PERFORM: [Pyxis] Add Tasks to Goals with Sub-goals Report

We’ve extended the existing Goals with Sub-goals report to include execution-level tasks, providing a complete view of the hierarchy: Goal → Sub-goal → Task. This enhancement ensures managers, admins, and customers can now track not only strategic objectives but also the actual work being executed to achieve them.

Key Updates

• Task inclusion: Tasks tied to goals or sub-goals are now part of the report.
• Hierarchy mapping: Clear parent-child relationships shown in flattened rows.
• Task attributes: Added columns for owner, weight, progress, dates, and description.
• Filters: Tasks respect existing filters (timeframe, owner, department, goal type).

Value

• Managers can track actual work driving goals.
• Admins gain visibility into execution-level reporting.
• Customers avoid manual consolidation across reports.

Risks & Mitigations

• Larger report size → optimized export queries.
• Hierarchy confusion → clear column naming and documentation.

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