Tasks report
The Tasks report shows tasks across all your projects in one table, with totals at the top. Use it to answer cross-project questions, such as “what is overdue for this client?” or “what is each person working on this week?”.
At a glance
| What it is | A cross-project task table with summary cards, filters, grouping and export |
| Where to find it | Reporting > Tasks |
| Who can use it | People with access to Reporting |
What the page shows
The page title includes the number of tasks that match, for example “All Tasks (128)”. Summary cards above the table count tasks such as total, completed, in progress, overdue and unassigned. Check Include Archived to add archived projects, Refresh to reload, or use the reset button to clear all filters.
How to filter the report
Open the filters and choose from these lists:
| Filter | What it narrows |
|---|---|
| Teams | Tasks from selected teams |
| Projects | Selected projects |
| Status | Task status |
| Priority | Task priority |
| Assignee | People the task is assigned to |
| Client | Projects linked to a client |
| Labels | Tasks with those labels |
| Phase | Tasks in those phases |
You can also search by task name, task key or description.
How to group and sort
- Open the Group by list.
- Choose Project, Status, Priority, Assignee, Due Date or Phase.
Click a column heading to sort the rows.
How to choose columns
Click Show Fields and tick the columns you want. Options include Key, Project, Status, Priority, Assignees, Start Date, Due Date, Created, Completed, Last Updated, Days Overdue, Estimated, Logged, Overlogged, Phase, Labels, Progress, Subtasks and Client. The Task column is always on.
How to export
Click Export and choose Export to CSV or Export to Excel.
Best practices
- Group by Assignee and add the Days Overdue column for a quick overdue review, because both are computed from the same filtered set.
- Narrow with filters before exporting, since the export uses your current filters, search and sort.
- Add Estimated, Logged and Overlogged together when checking estimates, so you can see overruns next to the plan.