The Task Overview page provides a summary of all task types and their completion rates, giving managers insight into team performance at a glance. You can also refine and export this data for reporting purposes.
How to Access Task Overview
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Go to Tasks
From the homepage, select Tasks in the navigation bar at the top of the page. -
Open Overview
Click Overview from the drop-down menu. You will be taken to the Task Overview page.
Refine Your Results (Optional)
You can filter the displayed data to focus on specific information:
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Date range – View tasks completed within a specific period.
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Client – Filter tasks by a particular client.
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Export – Prepare data for export in PDF format.
Note: Refining your results affects what information is included in the exported Task Overview PDF.
Exporting a Task Overview Report
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On the right-hand side of the page, click Export.
- From the dropdown menu, select either Excel or PDF to download the report in your preferred format.
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A report will be generated containing the tasks and completion data based on your current filters.
This allows you to share or archive performance reports easily.
Helpful Tips
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Always review filters before exporting to ensure your PDF includes the data you need.
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The overview shows all task types by default, giving you a complete snapshot of team activity.
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Use this page regularly to monitor progress and identify areas where tasks may be falling behind.