GradeApp
  • Introduction
    • About The Application
    • How to use the Documentation
  • Getting Started
    • First-time setup
      • User roles and permissions
      • Assigning Roles
      • Permissions table
  • Platform Overview
    • Dashboard
      • Private Dashboard
      • Advanced Dashboard
    • Sales
      • Lead Contact
      • Deals
      • Proposal
      • Clients
      • Estimates
      • Contracts
      • Deal Report
      • Sales Report
    • HR
      • Employees
      • Leaves
      • Shift Roster
      • Attendance
      • Holiday
      • Designation (Positions)
      • Department
      • Appreciation
      • Leave Report
      • Attendance Report
      • Assets
      • Knowledge Base
    • Recruit
      • Dashboard
      • Jobs
      • Job Applications
      • Interview Schedule
      • Offer Letters
      • Skills
      • Candidate Database
      • Reports
      • Career Site
    • Communication
      • Calendar
      • Messages
      • Notice Board
      • Zoom Meeting
      • Letter Generate
      • Letter Template
      • QR Code
      • Webhooks
    • Projects (Work)
      • Projects
      • Tasks
      • Timesheet
      • Project Roadmap
      • Service desk
      • Task Report
      • Time Log Report
    • Finance
      • Invoices
      • Incomes
      • Credit Note
      • Expenses
      • Bank Account
      • E-Invoice
      • Payroll
      • Employee Salary
      • Finance Report
      • Income Vs Expense
      • Expense Report
    • Orders
    • Purchase
      • Vendor
      • Products
      • Purchase Order
      • Bills
      • Vendor Payments
      • Vendor Credits
      • Inventory
      • Reports
    • Settings
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  1. Platform Overview
  2. Projects (Work)

Task Report

In the Task Report section, users can access an overview of tasks, including their current status and details. The interface is structured as follows:

  • Duration: This section allows users to define the reporting period by selecting a start date and an end date.

  • Status: Users can filter tasks based on their current status, providing insights into ongoing, completed, or pending tasks.

  • Project: A filter to view tasks associated with specific projects, helping users to focus on tasks relevant to their projects.

  • Filters: This feature enables users to refine their task search using various criteria:

  1. Client: Select tasks linked to particular clients.

  2. Assigned To: Filter tasks based on who they are assigned to.

  3. Assigned By: View tasks that have been assigned by specific individuals.

  4. Label: Sort tasks using labels for better categorization.

  5. Task Category: Filter tasks by their designated category.

  6. Billable Task: Identify tasks that are billable, assisting in tracking chargeable work.

  • Task Table: The main section displays the tasks in a table format with the following columns:

  1. Code: Unique identifier for each task.

  2. Task: Brief description of the task.

  3. Project: Indicates the project the task is associated with.

  4. Due Date: The deadline for task completion.

  5. Assigned To: Shows the individual responsible for completing the task.

  6. Status: Displays the current state of the task (e.g., Backlog, In Progress, Completed).

Users can navigate through multiple pages of tasks, making it easy to manage and monitor task performance over time. This report helps in tracking productivity, identifying bottlenecks, and ensuring timely task completion across various projects.

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Last updated 4 months ago