TASK creation tracking
C
Celeste DesRosiers
I would like a report that allows me to see any and all tasks created by me (regardless of who the task was assigned to), so that I can better track if the tasks are getting done or just being moved. It would allow us to have accountability tracking while not micromanaging every task.
Shelby Parker
Hey Celeste DesRosiers, thanks for your feedback! I have a few more questions for you:
- What specific information would you like to see in the task creation report?
- How frequently would you like to receive or access this report?
- Are there any specific filters or sorting options you would find useful in the report?
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Celeste DesRosiers
Shelby Parker It would be great to be able to have a daily report for this. Weekly at minimum.
Information:
Task Type - Notes - Original creation date - Task Creator - Task Assigned to - Task status (open/completed) - Customer name
It would be helpful if it could be sorted by all of those options