You can easily see your Work items across different date ranges using the Date Range Selector.
Click play for a quick video guide! ✨
The Date Range Selector is across the top of the Workboard, the Team Overview page and the Work Overview page.
The Date Range will default to Dynamic > This Month. You can change the period by clicking on the categories in the date range selector on the dropdown arrow setting. The traffic light system will indicate if there are items that need action.
Green means your items are all up to date.
Red means some items need to be actioned.
You can also change the period by using the drop-down bar. You can view by All, Day, Week, Month, Quarter, Year, Financial Quarter, Financial Year, Dynamic or Custom period.
Reporting Period changes what date the work items are ordered by.
Reporting Period will sort by the Start Date of all work items.
Created Date will sort by the Creation Date of all work items.
Work Due will sort by the Due Date of all work items.
Completed Date will sort by the Completed Date of all work items.
The Start Date column and the Due Date column are in the work items list. You can sort all work items by clicking on the two arrows to the right of Start or Due.
The Completed Date will apply the completed filter to the Workboard items.
The Tick icon will be highlighted in the menu on the header and the filters along the top will show Completed.
All items that have been completed within the Date Range you have selected will be on the Work list. e.g. Looking at work completed today.
