Summary
Learn how to create and export a list of overdue tasks using Tasks & Appointments. This helps you identify outstanding work and generate task reports for follow-up and review.
You can use Tasks to identify overdue tasks and generate a report for review, follow-up, or printing. Filtering tasks by due date and status allows you to quickly locate outstanding work across your task list.
To create an overdue task list:
- Go to: Tasks
- Select a due date range
- To view tasks that are overdue by any number of days, choose a current or past date range
- Select Overdue as the task status
- Tick the checkbox at the top of the task list to select all displayed tasks
- Click Save to PDF to generate a task report
The Select All option only selects the tasks currently displayed on the screen. If you have more than 20 tasks, increase the entries per page to a number greater than the total tasks you want to include before selecting all records.
Articles in this section
- Understand and apply task workflows
- Filter and sort tasks in Task Manager
- Manage tasks across Listings, Appraisals and Contacts
- Transfer tasks in bulk to another consultant
- Create a list of overdue tasks
- Generate a task report
- Bulk delete tasks
- View and manage tasks
- Add a new task
- Use task to generate letters and emails