Task - view and reporting

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New Contributor

Hello there,

I am new to the tasks and reporting and wondering if there is a way to

  1. view the task by filtering by a Property, a property that I have created not a system created one. My aim to prioritise tasks for the team with a focus on actively persued leads
  2. On the dashboard report, I can see my tasks but not for the whole team. Is there a way to view the whole team's tasks on the dashboard?

Many thanks

R

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Community Manager

Hi @Rudysn,

 

You can filter tasks based off of the columns available in the tasks tool.

 

Screen Shot 2019-08-05 at 2.40.59 PM.png

 

In regards to viewing team tasks, if this is something you would like to see, I would recommend upvoting this idea. Currently the productivity report is the closest report available that I can think of. 

 

@Bryantworks and @Ben_M can you think of any other way to organize and view this information?

 

Thanks,
Jenny


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Regular Advisor

Hey @Rudysn,

 

This filter along with the "Productivity" report and the "Incomplete tasks" report might be best suited here when you filter down for your team members.

 

Would something like that work?