Task Report

The Cloudica™ Task Report serves as the centralized administrative dashboard for team managers and supervisors. It provides authorized leaders with high-level visibility into team-wide deliverables, allowing them to track Active and Completed Tasks across multiple rosters, manage individual user workspaces, and ensure overall team productivity from a single interface.

Why Task Management Is Important for Leaders

Maintaining a clear view of team tasks helps managers handle daily operations by:

Balancing Team Work: It provides a real-time view of what each team member is working on, making it easier to distribute assignments evenly and keep projects moving forward.
Centralizing Team Assignments: Managers can create, assign, and update Tasks directly for their team from one place, ensuring everyone is on the same page with deliverables.
Handling Project Shifts: Supervisors can quickly modify, adjust, or reopen Tasks when project requirements change, ensuring the team pivots to new targets without losing track of their previous progress.
Verifying Proof of Work: By linking Tasks to the Daily Report submissions, managers get clear, reliable documentation of what was completed, making it easy to review performance and verify results.

Functional Overview

The Task Report table displays simple tracking columns to help monitor your team's current work progress:

Team Rosters: The table automatically populates with the names of all users belonging to the specific manager's team.
Task Metrics: Dedicated columns show the exact count for both Active Tasks and Completed Tasks currently assigned to each team member.
Alphabetical Sorting: Table rows are organized alphabetically based on the user's last name. You can sort the list by clicking the Ascending or Descending quick-buttons on the left panel.
Data Filters: Managers who supervise multiple teams can filter the view by using the Filter Data by Team option on the upper left panel.

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Administrative Privileges

The Task Report Table allows you to open individual task records. By clicking on a team member's name in the table layout, authorized managers can:

Create and assign new tasks directly to team members.
View, edit, and update the completion status of tasks assigned to your team.
Modify tasks assigned to your team by peer managers.
Delete tasks that you personally created or assigned.

Navigating to the Task Report Table

Follow these steps to access the Task Report view and open a team member's active task workspace:

Click your avatar in the upper-right corner of the web dashboard.
Click Manage Tasks on the User Menu to open the Task Report view.
Click on the name of the user whose Task List you want to access. You can use the Search bar to quickly find a specific user.

Check out our companion guide on How to Manage and Track Team Progress with the Task Module to learn the step-by-step process for creating, editing, deleting, and prioritizing team tasks.