A "Tasks" report provides structured information about the status and progress of tasks across a company.
Getting started with filters
To obtain specific information about the status of tasks assigned to a particular employee or group of employees, you can apply various filters to the task data. Some of the available filters include:
Completion status: You can filter tasks by their completion status, either as completed or incomplete.
Employee(s): You can filter tasks by the employee or group of employees assigned to them.
Task type(s): You can filter tasks by the type of task.
Position(s): You can filter tasks by the job position of the employee(s) assigned to them.
Department(s): You can filter tasks by the department(s) responsible for the tasks.
Division(s): You can filter tasks by the division(s) of the company responsible for the tasks.
Location(s): You can filter tasks by the physical location(s) of the employee(s) assigned to them.
Employment type(s): You can filter tasks by the type of employment, such as full-time or part-time.
Applying these filters can help you narrow down the task data to the specific information you need, allowing you to better monitor and manage task progress across your organization.
On the task reports page, you will see the number of open and overdue tasks assigned to employees.
Understanding the report
To gain insights into all the tasks performed in the company, refer to the table below which displays the following information:
The title of the task;
Type of the task;
Who this task is assigned to;
The start and end date of the task;
The status of the task: completed or incomplete.
All reports can be exported to XLSX or CSV format by clicking the three dots in the upper right corner.
Configuring access rights to "Tasks" report in PeopleForce
In PeopleForce, you have the ability to configure access rights to the "Tasks" report. Follow these simple steps:
Go to "Roles and Permissions" in the settings.
Select the role you want to configure and click "Edit."
Scroll down to the "Reports" section in the role editing window.
Select "Tasks" in the "Company Reports" field.
Save the settings.
Once you have saved the settings, users with the corresponding role will have access to the "Tasks" report.
Please note that you must have the appropriate administrator rights to be able to configure access rights.
