'I want to see a list of all tasks in open matters' Report Key

This report will only display pending Tasks. If a Task has been completed, it will not appear. Any Tasks not assigned to a Client : Matter will be grouped together at the bottom of the report. Deleted Tasks will be removed from this report. 

Report Columns

  • Tasks: This column displays pending Tasks, grouped by Matter. 
  • Created By User: This column displays the user who created the Task. 
  • Assigned to User: This column displays the user who the Task is assigned to.
  • Created Date: This column displays the creation date of the Task.
  • Due Date: This column displays the due date of the Task. If no due date is assigned 'N/A' will appear. 
  • Billable Units: This column displays the amount of billable units assigned to the pending Task.