Purpose

Gives Priya a fast, accurate snapshot of what happened across all client engagements each week, without manually compiling it.

When to use this

Every week, ideally same day/time (e.g., Friday afternoon or Monday morning).

Steps

1. Open the Tasks database.
2. Review the "What Shipped" view — Tasks with Status = Done, completed within the current week.
3. Review the "What's Blocked" view — Tasks with Status = Blocked, regardless of date.
4. Review the "What's Due Next Week" view — Tasks with Due Date falling in the coming week.
5. Note any Project whose Status hasn't changed in over 2 weeks — flag it for a check-in.
6. Summarize the above into the Weekly Report page/template: what shipped, what's blocked, what's coming up.

Notes

This report should take under 15 minutes to produce, since it's pulling from views that already exist — if it's taking longer, the underlying Task data likely isn't being kept up to date during the week.