All To-Dos Report (admin)
Administrators have access to a report of all the to-dos across workflows that have been assigned within their organization. Click on Workflows within Company Info and select the All To-Dos Report to access this report.
In the All To-Dos Report, you will see a series of columns that provide the pertinent data about each workflow to-do item that has been assigned in PerformYard. Some of these fields are sortable or filterable and include:
- Subject - The person responsible for completing the workflow.
- Workflow - The parent Workflow that includes the task to be completed.
- Actor - The person responsible for completing the specific to-do item or task.
- Action - The action or task to complete.
- Due Date - The date the to-do item or task was due.
- Complete Date - The date the to-do item or task was completed.
- Status - The current status of the to-do item or task.
Above the report, there is an option to download the list of to-do items as a comma-separated-value (.CSV) file.