Working with the Open Task report

Overview

This report gives details about the user's open tasks.

Working with the Open Task report

1. Click the 9-dot menu and select Reports.

2. Click Open Task report on the Reports and Dashboards page. The Open Task report displays as shown below and you can view the:
   

   • User who is assigned the open task

   • Open task name

   • Open task type

   • Name of the project

   • Project due date

Viewing individual open tasks

You can view details about each open task by clicking on the task name. You can perform the task the page and complete the task.

Filtering and exporting the Open Task report

1. Click Filter on the top navigation bar.
   

   You can filter on:

   • Business Units (User belongs to Business Unit(s), User has shared access to Business Unit(s), User belongs to or is shared with Business Unit(s))

   • Users

   • Task Type

   • Project Due Date

   • Project Name

   • Project Type

   • Project Status

   • Project Stage

   • Category

2. Enter the filter details, then click Apply. The report will display with the filter criteria highlighted.

   • If you want to save the filter, click the Save icon.

   • You can access saved filters by clicking the Saved Filters icon and selecting the filter you want to apply to the dashboard.

3. To export the dashboard, click Export from the top navigation bar to download the file to your computer.