Tasks Report

For any file, you can generate a Tasks Report that highlights progress at any given moment during the process.

The report summarizes the state of a task, who completed it and when, who the task was assigned to, and due dates (if applicable).

To generate the report, users can click on the Reports button on the top-right hand side of the module. Then, choose the Task Report.



Use the Generate button to create your report. Then, download it to your device. It will list out all completed tasks, assigned incomplete tasks, and pending tasks.

Any due dates will appear as well.

Below is an example of an estate file's Task Report.



*Excerpt of Estate Activity Log report


Was this article helpful?
0 out of 0 found this helpful



Please sign in to leave a comment.

Articles in this section