Task Manager Report

If you want to track how efficiently your team is completing assigned tasks, the Task Manager Report in BigContacts provides a clear way to do that. It helps you measure performance against benchmarks you set using Service Standards—the number of days a task should take from assignment to completion.

This report is especially helpful for managers who want insight into team productivity and task completion trends.

What is a Service Standard?

When creating custom tasks in the Admin section under Task Module, you can enter a “Service Standard”—the expected number of days to complete a task. Once tasks using these standards are assigned and completed, the system collects data you can view in the Task Manager report.

This allows you to:

• Monitor average completion times

• Identify delays

• Spot patterns in missed deadlines

How to Access the Task Manager Report

1. Go to the Reports tab in your account.

2. In the right panel under Standard Reports, look for the section titled Activity Reports.

3. Click on Task Manager.

Running the Report

Once you're in the Task Manager:

1. Choose a Time Period:
   Use the drop-down menu labeled “Select a period when tasks were assigned” to filter the report by month, quarter, or open tasks.

2. Select a View Option:
   Use the radio buttons to choose whether to view:

   • Tasks from the selected month (default)

   • Tasks from this quarter

   • All currently open tasks

3. Click the orange Submit button.

If there is data matching your selected parameters, the report will display a table showing task completion metrics compared to the set service standards.

 

Exporting or Printing the Report

You can save a copy of your Task Manager report for records or analysis:

To Print:

• Click the Print icon (next to the Submit button).

• Choose Print using system dialog (the wording may vary based on your operating system).

To Export as PDF:

• From the system print dialog, select Save as PDF instead of printing.

• Save the file to your computer.

Please contact our support team if you encounter any issues or have any questions.