top of page
Writer's pictureLeia Emeera

TESSR Guidelines: How to Use "Planning" - TESSR Woohoo & Standard Reports

Woohoo_Report_TESSR_A Project Management Tool Built for Creatives

What are its Usages?

The Woohoo module is a designated page for reports on the weighted completion percentage of projects, allowing leaders and teams to easily track progress and make informed decisions.


Across four main categories, artists or supervisors/team leads can download reports on all works or projects in order to have an overview of understanding performance or project health.


A. TESSR Woohoo:

Woohoo_Report_TESSR_A Project Management Tool Built for Creatives

1. The Left Side: Woohoo Report Table

Woohoo_Report_TESSR_A Project Management Tool Built for Creatives

i. Reporting Types

All Projects

Displays projects’ information based on these three default statuses, “Planned”, “Active”, “Completed”.

  • Planned (Grey): tasks that have not been started or moved to progress. This status can be understood as 'To Do’.

  • Active (Blue): tasks that are being worked on. This could include multiple statuses given before completing a task, such as ‘In Progress’, ‘In Review’, ‘Retake’, etc.

  • Completed (Green): tasks that have been done and considered as ‘Closed’.


Projects by Status Template
Woohoo_Report_TESSR_A Project Management Tool Built for Creatives

To view your Woohoo reports through templates you have made in the Status Library, simply click on the “Select status template” drop-down menu. Here, instead of only displaying “Planned”, “Active” and “Completed” statuses, it will show what you have chosen to display, based on your template.


This type of report provides a closer look into how your workflow is on daily basis. With this detailed view, you can easily recognise what to do next, ensuring your personal performance and productivity.


ii. Sorting

Woohoo_Report_TESSR_A Project Management Tool Built for Creatives

Across ten different columns, you can sort the report in ascending or descending order.

Recommended sortings that can help you grasp a better view of your progress:


  • Due: If you want to check which project that is to be due soon, sort this out in “Descending” order. You might want to join this with “Planned” column to enable more insights which project should be planned in actions next, or to understand if your daily workflow has been productive/efficient.

  • Completed status (‘All Projects’ tab): If you wonder which projects have the least statistics in completion, sort this “Completed” status (Green) in the order of “Ascending”.

  • Woohoo: If you look for a quick overview of how far you are to your goal or target on each project, you can select “Descending” to see projects with more completion and vice versa.


iii. Preferences

Woohoo_Report_TESSR_A Project Management Tool Built for Creatives

Upon clicking onto the Gear icon, you can choose what exactly you want to view. There are four (4) levels you can select from, and it depends on how detailed you want the view to be. Preference choices include “Project”, “Process”, “Episode”, and “Take”.


Time ranges help you have a more focused view on your timeline. And speaking of reducing distractions, the “Hide completed” toggle can be turned on when you want to only view work that require action.


iv. Filter

Woohoo_Report_TESSR_A Project Management Tool Built for Creatives

You can filter scenes through six (6) different criteria. If you choose to filter by two or more options, the “AND” and “OR” toggles come into play.


  • The “AND” toggle will only show scenes that simultaneously all the filters you have set.

  • The “OR” toggle will show scenes that have at least one of the filters you opted for. Here are the six (6):

i. Favourite: Choose to show Favourited projects

ii. Take: View specific Takes, from specific Projects.

iii. Status Template: Choose from any available Status Templates.

iv. Start Date: Pick a range of Start Dates.

v. Dute Date: Pick a range of Due Dates.

vi. Last Updated On: Pick from a range of Dates, to display projects that were last updated on those dates.


2. The Right Side: Treemap, Download Reports, Favourite Status Templates

Woohoo_Report_TESSR_A Project Management Tool Built for Creatives

i. Treemap

Woohoo_Report_TESSR_A Project Management Tool Built for Creatives

The Treemap is an interactable, tile-based chart that visualises the statuses of the scenes in your projects. To view a close-up:


  • Click on the status: This provides the number of scenes of each project. The larger the number, the bigger the tile is. This proportional layout design visualises your progress.

  • Hover over to each tile: Once you click on the status, you can hover over each tile to see which project the tile is about.

  • View data in percentages: Besides that, you’re given the option to view data in percentage form instead, if that is what you’re more accustomed to.


ii. Download Report

Woohoo_Report_TESSR_A Project Management Tool Built for Creatives

You can get a personal copy of your Woohoo report, by clicking on the Download report button, beneath the Treemap. There are two (2) different formats: .csv and .xlsx, which you can download.


Now, you have all the rooms to work with these data on your personal space. From creating charts to analyse and build reports – the information will provide deeper insights once they are used right.


iii. Favourite Status Templates

Woohoo_Report_TESSR_A Project Management Tool Built for Creatives

Instead of switching from tab to tab and scrolling through however many status templates you may have, simply gain access to the Woohoo report with your favourite template from this section.


B. Standard Reports

Woohoo_Report_TESSR_A Project Management Tool Built for Creatives

1. Most Frequently Used

Woohoo_Report_TESSR_A Project Management Tool Built for Creatives

This section of the page displays the Reports you have downloaded the most, for easy access. However, you can choose to toggle it on and off through the Gear icon.


2. Project Status Reports

Woohoo_Report_TESSR_A Project Management Tool Built for Creatives

The Project Status Reports consists of five (5) types of downloadable data. Simply click which you require, fill out the basic particulars (like status, project or metric) and download. The five are:


i. Today’s TESSR Woohoo: Download a Report on the Woohoo data of an active Project, Episode, Process or Take.

ii. Scene Assignment Report: Fill up a Date range to download a Report on a scene’s assignees.

iii. Scene Status Report: Select one or more Statuses, like “Retake” and/or “Approved”, to download data on all scenes under the chosen status(es).

iv. Scene Status Type Report: Select one or more status types, like “Planned”, “Active” and “Complete”, to download a Report on all scenes under the chosen status types.

vi. Metric Report: Select one metric, like “Frames” or “Seconds”, to download a Report on the metric value for all scenes that fall under the selected metric.


3. Project Health Reports

Woohoo_Report_TESSR_A Project Management Tool Built for Creatives

There are two types of Project Health Reports, both helping you understand the progress of your project. Stay up to date with the health of your project, to ensure that the pace you are going at, keeps within deadlines. These are:


i. Completed Scenes: Set a Date Range to download a Report that includes scenes that were completed within the times you have set.

ii. Overdue Scenes: Click on the Download button to receive a Report on all the scenes that are overdue.


4. People Performance Reports

Woohoo_Report_TESSR_A Project Management Tool Built for Creatives

These two People Performance Reports allows team leaders and supervisors to monitor the progress and performance of an individual. Keeping tabs on your team members helps ensure that they’re heading in the right direction—if they seem to be falling behind, find time to check in on them.


i. Individual Achievement Report: After choosing a range of Dates, you’ll be able to download a Report on each individual’s achievements, according to primary metrics.

ii. Individual Involvement Report: Similarly, after choosing a range of Dates, download the Report to view user involvement across projects.


5. Workspace Reports

Woohoo_Report_TESSR_A Project Management Tool Built for Creatives

There are four (4) variants of Workspace Reports, each covering the teams and users of a workspace as a whole. Here are the four:


i. Team Members Report: Choose between any one team within your TESSR workspace, to start downloading a Report on them.

ii. Workspace Users Report: Download a Report on all members of your workspace, in just one click.

iii. Entities Report: After selecting a range of Dates, you can download a Report that includes all digital entities of your workspace. This refers to the Projects, Processes, Episodes and Takes you have on TESSR.

iv. Scenes Report: Again, once you have selected a Date range, proceed to download a Report on every scene in your workspace.


Conclusion

Under the Planning Tab lies the Woohoo and Status Report pages—essentials to analysis and recordkeeping. By objectively viewing the quantitative data, you can come to unbiased conclusions towards the health of your projects and teams!


Author Bio

From Malaysia, Leia Emeera is a writer at TESSR, and a published author. She has been putting pen to paper ever since she learned how to, and has an anthology to her name, titled 'Ten'. Leia loves music, games and her beloved labrador retriever, George. She aims to further her studies in English Literature and Creative Writing the moment her gap year ends. 'Till then, you will find her sitting behind a desk, writing with TESSR. 

Connect with her on LinkedIn: Leia Emeera

Comments


Commenting has been turned off.
bottom of page