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Task Productivity Report
Updated over 8 months ago

The Task Productivity Report shows the total number of completed tasks by user and task type.

The report will allow the salesperson the ability to measure goal-related tasks.


How to Use the Task Productivity Report

  1. Click on Report in the side navigation

  2. Click on Task Productivity

  3. Select Date Filters

  4. Click Export As (HTML or PDF)


Important Considerations

  • Ensure the task types are entered based on the company standards and activity goals.

  • The Task Productivity report does not include incomplete activities. Refer to the Task List report to view all activities.


Additional Information

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