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Outstanding Tasks Report

Generate a report with all the overdue tasks within the company you are currently in.

James Ross avatar
Written by James Ross
Updated over a year ago

You need to be an administrator or have the view report permission to access the outstanding tasks report.

This report allows you to see the status of all outstanding tasks for a selected company.

From the left navigation menu, click on the reports option and select outstanding tasks.

Tasks will be displayed on the report if their due date is within the next 30 days. Any due dates greater than 30 days will be hidden until they become active.

You can use the filter bar to search for a specific keyword or item that you are looking for.

To action tasks, click on the title. Users can only action tasks if the task is assigned to them.

You can export the outstanding tasks listed to three different files:

  • PDF

  • Excel

  • CSV

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