Employee Tasks Report 

Employees (mostly, providers) can set up tasks for themselves (to further guest management) so as to keep track of all their action items. This goes a long way in ensuring the smooth running of your business.

Tasks may also be auto-created such as say, when guests do not come in for their scheduled appointments or when guests cancel appointments. In both these cases, the task is for the provider to call such guests and schedule appointments at the next convenient date.

When to Use this Report?

Use this report to:

  • View a quick summary of employee tasks to get an overview of their action items.
  • Check the high priority tasks and their Due Dates.
  • Glance over tasks that are in Open status and decide on the next steps.
  • View tasks of terminated employees – this way, you don’t lose track of tasks of employees who were terminated. You can also reassign these tasks to other employees.

Table of Contents

Important Notes

  • Ensure that you turn on the Employee Tasks report from the organization level (Admin > Organization > Organizations > Reports tab > Employee > Other Reports > Tasks).

Navigation

Follow these steps to run the report:

  1. Ensure that you are at the center for which you want to run the report.
  2. On the main menu, click the Employee tab.
  3. On the Employee Dashboard, click Other Reports > Tasks.
    The report opens in a new tab.
  4. Make your selections in the filter criteria and click Refresh
    Best Practice: To view all columns of the report, we recommend that you always export the report.
  5. Use the Excel or CSV icons on the top right corner to export the report.

Filter Criteria

Criteria Options Description
Task Owner Name -All Owners
-List of all employees who have the relevant permissions to view and create tasks
Select the name of one or more employees for whom you want to see the Tasks report. You may also select All Owners to view the report for all the task owners
 Task Source  – All Sources
– Manual
– No-Show
– Cancellation
Specify if you want to view data for tasks created manually or for tasks created automatically for No-Shows and Cancellations.
Status – Any Status
– Open
– Closed
Specify whether you want to see tasks that are still pending (Open) or those that are Closed, or all tasks.
 Time Period – This month
– 2 months
– 3 months
– 6 months
– Custom
Based on your requirement, from the drop-down list, select either today, last 7 or 14 days, 1, 2, 3, or 6 months.

You can alternatively choose Custom from the list and specify custom dates.

Note: For custom dates, you can view data for a maximum date range of 6 months at a time.
Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Column Descriptions

Column Description
Task Name The name of the task.
Example: Cancellation on Invoice# SGE536749 (auto-created tasks appear in this format) or Follow Up on Diet Plan (a manually created task).
Descriptions Shows the description of the task.
Note: Appears only when you export the report to Excel.
Task Owner Shows the name of the employee who owns the task.
Guest Name Shows the name of the guest related to the task.
Status Shows the status of the task such as Open (if the task is still Pending or In Progress) or Closed (if the task is completed)
Due Date Shows the due date of the task. Ideally, the task must be completed by this date.

Due date is the actual date of appointment (for No show, typically both, Due Date and Created On dates are the same, but for Cancellations, the Due Date and the Created On date could vary as guests can cancel any time before the appointment).

Priority Shows the priority of the task such as Low, Medium, High.
For auto-created tasks, the priority is set to High by default.
Task Source Shows the source of the task – such as whether the task was created manually or whether the task was created automatically when guests miss out on scheduled appointments (No-Shows) or when guests cancel appointments (Cancellations).
Center Shows the name of the center where the task was created.
 Created By Shows the name of the employee who created the task. If the task is auto-created based on No-Shows and Cancellations, the name of the provider associated with such an appointment appears in the Created By field.
Note: Appears only when you export the report to Excel.
Created On Shows the date on which the task was created. This is the date on which the appointment was a no-show or was canceled.

If the task is auto-created based on appointment No-Shows and Cancellations, the date on which the appointment was a no-show or was canceled is considered as the Created On date.
Note: Appears only when you export the report to Excel.

FAQ

Q. How do I identify auto-created tasks?
A: The task name has a clue in it. All auto-created tasks appear in the format ‘No Show/Cancellation <Invoice Number>’. Another clue is the name that appears in the Created By – for auto-created tasks it reads Zenoti; for other tasks it gives the provider name.

Q: When I create a task, what is the status and how can I change it as it progresses?
A: When you create a task, the status is Open. Currently, there are only two statues – Open and Closed.

Q: How do I close a task?
A: Move the task to Closed status once the task is completed.

See Also