Overview
Task and activity reports help teams understand what follow-up work is planned, who is responsible, and where important actions may be delayed.
Typical use: These reports are useful in sales meetings, support meetings, and daily activity review.
Where to find it
Path: Reports > Relationship Management > Tasks.
Use this path from the main QBM window. If the command is not visible, confirm that the user has access to the related module and permission for that screen.
Reports Covered
| Report | Use It For |
|---|---|
| Tasks by Assigned To Report | Review follow-up workload by the person responsible. |
| Tasks by Category Report | Review task types or business categories. |
| Tasks by Item Report | Review task activity linked to a product or service item. |
| Tasks by Job Report | Review tasks linked to a project or job. |
| Tasks by Location Report | Review activity by branch or service location. |
| Tasks by Owner Report | Review record ownership and accountability. |
| Tasks by Priority Report | Review urgent versus routine follow-up work. |
| Tasks by Status Report | Review whether activities are open, completed, or still pending. |
Common Filters
| Field Or Option | What It Means |
|---|---|
| Date / Date Range | Limits the report to the activity period being reviewed. |
| Assigned To / Owner | Focus the review on responsibility and follow-up accountability. |
| Status | Review open, completed, or pending work. |
| Priority | Separate urgent activity from routine work. |
| Category / Item / Job / Location | Review tasks from the business angle that matters most. |
When To Use Which Report
- Use by Assigned To for daily control of team workload.
- Use by Status to clear delayed or incomplete activities.
- Use by Priority to monitor urgent follow-up work.
- Use by Job or by Item when CRM work supports projects or products.
Best Practice
- Close or update tasks as soon as work is completed.
- Review overdue activities separately so urgent follow-up is not missed.
- Use these reports together with lead, opportunity, and case reports for a full CRM view.
Important: Task reports are only useful when activities are updated consistently. If the team leaves tasks open after completion, the report will overstate workload.