How to Create a Report
The following instructions are based on the Report view, available for Placker users. To learn the basics of this mode, please refer to this article.
And to add the lead time to one of the widgets, it will be required to enter their edit mode, as described in this article.
Lead Time of Tasks on a Project
In Placker, you can easily create a report to analyze the lead time of tasks on a project. This means that you will have metrics that compare the start and end dates to see how long cards are taking to get completed.
By understanding the lead time, you can gain insights into task efficiency and identify any potential bottlenecks.
The image below shows the settings for the lead time. As you can see, it's possible to select what will be the lead time inputs.
Then, you will be able to create a single value widget that shows you the average lead time of certain cards, or, for a detailed analysis, create a table that compares dates and shows the exact Lead Time for each card, allowing the user to spot the ones that took longer than expected.
As a best practice, it is highly recommended to display only the cards that are relevant to the analysis that is going to be made on the report. For example, if you are checking the time on a specific process, filter to show only the cards related to this process using labels.
How to set up your board
There are the attributes that can be selected to count the lead time:
Create date (when the card was created)
Plan start date (the date set to start, or the Trello start date)
Actual start date (the date when the card is marked as started)
Plan end date (the date set to end, or the Trello due date)
Actual end date (the date when the card is marked as completed)
Custom date fields (you can create fields such as "Approval date")
It's recommended to select the option that makes more sense based on how your team keeps cards updated. Ensuring that these attributes are filled is also required for a reliable indicator.
For example, if you have the habit of adding the plan start date and update the due date when it's completed, the Lead Time could be the time between the Planned start and end dates.
Placker can automatically track actual times by tracking progress when the board is setup correctly. For more information on how to use the actual dates, please check this article.
Show the Lead Time in a Placker Report
Here's a step-by-step guide on how to create such a report:
Open a Report view (Click on the "Reports" tab in the menu).
Add a Single Value or Card Table widget.
Choose the "Lead Time" option as the Single Value's Widget type or as one of the selected columns in the Card Table.
Check if the Lead Times displayed make sense
If there are discrepancies, consider adding filters or sorting options based on your preferences.
Export or share the report with your team members or stakeholders if needed.
By following these steps, you can create a report in Placker to analyze the lead time of tasks on your project. This valuable insight can help you optimize your workflow and improve project efficiency.
Remember to regularly update and review your card dates so that the report reflects the most up-to-date data.
If you have any questions, reach out to us in the chat.