Task and Workflow Reporting Print

Modified on: Mon, 14 Oct, 2019 at 12:40 PM

Natero provides task and workflow reporting to give you more visibility into where and how your team is spending their time. Both are located under the Team Performance dashboard.

The Tasks reporting allows you to quickly see how many tasks that are outstanding, overdue or closed etc. for each individual CSM over a selected time period. You can also view a list of tasks filtered by any CSM, status, task type and time period in a more condensed table view.

The Workflows reporting includes trends around how you and your team has been doing with workflows in terms of hitting the target (days overdue or ahead of the target date), average time it takes to complete a workflow and how many workflows are started and completed in each period.

You can also drill down to each individual milestone as well as each individual CSM to gain more insight on where you can further improve your process and how you can better allocate the resources.

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