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Task Overview report
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== Step-by-Step Instructions == Upon accessing the '''Task Overview report''', you will see several sections filled with essential information: ### 1. Report Filters Located at the top of the report are filter options that allow users to customize their view. The filters include: * **Related to**: Choose the type of task (Any, Contact, Deal) * **Task Types** * **Task Outcome** * **User Groups** * **Task Owner** * **Task Created** * **Task Due** * **Task Completed** Specific filters are also available depending on whether you choose a Contact or Deal task as your focus. Each filter defaults with certain values (e.g., the **Task Created** filter is set for the past 14 days). ### 2. Top Key Performance Indicators (KPIs) Beneath the filters, the report showcases the top KPIs which include: * **Total Tasks**: Reflects all tasks based on the specified time period. * **Completed Tasks**: Displays the count and percentage of "Complete" tasks. * **Overdue Tasks**: Shows tasks that are not complete past their due dates. * **Open Tasks**: Lists tasks that remain incomplete as of the current date. ### 3. Task Summary Graph Under the KPIs, you will find a line graph illustrating task performance over the selected time frame. This graph features KPIs such as: * Tasks opened * Tasks completed * Tasks overdue * Tasks completed late * Tasks completed on time Hovering over any data point reveals additional insights, while clicking on points provides a downloadable table in CSV format. ### 4. Task Summary Charts The report includes donut charts that visualize task distribution over time. Key charts include: * **Task Status**: Represents the breakdown of tasks by status (Open, Completed, Overdue). * **Task Types**: Provides insights into standard and custom task types. * **Task Outcomes**: Visualizes different outcomes derived from tasks. * **Task Sentiment**: Indicates task sentiment as Positive, Negative, or Neutral. Similar to the graph, hovering and clicking on elements offers more detailed information. ### 5. Task Outcome by Rep Graph Displays various sentiments (Positive, Negative, Neutral) categorized by Task Owner, aiding in identifying which individuals may require additional support or training based on their performance. ### 6. Task Outcome Sentiment by Rep Table A numerical representation of the graph, this table lays out the number and percentage of sentiments per Task Owner. ### 7. Rep Task Outcome Details Table This table further elaborates on the task outcomes for each individual Task Owner, specifying sentiment counts and corresponding percentages.
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