Click on Task Reports tab (see image below) to see several reporting options:
My Tasks: Today If you select this report, the system does the “find” for you, acting on your name and today’s date. Any Tasks assigned to you that have not been marked as completed will be included on the report. If there are no items assigned for today’s date, you will see all Tasks in a list view format.
My Tasks: This Week This report will reflect all Tasks, assigned to me, for action within the next 7 days.
My Tasks: Next Week This report will reflect all Tasks, assigned to me, for action 7-14 days from today.
My Tasks: Past Due This report will reflect all Tasks, assigned to me, for action that are past due.
My Tasks: All Open To look at all Tasks in the system, assigned to me that have not been marked as completed, use this report.
All Tasks: Today If you select this report, the system does the “find” for you, based on today’s date. Any Tasks that have not been marked as completed will be included on the report. If there are no items assigned for today’s date, you will see all Tasks in a list view format.
All Tasks: This Week This report will reflect all Tasks, assigned to anyone, for action within the next 7 days.
All Tasks: Next Week This report will reflect all Tasks, assigned to anyone, for action 7-14 days from today.
All Tasks: Past Due This report will reflect all Tasks, assigned to anyone, for action that are past due.
All Tasks: All Open If you want a look at all Tasks in the system that have not been marked as completed, use this report.
Custom Task Report When you make this selection, the Task layout will appear as a “find” prompt. If you want to see all tasks for the week of August 10, 2022, by example, your entry in the Date Due field would be “8/10…8/17” (if you don’t specify the year, it will assume you mean the current year). You might otherwise want to find all the activities assigned to one staff member by picking that name from the list. If you choose to not enter any criteria and simply click Continue, a list including all Tasks for all staff will compile.
Note: Upon calling any of these reports, you will be asked if you want to include or not any Tasks that are completed. Typically, your response would be “No” as you’re generally only interested in what still needs to be done, not what has already been taken care of…but the choice is there.
If you have any questions that are not answered here Contact TourTools Support for assistance.
Feedback
Post your comment on this topic.