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Cumulative flow charts
Flow charts are a way to understand the rate of task completion on a given taskboard. They reveal times when your team was especially productive or less productive - helping guide more efficient practices and procedures by making real-time results plain to see.
Staying agile requires Agile Analytics and this is why we provide Cumulative Flow Charts for each project. Talk is cheap! Getting things done is what counts. So our Flow Charts provide a simple yet powerful visual overview of your planned, in progress, and completed tasks so you can see at a glance how you’re doing on each project. And you can compare Flow Charts for all your projects to assess how you’re doing as a whole.
In the web application
- Select the channel for which you want to see a cumulative flow chart.
Click the Flow chart icon on the far-right side of the window. A cumulative flow chart with all tasks is displayed.
Printing a cumulative flow chart on the taskboard
Show a flow chart using the steps described above.
Select the three-dot menu in the upper-right corner of the chart.
Select the first drop-down option in the menu: Print.
Select your printer and then follow the usual steps for your printer.
Exporting a cumulative flow chart on the taskboard
Four different file formats are available when you export a flow chart: png, jpeg, pdf, and svg. To export in one of these formats:
- Show a flow chart using the steps described above.
- Select the three-dot menu icon in the upper-right corner of the chart.
- Select one of the four options for your export, such as Export pdf.
- Check your browser’s Download window to find the file.
To narrow your focus even more to just tasks that have been completed, you can use labels and goals, which in turn give you the ability to see Goal Burndown Charts, as described in the next topic.
In Slack
- Go to the channel where you want to see a flow chart.
- Type @workstreams report.
- Select the flow chart button below Reporting for this channel. A chart image with the cumulative flow chart for all tasks in the current channel displays.
- Click on the image to display an enlarged view of it.
Viewing a goal burndown chart
Burndown charts make progress on Goal completion transparent and attainable for everyone by creating an incentive to complete Goal-related tasks in a timely manner and by revealing when Goal-related tasks are stacking up.
Burndown Charts grant an instant overview of how many open tasks you currently have, and how many open tasks you’ve cleared off recently. The lower you keep your number of open tasks, the better your performance.
Goal burndown charts are used in conjunction with Goals - which are set up and defined using a label.
For example, let’s say you want to see any tasks you’ve set up that help with a Goal called "Reducing Expenses." Just set up a label named "reduce", and assign it to all tasks that are helping you get to the goal, such as "Purchase Office Supplies" on Sale in the Purchasing project, and "Cut Salary Offers by 25%" in the Hiring project. By assigning the "reduce" label, you can then set up a "Reduce Expenses" goal, which in turn, instantly lets you see the burndown chart for all tasks labeled with "reduce."
Another example can be seen below.
In the web application
- Click on Goals in the left-hand side navigation
- Click the Show Burndown Chart icon on the far-right side of the window for a specific goal that you want to look at, such as "Reduce Expenses". The chart displays.
Printing a goal burndown chart on the taskboard
Show a goal burndown chart using the steps described above.
Select the three-dot menu in the upper-right corner of the chart.
Select the first drop-down option in the menu: Print.
Select your printer and then follow the usual steps for your printer.
Exporting a goal burndown chart on the taskboard
Four different file formats are available when you export a goal burndown chart: png, jpeg, pdf, and svg. To export in one of these formats:
Show a burndown chart using the steps described above.
Select the three-dot menu in the upper-right corner of the chart.
Select one of the four options for your export, such as Export pdf.
Check your browser’s Download window to find the file.
In Slack
- Go to the channel where you want to see a flow chart.
- Type @workstreams report.
- Any goals you have set up for tasks in this channel are displayed as buttons. Select the button for a goal. For example, "Reduce Expenses."
- The Goal Burndown Chart for the goal you select displays.
- Click on the image to display an enlarged view of the chart.
Download your tasks in a CSV file
Having taskboards available as a CSV file prove valuable at times when the taskboard format is not accessible or ideal for certain external parties, or for when you need a spreadsheet for a particular collaborator.
Sometimes you want to fire up a spreadsheet and get to number-crunching. We get it. That's why we offer a simple tool for exporting all your tasks from a specific taskboard in a nifty CSV file. Here's how to do it:
In the web application
- Go to the channel from which you want to export the tasks.
- Click on the three-dot menu in the channel lane. It's located at the end, right next to the archive button.
- Select Download tasks as CSV.
- A download dialog appears. Select your location and rename the file if you fancy. That's it!