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Task Manager [Solved] Task Summary Report in Task Manager per Account




Topic starter

Please add a Task Summary Report per Account in Task Manager.

1 Answer


Hello Loida!

Thank you for your interest in Task Manager.

What type of Task Summary Report are you looking for per Account? We already have a few options:

1. The Tasks Due Next Card on the Account Profile page helping managers see what tasks are due next for the account

2. The Fulfillment report section in the Executive Report, showing your clients how much work your fulfillment team is doing for them:

Do these help? What else can we add that will help you and your team?