By default, all tasks in a project sync back to the Tasks on the website. The Tasks Log allows you to filter and narrow the scope of the items you see, and generate a report based on the options you select. You can also run PDF reports for all the stamps punched on a single sheet from the sheet view (below).
Note: The ability to customize layouts and fields can only be done in the Tasks Log on our website at this time.
From the Tasks Log on the Website
From the Sheet on the Website
From the Sheet on the Mobile App
From the Tasks Log on Android
From the Tasks Log on Windows
From the Tasks Log on the Website:
You can run reports for all Tasks, or use our filters to narrow down the scope, or simply select specific items in the list to include in your report.
Running a Report of All Tasks
1. From the Tasks List, click “Export (All)"
2. Right after you click "Export All," you will have further options. Choose the preferred method of sort, and the corresponding order. Furthermore, you also have Layout options, and Task Detail options to include. Please see the images below.
Note: The ability to customize layouts and fields can only be done on the website at this time.
3. Don't forget to name your report, add a description if necessary, choose the file type, and click “Generate”.
Note: If you’d like to sort your Tasks Log view by ID, Status, Assignee, Location, simply click on the column title. Keep in mind this is for viewing purposes only, and won’t be reflected on the report. To Sort by column on the report, please refer to the previous section.
Running a Report for Selected Tasks
1. To run a report for specific Tasks, first select them in the Tasks list, and then click “Export(Selected)”.
2. Choose the preferred method of sorting, and the corresponding, as shown in step 2 here.
3. Name your report, add comments if necessary, choose the file type, and click “Generate”.
Using Filters to Create a Report
1. From the Tasks list, click on “Filters”.
2. Use these different options to bring up specific results. Choose from:
- Task ID #
- Keyword: such as title or description
- Sheet
- Due Date
- Assigned to: User that has been assigned to the Task.
- Watching
- Status: Open, In Review, Pending, Closed
- Stamp type
- Created by: The user that created the Task
- Location
- Date created
- Archived
Pro tip: Combine multiple filters, such as Sheet, stamp type, and created by to bring up specific results. For filters such as stamp type and status, feel free to select multiple of each. (E.g.: Open + In Review)
3. To clear your filters at any time, click Clear Filters.
4. When you are viewing the results desired, click “Export (Selected)”
5. Choose a sort type and a corresponding order, as well as other layout options, as shown in the generating steps above, linked here.
6. Name the report, add a description and comments if necessary, choose a file type, and then click “Generate”.
7. Once your report has generated, you can copy the shareable link to email out, download the report by clicking “Download Report”, or view it in the Tasks Reports log by clicking on "view all reports". (This will also show you your previously generated reports.)
8. When you click on "View all reports", you will be taken to the Tasks Reports log, listed from newest to oldest. Hover on top of the report you need to save it, share it (with a shareable link), or delete it.
Formats:
- A PDF report will include all of the Task information (sheet name, Task description, assignee, creator, etc), as well as all photos and an image of where the stamp occurs on the sheet.
- The CSV report will include all of the stamp information, and can be opened and edited in any spreadsheet application.
Delivery:
Click the "Save" button to download your report, "Share" to generate a shareable link that you can email out, and "Delete" to delete the report from your project.
From the Sheet on the Website:
1. To run a report of the stamps on a single sheet, open the sheet in sheet view and click "Export".
2. Next, tap "Tasks Report". The Task Report sends an email and a shareable link directly from PlanGrid. You are able to add a recipient in the "Email To" field prior to sending.
From the Sheet on the Mobile App:
1. When viewing a specific sheet, tap the export button in the upper right corner.
iOS Android
2. Choose "Export" and then "Task Packet" from the list of Share options.
iOS Android
The Task Packet sends an email and a shareable link directly from PlanGrid. You can edit the recipient and subject, and add a personal message before sending.
From the Tasks Log on Android:
Please note: This is only available on the Android mobile app at this time.
1. Open the project on your device, go to the bottom Tasks icon to get to the Tasks Log
2. To pull up specific items, tap the magnifying glass to search. You can search by Status, Location, Sheet, Assignee, and Task Number.
3. To customize the order of stamps as you see them in your reports, tap the Sort icon in the upper right corner. Your tasks can be sorted by Status, Location, Sheet, Assignee, and Task Number.
Please note: This is not a filter, this only controls how the items are sorted in the list. To narrow down the tasks you see, use the search options above.
4. To run a report with the filtered or searched results, tap the "Create Report" button. If any filters are on, it will be indicated by a number within the "Filters" button to the left. You can clear this if you would like to run a report for all items in your Tasks Log.
5. Next, you can edit the report name, choose a format (PDF or CSV), and add any additional comments about the report. When your report is ready, tap "Send Report". The report will generate and your email app will open, allowing you to send the report as a shareable link.
From the Tasks Log on Windows:
You can run reports from Tasks on your Windows device, use our filters to narrow down the scope, or simply select specific items in the list to include in your report.
Running a Report of All Tasks
1. Upon clicking the Tasks pane on the left, you can then click on "Share" at the top right.
2. Choose the file type, as well as the options to include Comments, Photos, and Layout. If you select XLSX, you can proceed to save.
If PDF is selected, the first page will ask if you would like to include Comments, Photos, and a Layout option pertaining to placing each Task.
The next page will give you an option of two different Template options to either have the report show 2 photos per row, or a condensed option for 3 photos per row. Lastly, you will have the option to add a logo before hitting "Save Report" at the bottom.
Running a Report for Selected Tasks
1. To run a report for specific Tasks, first select them in the Tasks list, and then click “Share"
2. Choose the preferred method of sorting, and the corresponding, as shown in step 2 here. Then you can proceed to save.
Using Filters to Create a Report
1. From the Tasks list, click on “Filter" at the top.
2. Use these different options to bring up specific results. Choose from:
- Date Created
- ID
- Sheet
- Created By
- Status
- Type
- Assigned to
- Watching
- Location
- Due Date
- Stamp
- List
- Has Schedule Impact
- Has Cost Impact
Pro tip: Combine multiple filters, such as Sheet, stamp type, and created by to bring up specific results. For filters such as stamp type and status, feel free to select multiple of each. (E.g.: Open + In Review)
3. To clear your filters at any time, click Clear Filters on the bottom.
4. When you are viewing the results desired, click “Share"
5. Choose the file type and proceed, as shown here.