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Client Tasks Report
Client Tasks Report

Track all outstanding and recently completed client requests

Amanda Aparicio avatar
Written by Amanda Aparicio
Updated this week

Making sure that your clients are sending in the information your team needs to complete their work is imperative if you want to continue to hit your deadlines. The Client Tasks report makes it easier for you to track your outstanding client requests.

Just like Capacity Management, you can find the Client Tasks report in your "Reports" tab.

It will list out all the projects with client tasks on them. By default, tasks that have not yet been completed by the client will show. You also have workflow filters to quickly locate open client tasks for specific team members, clients, and more.

Clicking on the Project Title takes you directly to the Project page so that you can easily view the client requests.

Lastly, clicking on the checkboxes allows you to bulk update reminders sent to clients, so that you can easily modify the cadence at which your clients receive notifications to complete their tasks.

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