Follow

Workflow Task Report

Redtail CRM offers you a large number of Standard Reports to assist you with quickly accessing information that is relevant to your day-to-day operations.  One such report is the Workflow Task Report.  Note: there is also a Workflow Report which allows you to see which contacts are at which step of a particular Workflow.  You can learn more about that here.

To access the Workflow Task Report, click the Reports option from your Left Menu Bar to see all of the available Standard Reports within your database: 

reports.png 

On the resulting page, your Workflow Task Report is accessible within the Reminder Reports section: 

wt1.png 

After clicking Workflow Tasks, your report will open up, displaying your database's Workflow Task Reminders. Here's a look at a sample Workflow Task Report: 

wt2.png 

This Report displays all of your currently due Workflow Tasks, including the Task Due Date, Workflow Name, Step the Task is a part of, Task Name, Contact Name and to whom the Task is assigned.  

Clicking on a Workflow Name within one of the Task Reminder rows will take you to that Workflow for the contact, where you can take further action with the Workflow.

Above your report, you'll see several Options: 

 
 
The "filter" button presents you with a modal that will allow you to filter by any combination of the items displayed below:
 
wt3.png
 
Clicking export will download the data and allow you to open it up in Microsoft Excel. 
 
The pdf button downloads a report, suitable for printing.  
 

Search sends the currently displayed contact names in your report to your Advanced Search page, where you can take further actions with those contacts. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk