We’re really sorry to see that our product did not meet your expectations. This is certainly not a situation we want to see our customers in. Thank you for sharing what you went through in great detail. We read your feedback carefully and feel we can address them. Let us take them one by one.
1. Purpose of Global View
All the info we show in the beginning is just a starting point. You can filter, search, and sort within this to drill down to the information you want. The enterprise plan also has a custom-view-tab where you can customise based on one or more criteria. You can then save these custom views you created for quick access later.
2. User interface that guides through Epics module
There is indeed such an interface. Through six different steps, it takes you through all you can do with epics. And it fires up just after you create your first epic. If this is disabled, you can view it any time by clicking the ‘help tour’ icon at the bottom right bar. The same option is available not just in this module but across the product.
3. List all sprints
We are working on making the sprint counters in the dashboard clickable, which would let you view this. An update we are planning for the custom view should show you the same info here also.
4. Detailed reports
Please check if you’ve seen all these reports. In the reports module, burn up and burn down are shown by default for sprints. However, this can be changed to show the same info for epics. Additionally, we also have an epic progress report. You can view a sprint level dashboard, by clicking the ‘view details’ button next to the sprint name on the board module. Custom sprint-wise reports and dashboards are ‘work in progress’ and we can let you know as soon as they are ready. All our existing reports are, and future reports will be, printable.
5. Project level report of all sub-items
As mentioned in point 1, you can drill down to this by filtering from the global view. And you need not do this everytime - you can save this view to get to it quickly.
6. Manager not able to see all info in global view
The manager is probably looking under the ‘My View' tab in the default view. The purpose of this view is to see just his or her own items. The manager can see all items in all the sprints he or she is part of by choosing the appropriate criteria in the custom view.
7. Click through reports
We do provide click throughs wherever applicable. However, some reports aggregate info from several views, so we cannot provide a click through here. In reports that show past activity, again, we cannot provide click throughs as the underlying data may have changed over time. If you feel we have missed a clickthrough where it is possible, do let us know the specific case and we will add it ASAP.
I would like to share that the team that built this product also built Zoho Projects, a project management platform that has been around for over 10 years. They have spent these years developing domain expertise, honing the product and improving everything that adds to the customer experience.
So it follows that the experience you had is something we are determined to change. We would like to speak with you on a call to learn more from you, walk you through these features and do our best to meet your needs. Please get in touch with us by mailing to email@example.com.