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Task Graph

Visualize team-wide sales activity trends by viewing total new and completed tasks across a set date range in a colour-coded graph.

Updated this week

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

  1. Click Reports from the left-hand navigation

  2. Select Task Graph

  3. Apply your desired Date Filters

  4. 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.

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