Filtering Tasks on the Tasks Page
To see who has completed tasks and also view skipped tasks do the following:
Open Tasks in the left navigation
Select the User you would like to view
Filter the tasks by pipeline or process type
Filter by manual or completed tasks
Filter by upcoming or completed tasks
Filter by task type (calls, emails, texts, todos, meetings, start process tasks, stage change tasks)
Dashboard Reporting
With the all-new Operations Dashboard you can get a quick view of your team's performance.
The top of the Dashboard shows the processes completed on time in the last 30 days as well as your team's overall task completion rate (as compared to skipped tasks).
In the Team Performance section, see how many tasks are due today, how many tasks are overdue, and upcoming future tasks in the next 7 days.
You can also see the individual team stats, including their task completion versus tasks skipped ratio.
