行動項目報告摘要顯示在指定時間範圍內某一特定使用者以及 Enterprise 帳戶中所有使用者的評論與工作。

存取「行動項目」報告的方法：

  1. Select Analytics from the title bar.
  2. Select the Action Items filter in the left pane.
  3. 在清單中選擇特定的報告。

「行動項目」報告包括：

  • Action Items - Lists of all comments and general tasks assigned to the user.
  • Action Items Summary - A dashboard displaying a summary of all the comments and general tasks assigned in the enterprise.

「行動項目」儀表板的螢幕擷取畫面

儀表板上方是篩選器：

  • Created - The date, date range, or period of time in which to search
  • Created by - The name, user ID, or email of a specific user or users
  • Assignee - The email of the user to which the action item is assigned
  • State - The state of the action item: Open, Complete, Discarded
  • Type - Comment/General
  • Due -Yes/No - Indicating if the action item has a due date assigned
  • Project - The name of a project within the enterprise
  • 團隊 - Enterprise 帳戶中的團隊

Optionally, save the dashboard using the dropdown options at the top of the interface (above the dashboard filters):
Screenshot of the Save dashboard dropdown options in Account Analytics

統計資料下方是個別的報告，包括有：

  • Assignee - The email of the user to which the action item is assigned.
  • Name - The name given to the action item.
  • Description - The description of the action item.
  • Type - The type of the action item: General or Comment.
  • Created date - The date the action item was created.
  • Created by - The name, user ID, or email of the user who created the action item.
  • Due date - The date the action item is due to be completed.
  • Resolved date - The date the action item is resolved.
  • Part references - Any parts referenced by the action item.
  • Priority - The importance signified for the action item.

「行動項目摘要」中出現的儀表板顯示：

  • Tasks - The number of outstanding tasks
  • Open - The number of tasks with the state Open
  • Completed - The number of tasks with the state Completed
  • Overdue - The number of tasks with the state Overdue
  • Workload - The assignee names and their respective workload percent
  • Contributors - A table listing assignees and their respective Complete and Open task counts
  • Overdue items - A table listing overdue tasks, including name, description, due date, and assignee
  • Upcoming - A table listing upcoming tasks, including assignee, name, due date, and workload percent.

篩選器

Use the Filters control at the top left of the report to refine the report. See Controls available within dashboards for more information.

可使用下列的篩選器：

  • 已建立

  • 類型

  • 專案

Optionally, save the dashboard using the dropdown options at the top of the interface (above the dashboard filters):
Screenshot of the Save dashboard dropdown options in Account Analytics