Task Report

The Task Report provides a detailed overview of all tasks, helping in effective tracking and management.

Overview:

• Displays task details such as title, status (e.g., Open, Completed), description, start and end dates, assignee, and associated contacts or opportunities.
• Tracks whether tasks are linked to jobs.
• Allows filtering by task type and exporting reports in Excel or PDF formats.

Benefits:

1. Enhanced Task Management: Tracks the progress of tasks in real-time.
2. Improved Accountability: Assigns tasks to specific users and monitors their status.
3. Streamlined Communication: Links tasks to relevant opportunities and contacts for better coordination.
4. Easy Reporting: Facilitates exporting reports for analysis and decision-making.

This report simplifies task tracking and ensures efficient collaboration and completion.

Here is a reference video:

Follow these steps to access the Task Report:

Click on Reports and then click on All Reports.

At the reports page under FSM, click on Task Report

Upon clicking, the following report will appear