How to review overdue Trello cards using a clear cutoff
An overdue-card report helps a team inspect work whose visible due dates fall before a chosen reference point. It needs an explicit treatment of completed cards and missing deadlines.
Start with the right material.
- What you provide
- selected readable Trello cards with explicit due dates and completion states.
- The intended result
- A snapshot of readable overdue cards using an explicit reference date.
How the workflow works.
Use the supplied reference date and completion rule, preserving each card's list and source link. Separate cards without a readable due date instead of assigning them an assumed deadline.
What to check in the result.
Check boundary dates and whether a card's due date is marked complete. A past date alone does not establish unfinished work if the task's completion information says otherwise.
Import the CSV with a consistent delimiter and inspect text identifiers, dates and amounts before using spreadsheet totals. Keep the original file available while checking any automatic type conversion.
Learn from the worked example.
The downloadable CSV example uses these columns: Card, Due date, Complete, Reference date, Overdue. Compare a complete record with the source before sorting, combining or importing your own output.
The supplied example is illustrative. It is not a recorded run on your data.
Download the example ↓Use it with your own material.
- Open the source you want to work with and activate WebAct on that tab.
- Copy the task from the hero, add any required fields or preferences, and review the proposed actions.
- Compare the first result with your source. Ask for a specific correction or refinement where needed.