Summary
Learn how to create a PDF report of tasks due today. You can do this by filtering your task list, selecting the required tasks, and using the PDF export option.
Daily task reports provide a printable list of tasks that are due today or overdue. By applying task filters and exporting the results to PDF, you can create a simple report for review, distribution, or record-keeping.
To print a list of daily tasks:
- Go to: Tasks from the sidebar
- Apply the following filter options:
- Due Date: Today
- Status: Overdue and Incomplete (optional)
- Select all tasks by ticking the checkbox to the left of the Task Subject/Date column
- Click Save to PDF
- Your task report will be generated as a PDF file that you can print
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