How do I see all of the tasks assigned to one staff?

Q:  How do I see tasks assigned and/or completed to staff? 

A:  There are two options to get a report of everything assigned to one or more staff.

Option 1:

  1. From Scheduling Calendar or List --> Actions button, choose View and Send Task Lists.
  2. Enter a date range and choose employees, then click Apply.
  3. You can view and print from here

Option 2:

  1. From Scheduling List click Advanced Filters 
  2. Choose the staff and click Apply.
  3. Then from the Actions button choose Print and Export Tasks

To run a report to see completed tasks. 

  1. Reports --> Task History
  2. Choose the staff and click Submit.
  3. Print or Export to CSV.