Task Overview report

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Task Overview report

Introduction

The Task Overview report in ActiveCampaign provides valuable insights into contact and deal tasks, helping users track performance and identify areas for improvement among task owners. This report is particularly significant as it allows account admins and relevant user groups to obtain an overview of task statuses, ultimately assisting in more effective sales engagements and coaching opportunities.

How to Access the Task Overview Report

Accessing the Task Overview report can be done through two straightforward pathways within the ActiveCampaign interface:

1. Click Reports located in the left menu. 2. Click Deals. 3. Click Task Overview.

Alternatively, you can follow these steps:

1. Click Deals located in the left menu. 2. Under Reports,, click Task Overview.

Once you navigate to the report, it will load and display data for deal and contact tasks created within the last 14 days.

Step-by-Step Instructions

Upon accessing the Task Overview report, you will see several sections filled with essential information:

1. 1. 1. 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).

1. 1. 1. 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.

1. 1. 1. 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.

1. 1. 1. 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.

1. 1. 1. 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.

1. 1. 1. 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.

1. 1. 1. 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.

Configuration Options and Settings

When utilizing the Task Overview report, several parameters can be configured for a tailored experience. The configuration options include:

• **Task Types**
• **Task Outcome**
• **User Groups**
• **Task Owner**
• **Task Created**
• **Task Due**
• **Task Completed**

Utilizing these options effectively can help in filtering and pinpointing specific areas of interest within your team's performance.

Best Practices and Tips

To maximize the effectiveness of the Task Overview report, consider the following best practices:

• Regularly update the filter settings to capture the most relevant data.
• Monitor KPIs closely to identify trends in task performance.
• Utilize the insights from the graphs and charts to coach specific team members based on detailed outcomes and sentiments.
• Consider exporting data into CSV files for deeper analysis and reporting needs.

Troubleshooting

Should you encounter issues while accessing the Task Overview report, consider the following steps:

1. Ensure that you have the necessary permissions to view Deal Reports. Refer to the user permissions article for guidance. 2. If the report fails to load, try refreshing your browser or checking your internet connection. 3. Verify that you are looking at the correct time frame settings in the report filters.

FAQ

1. Who can access the Task Overview report?

The Task Overview report can be accessed by account admins and other user groups that have permission to view Deal Reports.

2. What types of tasks are included in the report?

The report includes both contact and deal tasks created within the last 14 days.

3. How can I filter the report data?

You can filter the report using various options such as Task Outcome, User Groups, Task Owner, and specific task dates.

4. What performance metrics can I track?

You can track metrics like Total Tasks, Completed Tasks, Overdue Tasks, and Open Tasks, along with their respective percentages.

5. Can I export data from the report?

Yes, you can download detailed information as CSV files from various graphs and tables in the report.

6. Is the Task Overview report interactive?

Yes, the report is interactive. You can hover over data points or click them for more details and further insights.

7. What should I do if I cannot see my tasks in the report?

Check your filter settings to ensure the correct time frame and task types are selected. Also, confirm your user permissions to view the report.

For more information about related features, consult the respective documentation in ActiveCampaign. ```