Task Report Tutorial

For further information please see the Quick Guide or Main Help screen.

This tutorial will run through several scenarios of running the Tasks report. It aims to give you an impression on how the report can be run and will allow you to run more details searches.

Search for all tasks overdue for more than 10 days, in Due Date order, for Limited Companies only
All tasks outstanding for more than 20 days for staff under a certain manager that do not have the status of In Progress, Completed or Archived and ordered by Client and then Days Outstanding
Tasks due in the next 30 days with a priority of High or Urgent

Example One

Right-click on the Pm icon and select Management Reports | Tasks
On the Options tab change the Staff Filter to show All staff.
Within the Date Filter change to Tasks Overdue for 10 days or more.
Ensure all options are selected within the Status Filter.
On the Order tab ensure that only Due Date is selected.
On the Selection tab ensure that only Limited Companies is selected.
Click OK to run the report.

Example Two

Right-click on the Pm icon and select Management Reports | Tasks
On the Options tab change the Staff Filter to Staff Under a Certain Manager and select an appropriate staff member.
Within the Date Filter change to Tasks Outstanding for 20 days.
In Status Filter ensure all are selected except In progress, Completed & Archived.
On the order tab select Client and then Days Outstanding.
On the Selection tab ensure no restrictions are in place.
Click OK to run the report.

Example Three

Right-click on the Pm icon and choose Management Reports | Tasks
On the Options tab change the Staff Filter to show All staff.
In Date Filter change to Tasks due within 30 days.
In Status Filter ensure all are selected.
In Priority Filter change to Tasks with priority High or Higher.
On the Selection tab ensure no restrictions are in place.
Click OK to run the report.