How to Track All Tasks and Actions Completed
The Productivity Report now includes two dedicated tabs for the Task Manager — one for tracking tasks, and one for tracking the individual actions taken to resolve them. Both cover the date period shown at the top of the report.
Task Manager Tasks tab
This tab gives you a full list of every task created during the report period, one row per task. For each task you can see:
The customer it belongs to and the task title
The task type, priority, and current status
The owner assigned to the task
When it was created and when the SLA was due
Whether the SLA was met
When it was resolved, who resolved it, and the resolution written at close
The total time it took to resolve from creation to completion
This is the right tab to use when you want to understand how many tasks were opened versus completed in a period, how long resolution is taking, and whether your team is meeting SLA targets.
Task Manager Actions tab
This tab shows every action that was created across all tasks — the individual steps your team took to resolve each one. For each action you can see:
The customer and parent task it belongs to
The action type and its current status
Who the action was assigned to and who assigned it
Whether the action was created by the AI or manually by a user
When the action was created, when it was due, and when it was completed
Who completed it and how long it took from creation to completion
This tab is most useful for managers who want to understand team workload, action completion rates, and how quickly individual actions are being turned around. You can also use it to see what proportion of actions were AI-generated versus manually created.
Filtering the report
Both tabs include filter options. You can narrow the data by date period, customer, task type, status, owner, or assigned user — for example, all completed actions assigned to a specific team member in May, or all tasks where the SLA was not met.
Other ways to track completed work
If you want a live view rather than a report export, the Task Manager itself has a Completed status filter that shows all resolved tasks in real time. You can save that as a named view — for example "Completed This Month" — so it's always one click away. Each completed task also retains a full timeline of every communication and action taken, which serves as the audit trail for that customer.
