Task reports: your team's task scoreboard
Task Reports turns your team’s task history into a scoreboard — how much got done, how fast, how much is overdue, and who’s carrying the load. It’s the manager’s view of My Tasks.
Where: on My Tasks, select the bar-chart icon next to the Add Task button to open the Task Reports slide-out.
What’s in the report
Section titled “What’s in the report”Performance Metrics cards across the top:
- On-time Completion — the share of tasks finished by their due date.
- Avg. Completion Time — how long tasks take from creation to done.
- Task Volume — how many tasks were created in the range.
- Incomplete Tasks — what’s still open.
Employee Performance Scorecard — a sortable table breaking the same figures down per teammate, so you can see who’s on top of their list and who needs help.
Filter and export
Section titled “Filter and export”- Set a date range to focus on a week, a month, or a quarter.
- Filter by tag to score a single category of work (for example, everything tagged insurance).
- Select Export CSV to pull the data into a spreadsheet for your own review or a team meeting.
- Read On-time Completion and Incomplete Tasks together — high volume with low on-time completion usually means too few hands, not low effort.
- Bring the scorecard to your huddle and assign help where the backlog is.