The Task Completion Report:
- Shows a completion percentage across ALL task types
- Daily, Weekly, and Monthly Projects
- One-Time Projects
- Manual (or one-off) Tasks
- Triggered Follow-ups
- Overdue Tasks
1. From the web app, click on the "Reports" tab and click on "Create New Report" in the top right-hand corner.
2. From the next window, click the "Performance" tab and select "Task Completion Rate" and click on "Create Report".
3. From the reports window, you will pick a specific team, or use the default 'any' option, and choose the timeframe for which you want to export the report.
4. You can Export or Save the report. Once exported, you will receive the .XLSX file in your email which you can have downloaded.
It will provide the following information:
- The time and date of when the report was generated.
- The specific timeframe the report was generated for.
- The total number of tasks.
- The various types of tasks that were assigned and if they were a part of any projects.
- The Teams and locations where the projects were completed.
- The completion rate of each project and overall (cumulative).
- If a task was missed (will show 0%) or not assigned (will show up in gray).
- Color indicators of trouble, upcoming trouble, or great scores.
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