Welcome to Onethread
  • Onethread User Guide
  • 1. Introduction of Onethread
    • 1.1 Why should you choose Onethread?
    • 1.2 Who is it for?
    • 1.3 What are the benefits?
    • 1.4 How does it differentiate itself from others?
    • 1.5 What is the impact on the local & global markets?
    • 1.6 Hierarchy of Onethread
  • 2. Uses and Benefits
    • 2.1 Learn more about Onethread
    • 2.2 Installation from Web Browser & App
    • 2.3 Benefits
    • 2.4 Plans & Pricing
  • 3. Getting Started
    • 3.1 Sign Up
    • 3.2 Log in
    • 3.3 Accessing the Main Interface
  • 4. Managing Company
    • 4.1 Add new Company
    • 4.2 Employee Directory
      • 4.2.1 Colleague
        • 4.2.1.1 Add People as Colleagues
        • 4.2.1.2 Invite to Join a Company
        • 4.2.1.3 Remove colleagues from a company
        • 4.2.1.4 Change Role for Colleagues
      • 4.2.2 Department
        • 4.2.2.1 Create Department
        • 4.2.2.2 Add colleagues to a department
        • 4.2.2.3 Edit a Department
        • 4.2.2.4 Remove colleagues from a department
        • 4.2.2.5 Delete a department
    • 4.3 Setting Up Company Profile
      • 4.3.1 Set Up Company Profile Picture
      • 4.3.2 Change Company profile picture
      • 4.3.3 Set up Descriptive Information
      • 4.3.4 Edit Company Basic Information
    • 4.4 Vendor Management
      • 4.4.1 Add Vendor to a Company
      • 4.4.2 Remove Vendor From a Company
      • 4.4.3 Add Vendors to a Project
    • 4.5 Timesheet
    • 4.6 Report
      • 4.6.1 View Report
      • 4.6.2 Create Report
      • 4.6.3 Add Contents to a Report
      • 4.6.4 Function of Contents
      • 4.6.5 Report Templates
      • 4.6.6 Delete Report
      • 4.6.7 Export Report
    • 4.7 Company Settings
      • 4.7.1 Edit Company Name
      • 4.7.2 Template Configuration
      • 4.7.3 Role & Permission in a Company
        • 4.7.3.1 Add/Create New Role in a Company
        • 4.7.3.2 Update Feature Access Permission for Roles
      • 4.7.4 Subscription & Billing
        • 4.7.4.1 View the current subscription plan
        • 4.7.4.2 View payment due date
        • 4.7.4.3 Renew plan
        • 4.7.4.4 Upgrade Plan
        • 4.7.4.5 View invoices & payment history
      • 4.7.5 Delete a company
  • 5. Managing Project
    • 5.1 Create a Project
    • 5.2 Project Dashboard
      • Create Item in a Project
      • Active Item
        • Item Action Button
        • Project Item Export
      • 7.1 Different Views for Item
        • 7.1.1 List View
          • 7.1.1.1 List View Action Buttons
        • 7.1.2 Board View
          • 7.1.2.1 Add status from Board view
          • 7.1.2.2 Edit status from Board view
          • 7.1.2.3 Delete status from Board view
          • Assignee wise Board View
          • 7.1.2.4 Board View Action Buttons
        • 7.1.3 Calendar View
        • 7.1.4 Gantt Chart View
      • 5.8 Project Workflow
        • 5.8.1 Create a Workflow
        • 5.8.2 Delete a Workflow
      • 5.5 Discussion Room
        • 5.5.1 Create Discussion Room
        • 5.5.2 Add Teammates to a Discussion Room
        • 5.5.3 Update Discussion Room Name
        • 5.5.4 Delete a Discussion room
      • 5.4 Sprint
        • 5.4.1 Create a Sprint
        • 5.4.2 Add Task to a Sprint
        • 5.4.3 Create Tasks in Sprint
        • 5.4.4 Remove Task from a Sprint
        • 5.4.5 Edit a Sprint
        • 5.4.6 Start a Sprint
        • 5.4.7 Add/ Create/ Remove Task in ongoing Sprint
        • 5.4.8 End a Sprint
        • 5.4.9 Sprint Overview
        • 5.4.10 Sprint report
        • 5.4.11 Delete a Sprint
      • 5.2 Add Teammates to a Project
        • 5.2.1 Add Teammates from “+ Add Teammates” button
        • 5.2.2 Add Teammates from “+ Add Department” button
      • 5.6 Wiki
        • 5.6.1 Create a Document
        • 5.6.2 Edit a Document
      • Project Vendors
      • 5.7 Project Configuration
        • 5.7.1 Add Delay Reason
        • 5.7.2 Edit Delay Reason
        • 5.7.3 Delete Delay Reason
      • 5.9 Role & Permission in a Project
        • 5.9.1 Add/Create New Role in a Project
        • 5.9.2 Update Feature Access Permission for Roles
      • Project Progress Bar
    • 5.3 Project Action Buttons
      • 5.3.1 Edit a project
      • 5.3.2 Archive a project
      • 5.3.3 Unarchive a project
      • 5.3.4 Clone a Project
      • 5.3.5 Delete a Project
    • 5.4 Stakeholder
      • Create a Stakeholder
      • Edit a Stakeholder
      • Delete Stakeholder
  • 6. Managing Items
    • 6.1 Phases
      • 6.1.1 Create a Phase
      • 6.1.2 Phase Modal/Activity Page Manage
        • See the Phase ID, creator's name, and Phase Creation Time
        • Edit/Update the Phase Name
        • Provide Start & Due Date to a Phase
        • Change Phase Priority
        • Phase Assignee
          • Add Assignee to a Phase
          • Remove Assignee from a Phase
        • Change Phase Status
        • Set Reminder for a Phase
        • Write a Description for a Phase
        • Add Issues to a Phase
        • Remove Issues from a Phase
        • Add Dependency Task to a Phase
        • Remove Dependency Task from a Phase
        • Subtask in Phase Item
          • Create Subtask in a Phase
          • Set Information for a Phase Subtask
          • Attach/Upload Files to a Phase Subtask
          • Remove Files from a Phase Subtask
        • Submit a Phase/Subtask for Review
        • Feedback Loop for a Phase
          • Comment on a Phase
          • Reply in a comment on a Phase
        • Copy Public URL for Phase
        • Phase Progress Bar
    • 6.2 Milestones
      • 6.2.1 Create a Milestone
      • 6.2.2 Milestone Modal/Activity Page Manage
      • 6.2.3 Add Milestone to a Phase
    • 6.3 Tasks
      • 6.3.1 Create a Task
      • 6.3.2 Task Modal/Activity Page Manage
        • 6.2.1 See the task ID, creator's name, and task creation time
        • 6.2.2 Edit/update the task name
        • 6.2.3 Provide Start & Due Date to a Task
        • 6.2.4 Task Assignee
          • 6.2.4.1 Add Assignee to a task
          • 6.2.4.2 Remove Assignee from a task
        • 6.2.5 Task Status
          • 6.2.5.1 Change Task Status
        • 6.2.6 Change Task Priority
        • 6.2.7 Set Reminder for a Task
        • 6.2.8 Label
          • 6.2.8.1 Create a Label in a Task
          • 6.2.8.2 Add a Label to a Task
          • 6.2.8.3 Edit a Label to a task
          • 6.2.8.4 Remove a Label from a Task
        • 6.2.9 Write a Description for a Task
        • 6.2.7 Attach/Upload files to a task
        • 6.2.4 Remove Files from a Task
        • 6.2.5 Subtasks in Task Item
          • 6.2.5.1 Create Subtask in a Task
          • 6.2.5.2 Set Information for a Task Subtask
          • 6.2.5.2 Attach/Upload Files to a Subtask
          • Remove Files from a Task Subtask
        • 6.2.7 Submit a task/subtask for review
        • 6.2.14 Set Story Points for Task
        • 6.2.16 Set Task Repetition
        • 6.2.17 Access Custom Field
          • Create/Add Custom Field to a task
          • Add Data to Custom Field in a task
          • Update Name & Data of Custom Field in a task
          • Delete a Custom Field from a task
        • 6.2.18 Revised Start date/ Due date update
          • Update Start date/Due date of a Task
          • View Delay reason & factors of Revised Start Date/Due date
          • View Revised Number of Start Date/Due date of a Task
        • 6.2.19 Feedback Loop for a Task
          • Comment on a Task
          • Reply in a Comment on a Task
        • 6.2.20 Copy Public URL for Task
        • Task Progress Bar
        • Issues
          • Add Issues to a Task
          • Remove Issues from a task
          • Resolve Issues for a task
        • Dependency Task
          • 1. Add Dependency Task in "Blocked by" to a Task
          • 2. Remove Dependency Tasks from "Blocked by"
          • 3. Add Dependency tasks in "Blocked"
          • 4. Remove Dependency tasks from "Blocked"
        • Review a Task or Subtask
          • Submit a Task/Subtask for Review
          • Comment on a Submitted Task/Subtask
    • 7.6 Issues
      • 7.6.1 Create an Issue
      • Issue Modal/Activity Page Manage
      • 7.6.2 Add Time Entry for an Issue
    • 6.3 Smart Task Search
    • Items Group By
    • Item Filter
    • Item Sorting
    • Item Preference Settings
  • 7. More Features
    • 7.2 Create an Announcement
    • Approval System
      • Set up an Approval System
      • Create an Approvers Group
      • Approval Request for an Item
      • Track the Status of Approval Requests
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  • Metric
  • Process:
  • Average Values:
  • Process:
  • Chart:
  • Process:
  • Funnel
  • Process:
  1. 4. Managing Company
  2. 4.6 Report

4.6.4 Function of Contents

Metric

This content will help you see the number-based reports for your projects.

Process:

  • Click the metric button from the “+ Add new Content.”

  • Give it a name.

  • Select the time period from weekly or monthly, or simply put your custom date.

  • Select metric type.

  • Click Apply and Save content.

You can select the following metrics from here:

  • Number of total tasks: It will show you the total number of created tasks in a project or all projects in a company.

  • Number of completed tasks: It will show you the total number of completed tasks in a project or all projects in a company.

  • Total task due soon: It will show you the total number of soon-to-be-expired tasks in a project or all projects in a company. The range is from the present day (report creating day) to the next 7 days meaning all the tasks listed that will expire in the next 7 days will be shown here.

  • Total pending task: It will show you the total number of overdue tasks in a project or all projects in a company. Here, pending means not completed tasks & overdue.

Average Values:

This content will help you see the average values-related reports for your projects.

Process:

  • Click the average values button from the “+ Add new Content.”

  • Give it a name.

  • Select the time period from weekly or monthly, or simply put your custom date.

  • Select category type.

  • Click Apply and Save content.

You can select the following average values from here:

  • Avg. length of task status: It will show you the average days value of tasks staying in the same status, meaning an average number of how many days the tasks are staying in the same status.

  • Avg. length of tasks: It will show you the average length number of tasks in a project or all projects of a company by calculating the total duration of the start date and due date divided by the total tasks.

  • Avg. task completion time: It will show you the average value of all completed tasks in a project or all projects in a company combined.

  • Avg. length of sprint: It will show you the average number of sprints in a project or all projects of a company by calculating the total duration of the start date and due date of a sprint divided by the total tasks.

Chart:

This content will help you to see your projects' values-related reports in various chart forms.

Process:

  • Click the chart section from the “+ Add new Content.”

  • Give it a name.

  • Select the time period from weekly or monthly, or put your custom date.

  • Select the chart type and what you want to see in the x-position and y-position.

  • A preview of that chart type will appear. Click Apply and Save content.

You can select the following configurations for y- position in charts from the chart configures here:

  • Task Completion (%): It will show the task completion percentage of a specific project or all the projects in a company in a horizontal bar chart, vertical bar chart, or pie chart.

  • Task Completion (In Numbers): It will show the task completion number of a specific project or all the projects in a company in a horizontal bar chart, vertical bar chart, or pie chart.

  • Number of pending tasks: It will show the total number of pending tasks in a specific project or all the projects in a company in a horizontal bar chart, vertical bar chart, or pie chart. Here, pending means not completed. So, all the overdue and expired tasks that were not marked as completed are counted as pending tasks too.

  • Task Completion Status Wise (%): It will show the task completion percentage of a specific project or all the projects in a company by status wise in a horizontal bar chart, vertical bar chart, or pie chart. Here, status-wise completion means tasks being marked as completed while in random status.

Funnel

This content will help you see your projects' values in funnel form.

Process:

  • Click the funnel button from the “+ Add new Content.”

  • Give it a name.

  • Select the time period from weekly or monthly, or simply put your custom date.

  • Select funnel category type.

  • Click Apply and Save content.

You can select the following funnel category from here:

  • Number of tasks per status: It will show you the number of tasks per status in a specific project or all company projects in funnel form.

  • Number of tasks per project: It will show you the number of tasks in a specific project or all company projects in funnel form.

  • Project Progress: It will show you the progress of a specific or all company projects in funnel form.

  • Task Progress: It will show you the task completion progress per project or all company projects in funnel form.

Previous4.6.3 Add Contents to a ReportNext4.6.5 Report Templates

Last updated 2 years ago