A useful weekly work report answers three questions: what finished, what still needs attention, and what happens next? Choose the reporting period and date basis, review the underlying tasks, and show quantities separately for each kind of work. Add a short explanation of blockers and decisions so the numbers lead to action.
Choose the question before choosing the date filter
A week can mean several different things in a task report. Work added during the week tells you about new requests. Work due during the week tells you about delivery commitments. Work completed during the week tells you what finished. These are different groups, even when the From and To dates are identical.
For a delivery update in besteam, open Reports, choose Completed date under Date to match, and set the inclusive period. For upcoming commitments, use Due date and review unfinished statuses. A task without the selected date will not appear in that date range. Reports currently use the recorded UTC day for timestamps, so take care with items completed close to local midnight.
Work item added means creation date, not the date somebody was assigned. A report based on current assignments cannot establish who was originally assigned a task, how long each person worked on it, or who performed every earlier revision. Describe the report as a view of current recorded work rather than a complete assignment history.
- Write the reporting question: finished output, upcoming commitments or new requests.
- Choose the matching date basis and inclusive From/To dates.
- Keep a separate view of open work when preparing a completion report.
Start with your own work, then widen the view when needed
A contributor needs a quick way to explain their work without rebuilding a spreadsheet every Friday. In besteam, My work focuses on assigned tasks. Review the period, status distribution and quantities, then open a metric or a kind-of-work total to inspect its source items. The report is limited to data the signed-in person can access.
A project manager can use the People and Projects filters to focus a discussion on a particular delivery. A business owner may start with the Executive view for a wider summary, then drill into exceptions. More visible records do not automatically make a better report: keep the project, people and dates relevant to the decision.
Before sharing an Excel export, check its recipients. A downloaded file is a copy outside the workspace, so its contents need the same care as any other business document. Financial information has separate access requirements; a delivery update can explain tasks and quantities without disclosing prices.
Count deliverables without mixing unlike units
Task counts show how many records are in a selection. Quantities show the scale of the recorded output. Neither replaces the other. One completed presentation task may contain twenty slides, while another task contains six social images. Reporting two completed tasks is accurate, but it leaves out useful delivery detail.
Here is an illustrative weekly update, not customer data: one presentation task delivered twenty slides; one social-design task delivered six images; one further task for four images remains In review. The completion view contains two tasks, twenty slides and six images. The open-work view contains the separate four-image review. Keep these views clearly labelled.
In besteam, Quantity delivered & remaining groups records by kind of work. Keep the unit clear in each service definition and task. Twenty slides plus six images should not become a headline of twenty-six interchangeable units of productivity. Likewise, if a parent task and its sub-tasks describe the same output, recording the full quantity on every level can double-count it. Decide where the deliverable quantity belongs and inspect the underlying rows.
- Check the kind of work and quantity on the source tasks.
- Report completed and remaining quantities separately for each comparable service.
- Review parent and child records before treating their combined quantities as distinct output.
Add the decision behind the status
A status chart tells you where to look. The task discussion explains what needs to happen. Instead of writing only “one task blocked”, explain the missing input, who can provide it and what depends on it. A short update might say: “The remaining four images need the approved headline. The account lead will confirm the text before the next design pass.”
Use the current record to check a surprising number. A completed item may have been reopened, a due date may have changed, or the assigned people may now be different. Current task reports are not frozen historical snapshots. Save a dated export when a review needs a record of the selection at that moment, and retain the filter choices alongside it.
Task totals also need human judgement. Several people can share an assignment, and the same shared item should not be counted as several independent team deliverables. Review contribution, complexity and quality in context rather than using task counts as a standalone performance score.
Use a short weekly update the next person can act on
Put the conclusion first and keep the detailed table available for checking. A manager should be able to see what changed, what needs a decision and who owns the next action. A contributor should be able to explain a blocker without producing a second report containing the same task details.
A practical update for the example above would be: “This week: presentation delivered, twenty slides; social-design batch delivered, six images. In review: four further images. Decision needed: approved headline from the account lead. Next step: finish the revision after that confirmation.” The counts support the story; the next action makes it useful.
Repeat the same reporting question and filters for the next review, then adjust the format when it stops helping. Use the visible source tasks and discussion as the working record. Export a table when a stakeholder needs a dated copy, and check changes in the live workspace before making a fresh commitment.
- Record the period, date basis, project and people filters.
- Summarise finished tasks and quantities by kind of work.
- State the current blockers and the decisions needed.
- Name the next action and responsible person, with an agreed date when appropriate.
- Keep the filtered source rows available for follow-up.
Common questions
How do I see tasks completed this week?
In besteam Reports, choose Completed date as the date to match, set From and To, then review the selected projects, people and current statuses. Open the summary or quantity group to inspect its tasks.
Is a completed-task report the same as an assignment-history report?
No. Current task reports use current assignments and status. Work item added uses the creation date; it does not show the historical date of assignment or prove who performed every part of the work.
Should slides, images and other quantities be added together?
Keep different kinds of output separate. Use quantities within comparable services, check the recorded units, and avoid counting the same parent and child deliverable twice.
Can invited collaborators use reports without seeing service prices?
Reports use the signed-in person’s permitted data. Task quantities are operational information; financial records and controls retain their separate owner-managed access rules.