Task Reports

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. 

A screenshot of a computer

AI-generated content may be incorrect. 

2. Click Tasks from the menu options. 

A screenshot of a computer

AI-generated content may be incorrect. 

3. On the Tasks section, select the export option on the top right of the screen. 

A screenshot of a computer

AI-generated content may be incorrect. 

4. This will download an Excel report to your device downloads. 

A screenshot of a computer

AI-generated content may be incorrect. 

5. In the Excel sheet you can then apply further filters to find the details you need in the Task report. 

A screenshot of a computer

AI-generated content may be incorrect. 

 

InfoTo find out more about tasks, go to Tasks management – Overview. 

    • Related Articles

    • Set Task Subjects - Admin

      All tasks created on Thread must have a task subject / title. When creating a task, you can enter a unique subject, or you can use existing set subjects created in Settings. Having task subjects pre-set helps to create tasks faster, allowing users to ...
    • Timesheet Reports

      The Timesheet Reports on Thread provides users with a complete overview of how much time members in the organisation have spent on matters and the cost of time spent, based on users' hourly rates. Timesheet Reports can be viewed based on billable and ...
    • Creating a task via the Outlook add-in

      Creating a task via the Outlook add-in When adding an email and/or attachment(s) into your matter in Thread, you can create a task for this email and/or attachment(s) directly within the add-in, for any users to follow up on this, i.e. to respond to ...
    • Editing Tasks

      You may want to edit the details of a task or change its status once it has been dealt with. Any changes made to the status of a task can be viewed on the task itself, in the Tasks tab of a matter or within the To-do list on the left menu. ...
    • Set Tasks Notifications emails to go to a specific folder in Outlook

      Rules allow you to move, flag, and respond to email messages automatically. You can also use rules to play sounds, move messages to folders, or display new item alerts. The easiest and most common rule to create is one that allows you to move an item ...