Create charts using Asana subtasks

Create charts using Asana subtasks

Create charts using Asana subtasks

You can track the metrics of your Asana subtasks as you would track the metrics of your top-level tasks. Charts can be set to display information about your subtasks, top-level tasks, or both by setting a filter.

You can track the metrics of your Asana subtasks as you would track the metrics of your top-level tasks. Charts can be set to display information about your subtasks, top-level tasks, or both by setting a filter.

You can track the metrics of your Asana subtasks as you would track the metrics of your top-level tasks. Charts can be set to display information about your subtasks, top-level tasks, or both by setting a filter.

Importing subtasks

Here is an example of an Asana project that contains subtasks:

Asana project with subtasks

To import subtasks, proceed to Integrations in Screenful settings and add a new data source.

Add projects in data sources

In the next step, make sure to check the include subtasks checkbox.

Allow asana access

Importing subtasks

Here is an example of an Asana project that contains subtasks:

Asana project with subtasks

To import subtasks, proceed to Integrations in Screenful settings and add a new data source.

Add projects in data sources

In the next step, make sure to check the include subtasks checkbox.

Allow asana access

Creating charts from both tasks and subtasks

You can now use the newly connected project as a data source to track Asana’s subtasks in all Screenful charts. For example, here is a task list that contains both tasks and subtasks of an Asana project:

Tasks and subtasks from asana example

With the charts that support grouping, you can also group your data by item type. This can be helpful if you want to track the number of tasks and subtasks in your projects:

Subtask vs task chart example

Creating charts from both tasks and subtasks

You can now use the newly connected project as a data source to track Asana’s subtasks in all Screenful charts. For example, here is a task list that contains both tasks and subtasks of an Asana project:

Tasks and subtasks from asana example

With the charts that support grouping, you can also group your data by item type. This can be helpful if you want to track the number of tasks and subtasks in your projects:

Subtask vs task chart example

Rolling up values from subtasks

You can roll up values from subitems by selecting Parent as the row in the Table chart.

Select parent in rows

Now each row in the table corresponds to the top level task, and the metrics shown in columns are the summaries from the subtasks. For example, a column can show the total number of subtasks for a parent, the total number of completed subtasks, or the total work estimated vs actual etc.

Example edit chart

The columns are configurable, so you can roll up any of the available metrics from subtasks. The progress bar can be used to show the completion percentage of the subtasks. It can be added to the chart by applying a formula:

Applying a formulamodal

Here’s the final chart:

Final chart example

Rolling up values from subtasks

You can roll up values from subitems by selecting Parent as the row in the Table chart.

Select parent in rows

Now each row in the table corresponds to the top level task, and the metrics shown in columns are the summaries from the subtasks. For example, a column can show the total number of subtasks for a parent, the total number of completed subtasks, or the total work estimated vs actual etc.

Example edit chart

The columns are configurable, so you can roll up any of the available metrics from subtasks. The progress bar can be used to show the completion percentage of the subtasks. It can be added to the chart by applying a formula:

Applying a formulamodal

Here’s the final chart:

Final chart example

Filtering by subtasks

In the chart settings, you can include or exclude subtasks using the Item type filter:

Set filter edit chart

Clicking Set filter opens the filter modal:

Setting filter conditions

Similarly, you can also filter by subtasks’ parents (regular tasks):

Subitem filter condition

Filtering by subtasks

In the chart settings, you can include or exclude subtasks using the Item type filter:

Set filter edit chart

Clicking Set filter opens the filter modal:

Setting filter conditions

Similarly, you can also filter by subtasks’ parents (regular tasks):

Subitem filter condition