How to Run a Task Report

Overview
Track the number of tasks completed or pending by project, client, or team member.

Steps

1. Select Reports > Task Report.

2. Set Duration, filter by Project, Client, or Employee.

3. Review the tasks-by-status chart and the detailed task table.

4. Export via Export.

Tips

• Use this report in weekly stand-ups to highlight bottlenecks.

• Filter by Employee to measure individual productivity.

Troubleshooting / FAQs

• Q: Completed tasks count is zero.

  • A: Ensure tasks have been marked “Complete” in Work > Tasks.

• Q: I can’t filter by client.

  • A: Confirm tasks are linked to projects that have a client.