1. Overview

• Brief summary of the report’s purpose

  The Tasks Report provides an overview of tasks worked on within a specified date range, including hours logged, activity percentages, and remaining time estimates. It is designed to help managers see how tasks are progressing and where time is being spent.

• Who typically uses this report

  Primarily managers and team leads who need to track task completion, assess productivity, and verify logged hours at a task level.

• What kind of decisions it supports

  • Identifying tasks that may be at risk of going over estimated time
  • Reviewing which team members are assigned to each task and how much time they’ve spent
  • Monitoring average activity levels to gauge overall engagement

2. Filters & Parameters

All filters work independently, meaning selections in one filter do not affect the available options in others.

1. Date Range (Working Date)
   • Filters the report based on the date(s) team members actually worked on tasks (i.e., logged time).
   • Does not reflect the task creation or completion date; rather, it reflects the timeframe in which hours were tracked.
2. Member
   • Allows you to select which team member(s) to view.
   • Tasks without any logged hours for the selected date range are not displayed.
3. Projects
   • Filters tasks by one or more projects.
   • If no projects are selected, tasks from all projects appear (subject to the Date Range and Member filters).
4. Display Options
   • Round off hours: Rounds logged hours to the nearest 15-minute increment.
   • Display time in employee time zones: Shows each user’s logged hours in their local timezone.
   • Include out of limit time: Includes hours that exceed any set daily or weekly limit.
   • Exclude billable time: Hides tasks/hours flagged as billable.
   • Exclude non-billable time: Hides tasks/hours flagged as non-billable.
   • Group tasks by name: Groups identical task names together (helpful if the same task name appears under multiple projects or team members).
5. More Actions
   • Export to CSV: Downloads the current table view in CSV format.
   • Export to XLSX: Downloads the current table view in Excel format.
   • Print: Prints the report in its current view.

Default Behavior

• By default, the Tasks Report may open to the current week or a system-defined default date range.
• If no filters are applied, the report displays all tasks with logged time during the default date range.

3. Metrics & KPIs

1. Count Tasks
   • Shows the number of tasks currently displayed in the table (i.e., after applying the chosen filters).
2. Total Time
   • The sum of actual hours logged for all tasks in the report (not rounded).
3. Rounded Hours
   • The sum of hours logged, rounded to the nearest 15 minutes if Round off hours is selected.
   • When rounding is disabled, this metric typically matches the Total Time (aside from small differences in minutes/seconds).