How to use the Tasks tab in Report

Quick answer

Switch to the Tasks tab in Report. Each row is one task with its client, topic, assignees, duration, dates, and status. Click any row to open the task. Add optional columns through the Properties button — including Billing type, Estimation, and Client code.

Who can do this

• All team members can view the Tasks tab filtered to their own data. Available on all plan levels.
• Company Admins and Company Owners can view tasks across all team members.

Opening the Tasks tab

1. Select Report from the main navigation menu.
2. Click the Tasks tab.

The tab shows a flat list of all tasks matching the current filters. Each row shows the client, task title, topic, assigned members, importance and extra-work flags, total duration, start and due dates, and task status.

Opening a task from the report

Click any row to open the full task view. Use this to review task details, check time entries, or make updates without leaving the report workflow.

Adding optional columns

Click the Properties button in the toolbar to add or remove columns. Optional columns include:

• Task description
• Client code
• Client default person
• Billing type
• Billed date
• Project
• Estimation (h)
• Decimal-hour variants of each time column

Useful filter combinations

• Which tasks are not billed yet? — filter by Client, set Task status to Done, add the Billing type filter.
• Which tasks are overdue? — filter by Member, set Task status to Active, sort by due date.
• What did a specific member work on this month? — filter by Member and set a monthly date range.

Troubleshooting

The Tasks tab shows no results

Check all active filters. The Member filter defaults to your own account — change it to see other team members’ tasks. Also verify the date range covers the expected period.

Clicking a row does not open the task

If a task was deleted or archived, the row may still appear in the report but the task may no longer be accessible.

Billing type column is not visible

Click Properties and enable the Billing type column. Confirm the Billing feature is active for your company — if billing is not enabled, billing-related columns may not appear.

Estimation column shows 0 for all tasks

Estimations are optional. If team members did not set estimations on their tasks, the column shows 0. The feature must also be enabled in company settings before the estimation option appears on tasks.