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.

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 create charts based on your top-level tasks or subtasks. Here’s an example Task List that contains both tasks and subtasks of an Asana project:

The rightmost column shows the item type: Task or Subtask.

With the charts that support grouping, such as pie chart or bar chart, you can group data by item type. This shows the distribution of your tasks and subtasks in your data:

Here’s an example bar chart, grouped by the item type:

Charts are clickable. You can click a bar to drill into the individual tasks.

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 editor, you can include or exclude subtasks using the item type filter:

Set filter

Clicking Set filter opens the filter modal. Select Item type from the filter options:

When you select Subtask, the chart is filtered accordingly.

Similarly, you can also filter by subtasks’ parents (top-level tasks):

Select filter conditions filtering issue

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