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Task List Report

Flexible report with filters and columns to view tasks by contact, booking, account, type, and more—including incomplete tasks.

Updated this week

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

  1. Click Reports in the left-hand menu.

  2. Select Task List.

  3. Choose your filters (e.g., task type, date, user, contact, status, account).

  4. Add the columns you want to display.

  5. Click Save Report to preserve your settings.

  6. Name your report and click Save again.

  7. 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.

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