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  • 1.  Task List Reports

    Posted 03-09-2021 10:01
    I am loving the task list templates, but wondering if there is a report or dashboard that I can use upon log in to see what is due that day/week. I would like to see status and updates based on the due date of the task - not the event itself - since I often have overlapping events. Is such a thing available? Any insights would be greatly appreciated.
    #ReportingandInsights

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    Mesha Goodwill
    Senior Marketing Event Specialist
    Faegre Drinker Biddle & Reath LLP
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  • 2.  RE: Task List Reports

    Posted 03-12-2021 15:54
    Hi Mesha,

    Within Cross Events > Cross Event Reports, there is a report titled "Event Task Details" that returns a list of tasks added to specific events within a specific date range. This list also displays the status of each task. You can adjust the date range and pull in additional fields as needed. I would recommend sorting the report by the  "due date" field, so you can see which tasks have upcoming due dates first. Running Cross Event Reports


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    Julia Plymack
    Lead Client Success Advisor
    Cvent
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    Original Message