Task Note Report

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The task note report allows you to view pending and completed tasks for all users in your application.

  1. Go to Admin > Reports

  2. Click Task Note Report

  3. Edit the Search Criteria as needed.
    Note that you click on the Edit Criteria/Columns button to filter by:
    1. Assigned To
    2. Created By
    3. Task Type
    4. Priority
    5. Due Date Interval
    6. Due Date Custom Interval
    7. Completion Date Interval
    8. Completion Date Custom Interval

Note that you can add "Task Outcome" as a column in the report.

  1. Click Search

  2. Review or manipulate the report as needed
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