Purpose
This report is especially useful for managers and administrators who want to:
Track how many tasks each team member has created vs. completed
Identify workload imbalances or performance gaps
Monitor overall productivity across users
How to Access
Go to Reports in the left-hand navigation menu.
Click Task Graph under the list of available reports.
The report will automatically load with a default date filter (e.g., Last Month).
Understanding the Report
The Task Graph displays users on the Y-axis and the number of tasks on the X-axis.
Each user is represented by two colour bars:
🔵 New (Blue Bar): Number of new or open tasks created within the selected date range.
🔴 Completed (Red Bar): Number of tasks completed by the same user during that period.
This provides an immediate side-by-side comparison of task activity per team member.
Available Filters
Filter | Description |
Creation/Completion Date | Define the date range for when the task was created or completed (e.g., Last Month, This Year, or a Custom Range*). |
To apply a filter:
Click Add Filter.
Select Creation/Completion Date.
Choose your date range.
The graph will automatically update to reflect the new selection.
Exporting the Graph
You can export this data for offline review or presentation:
Click Export in the top-right corner.
Choose your preferred export format (typically
.CSVor.PDF).
💡 Tip: Exporting as .CSV allows you to perform deeper analysis in Excel or Google Sheets, such as calculating completion percentages or identifying unbalanced workloads.
Best Practices
✅ Review weekly or monthly to track follow-through on client communications and internal tasks.
✅ Use alongside the Task List Report for detailed breakdowns of specific tasks.
✅ Share graphs during internal team meetings to visualize productivity trends.
✅ Adjust date ranges to measure seasonal or quarterly performance.