The Task List Report provides a customizable view of tasks across your team. It includes powerful filtering and column selection options, making it a valuable tool for monitoring sales activities, managing workloads, and planning ahead.
Unlike the Task Productivity Report, this one shows all tasks—not just completed ones—giving you a full picture of what’s upcoming, in progress, or overdue.
Why Use This Report?
Sales and operations teams often use this report to:
Review and discuss key activities during daily standups.
Identify what’s coming up—like sales blitzes, trade shows, or marketing pushes.
View all tasks tied to a specific booking, account, or contact.
Filter tasks by type, status, creation date, and more.
Monitor follow-ups with third parties, such as travel agents or corporate clients.
How to Use the Task List Report
Click Reports in the left-hand menu.
Select Task List.
Choose your filters (e.g., task type, date, user, contact, status, account).
Add the columns you want to display.
Click Save Report to preserve your settings.
Name your report and click Save again.
Click Export As to download (CSV, HTML, or PDF).
What You Can See
You can configure the report to show:
Client contact details
Task type
Task status (complete, incomplete, overdue)
Activity results
Due dates and creation dates
And more—based on your selected columns
Tips for Better Use
Use saved reports to build role-specific views (e.g., one for sales managers, another for marketing).
Combine with the Task Productivity Report to compare total activity vs. completed work.
Keep task types and naming conventions consistent for cleaner reporting.
Click below to view a short video walkthrough that highlights how to use the Task List Report effectively.