Tasks Reports & Saved Views

Go to the "Reports" section and select "Tasks."
Utilize the various filters available to narrow down the task reports by account status, collection, partnership type, and completion status.
Use the "Group By" feature to organize the report based on different criteria such as collection or partnership.
Utilize the search function to find specific tasks based on keywords or terms.
Take actions such as marking tasks as complete, exporting the information, or saving the view for future reference.

Ensure that the filters are correctly set to obtain the desired task reports.
Double-check the actions taken on tasks to avoid any unintended changes or deletions.
Save views carefully to avoid confusion or duplication of reports.

Experiment with different filter combinations to customize the task reports according to specific needs.
Save frequently used views to streamline the process of accessing relevant task reports.
Utilize the search function effectively by using specific keywords to quickly locate tasks of interest.

The objective of this article is to guide team members on how to pull task reports across all partnerships using the Trak platform.