CRM Reports - Tasks

Modified on Mon, 17 Oct 2022 at 12:57 PM

The task report lists all tasks that have been created in the system. There could be pages and pages of these so to make it easier you can filter a search by type i.e. enquiry, due date from and due date to, status and assigned user. 



You can order the results how you want to see them by clicking on the headers.

An example to search would be if you have a member of staff who deals with weddings and you need to check the tasks to see what needs to be followed up. You would put wedding in the search box and select a date range if necessary. If you only want to see tasks not started, then you would filter the status box to this. See below for the result.

You can download the results as a PDF or CSV document.

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