Task Reports
Thread can automatically generate reports listing all tasks that have been created on the application. The report includes the task title, matter name and code (if linked to a matter), task due date, status, and user/s assigned.
You can choose to get a report based on the Matter category (if the task is linked to a matter), a specific user or all users, and within a certain date range.
Exporting and Viewing Task Reports
1. Click To Do List on the top left of your Thread pane.
2. Click Tasks from the menu options.
3. On the Tasks section, select the export option on the top right of the screen.
4. This will download an Excel report to your device downloads.
5. In the Excel sheet you can then apply further filters to find the details you need in the Task report.
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