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Connection of Tasks to reports

Besvart
Be om demo

Hi,

we are creating lot of Tasks and comments during the preparation of Annual Statements in Wdesk. We want to create a report on No of tasks created with its status so that at any point it can be monitored and any delays can be notified. Similarly reports on Comments created and resolution status.

So is there any way we can connect Tasks and comments to reports?

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Kommentarer

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Dato Stemmer
  • Brandon Ehrecke

    Hi Lohit!

    Great question! Currently, there is not a report that shows one report for both Tasks and Comments. I will mention that if the tasks are part of a process, it would allow them to monitor the number of tasks/status collectively (this doesn't resolve the comments side but would with tasks, if they currently add them individually). If they continue to use tasks individually, the Tasks Home would be the best way to see the overview of status. Please let us know if you have any additional questions. Thanks!

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