🔧 Overview:
- The video showcases a project management setup in a task-tracking system.
- Each task includes attributes like resolver, status, priority, timeline, and effort tracking.
📊 Key Effort Columns:
- Effort Planned
- Effort Spent
- Effort Spent Log
👤 Personal Filtering:
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The view is filtered to show only the tasks assigned to the logged-in user.
⏱ Logging Effort:
- Users can log hours spent directly into the Effort Spent Log.
- When effort is logged:
- A workflow triggers.
- It creates a sub-item including:
- User’s name
- Logged date
- Effort spent
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Only assigned users have permission to log effort for their tasks.
📅 Date Customization:
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Users can change the log date (e.g., to retroactively log hours on March 31st).
📈 Timesheet Dashboard:
- A centralized dashboard aggregates data:
- Filters effort logs by the current logged-in user.
- Displays reports for monthly, quarterly, and yearly periods.
⚙️ Workflow Logic:
- Trigger: When ‘Effort Spent Log’ column is updated
- Condition: If the value is greater than 0
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Action: Retrieve task data and create a sub-item with effort details.
- 📣 Final Note:
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