The Task Graph Report provides a visual snapshot of all new and completed tasks within a selected date range. It gives your team a quick, at-a-glance view of overall task productivity across the entire sales team. This colour-coded graph helps identify trends, monitor performance, and track team workload over time.
While this report is ideal for reviewing overall activity levels, use the Task Productivity Report to drill down into individual user performance.
What You'll See
A line or bar graph showing task volume trends
Color-coded metrics separating New Tasks vs. Completed Tasks
Filters to adjust the date range for custom timeframes
How to Use the Task Graph Report
Click Reports from the left-hand navigation
Select Task Graph
Apply your desired Date Filters
Click Export to download the graph (HTML or PDF)
Additional Notes
The report aggregates data across all users and task types
It's best used to understand team-wide activity patterns over time
Completed tasks must be properly marked in the system to reflect in the graph
Click below to view a short video walkthrough that highlights how to use the Task Graph Report effectively.