Macro for Tasklist

[Rochelle Lim]

Is there a macro in Confluence that would automatically add the checked (i.e. completed) vs unchecked (i.e. not completed) tasks in a checklist and tabulate them at the bottom of the page for a quick view of completed vs incomplete?

[Katerina Kovriga _Stiltsoft_]

Hi @Rochelle Lim ,

We can suggest using the Table Filter and Charts for Confluence app.

Here is the result that you can achieve with the help of the Pivot Table macro:

Insert two Task Report macros (one for complete tasks and one for incomplete ones because you can't get both at the same time) and wrap each macro in the Pivot Table macro:

The Pivot Table macro settings are intuitive and Excel-like:

Hope it helps.

[Sven Schatter _Lively Apps_]

Hi @Rochelle Lim,

I'm one of the developers of the Task Reminder for Confluence app. We know that Confluence is missing a lot of capabilities when it comes to creating reports on tasks. We are currently researching what capabilities are the most important and where and how these reports should be creatable and accessible.

I'd really like to hear more about your specific ideas and needs. If you'd like to tell me more, please send me an email to sven@livelyapps.com and we can discuss more details or maybe even schedule a call.

Cheers,
Sven

[Thomas Bowskill]

Hi @Rochelle Lim 

The Task Report macro works well for this. You have a "Task status" field that you can set to show incomplete, complete or both. You can set the scope to be based on pages, spaces, labels -- it's pretty flexible.

I have these on pages for minutes, with both sitting in an expand macro -- side-by-side in a two-column layout, so people can click to expand and see what has been completed and what it still due. 

Is that what you need?

[Rochelle Lim]

But does it keep a running count of completed and incomplete tasks?  We're trying to create a dashboard view across 20+ lists of the number of incomplete tasks and complete tasks without having to go in and manually count them.

[Bill Bailey]

Have you looked at the task-report-macro ? If will allow you to generate a filtered list of tasks.

[Rochelle Lim]

But does it keep a running count of completed and incomplete tasks?  We're trying to create a dashboard view across 20+ lists of the number of incomplete tasks and complete tasks without having to go in and manually count them.

[Bill Bailey]

Yeah, it doesn't do that. But you can use the report to pull lists of tasks from multiple pages.

The problem is you are on the cloud, so you are limited in your options: builtin function or third-party plugin.