Notifications
Clear all
1 Answer
22/02/2021 12:38 pm
Hello Loida!
Thank you for your interest in Task Manager.
What type of Task Summary Report are you looking for per Account? We already have a few options:
1. The Tasks Due Next Card on the Account Profile page helping managers see what tasks are due next for the account
2. The Fulfillment report section in the Executive Report, showing your clients how much work your fulfillment team is doing for them:
Do these help? What else can we add that will help you and your team?
92
Points
