The Task List Report offers multiple filters and visualization options allowing you to display various task details. These visualization details include (but are not limited to):
Client Contact Information
Task Type
Activity Result
Due Date
Task Creation Date
Many Others
A sales team may use The Task List report for several reasons. Some of those reasons include:
Discuss sales activities during morning standup meetings and expected results.
Review future dates for upcoming Sales activities ( like sales blitz, email marketing, sales conferences, or trade shows.)
Utilize filter options to focus on activities by Booking, Account, Task Type, Status, etc.
Use the report to view activities for a specific account.
Use the contact filter to view tasks for a specific contact. The filter is particularly useful when working with third parties or travel agents.
How to Use the Task List Report
Click on Report in the side navigation
Click on Task List
Select Filters
Add Columns
Click Save Report
Enter Report Name
Click Save
Click Export As (CSV, HTML or PDF)
Click below to watch a short walkthrough of the Task List Report