governing bodies.  If needed, it would be very helpful to be able to export comments for their review.

Hi Dylan,


Sounds like export is more important for your team than providing it in Redbooth.  Have you needed to export comments for the governing bodies yet? Thanks for your contribution to the thread, very interesting.


Ryan

We have not, thankfully, but it would be great to be ready if we ever had to

We are in dire need of being able to download the comments in the Excel function.  This is important in reporting while manipulating the export.

Gathering feedback

Hi everyone,


Thanks for continuing to provide feedback here.  I am reviewing how best to export comments because it get messy when there are many comments.  Some tasks have hundreds of comments.


A few clarifying questions: 

- Are you expecting one of the columns containing all of the comments for a given task?  This could function the same way as subtasks field, each subtask separated by a row but all within one cell.   

 

- Would you also expect that the comment author is included as well in the comment?


- Are you downloading from the workspace view, or from specific reports?


- Anything else I am not considering?


Best,

Ryan

Hi Ryan,


To answer your questions:

  • My situation is almost exactly the same as rspiller’s comment below. For our team, having a dedicated column to display the just most recent comment for each project on the report page would be ideal as it provides a more detailed snapshot of a projects current status (e.g., Status: Active // Tasklist: With Client // Latest Comment: Third draft of English mockup sent to client for review on February 7, 2018. Still awaiting French translation.).
  • I can’t see us really needing the author of the comments captured in the report—the report already captures who is assigned to the project. Too many names displayed might get confusing. That said, perhaps if the comments were timestamped with the author’s initials might work (i.e., Latest Comment: Third draft of English mockup sent to client for review. Still awaiting French translation. – SC, Feb 7, 2018).
  • I had been only thinking about exporting from the Task overview Report page, but having it available for export from both would be handy.
  • Not that I can think of offhand.

Thanks, Ryan! :)


-Stephen

+1

Thanks for looking into this, Ryan!


I can understand how exporting all comments would present a challenge, especially if some tasks have hundreds! From my standpoint, I'm most interested in the most recent comment on each task. This should allow for the exported report to better serve as a status report.


Our management is interested in looking at a weekly status of all projects. They need a topline report, without all of the details available within Redbooth. The ability to quickly review the overall number and types of projects impacting our department, with the opportunity to understand the status of each, would be valuable. We would plan to export all workspaces and the tasks contained within to help provide that status. Also, great idea about including the comment author! That would be helpful context.


-Ryan

So I may be the outlier here.


- We are not going to be exporting comments daily.  This would more likely be a weekly, monthly, or ad-hoc timing structure.

- We would need the author of the comment as having a comment with no author seems to have no purpose (in my eyes)

- Whatever way is available to download


Thanks!

Completed

Hi everyone,

This is now live, can you take a look and see if the commenting works for you?  A few things to note:


- Exported comments include text, name, and timestamp

- We updated a few header and field entries


- We capped the comments export at 30 days

- We included a message stating this :[Redbooth exports 30 days of task comments] which will appear if there are comments older than 30 days.


Thanks,

Ryan

+1

What are the steps to do this?  Thanks

In the Workspace view, click Options > Download as .csv.


Ryan

I tried exporting from both the workspace’s “task view” and the reporting “task overview” but don’t see where comments are exported.

Comments are listed after the Subtasks in Workspace .csv export , and are the very last column in the .xls. export.

Ah, I see it now. It was, as Heather wrote, human error here as well. We have one project with more than a screen-width of subtasks and Excel kept jumping right past the comments column. Thanks!


Now that I see it though, will it be possible to exclude that :[Redbooth exports 30 days of task comments] message at some point? It makes that column look way noisier/busier than it needs to be. And at a quick glance that message makes it look like some stalled projects have recent comments. I can’t speak for everyone else, but I’d rather the message not be in that field.


Could it be in the header or something? Perhaps like “Comments from last 30 Days” or “Recent Comments”? I’m not sure that there’s an elegant solution that would satisfy everyone’s preferences but I would likely end up stripping out all occurrences of that message before sending off the report.

+1
Gathering feedback

Hi Stephen,


Yes, I agree with that point.  We can update the report to remove the disclaimer and move to the header instead.


Thanks,

Ryan

It looks like there are some bugs that need to be worked out. I exported an XLSX file and the column for comments on the Tasks worksheet is grayed out but the comments appear on the Archived tasks worksheet.

Hi Heather,

I am not seeing the same thing.  Can you send a screenshot?

Ack, disregard, Ryan. user error. It is working both as xls and csv download. Sorry!

No problem at all.  Thanks for clarifying! 

Thanks for pushing this forward. I'm able to see the comments on the exports from the Workspace views, which has been helpful. Some of our team's comments are really long, which throws the formatting off, but we can easily (and will gladly) adjust. 


Apologies if I missed this earlier in the conversation, but I was hoping to also see these comments exported on the "Task Overview" report from the "Reports" dropdown (rather than having to download a report from each individual workspaces). I'm hoping that with the functionality we're now seeing, adding it to that additional report won't be challenging. That's the view that our team uses most frequently. 


Thanks again!

-Ryan

+1
Planned

We will continue this project by adding comments to the Task Overview report.

Any idea on an ETA?

Hi Lisa, 

Within the next 2-3 weeks would be a fair estimate.

Ryan



+1
Answer
Completed

Hi all.  We have now included Task Comments in the Task Overview export.  


One thing to note: the comment history is capped at 30 days.  So any comments older than 30 days will be not be included in the export.

Cheers,

Ryan

Awesome! Thanks, Ryan and team! :D