We want to tidy up our onboarding processes as we have several tasks that have not been marked as completed by the responsible parties. Are there any reports available for this?

Modified on Mon, 10 Feb at 5:08 PM

You can generate an overview in Excel by going to the process module and selecting "Manage Processes → Process Overview/Task Overview."

Once inside one of the overviews, you’ll need to make some selections. In my attachment, I have chosen all categories and status → All. Each column has up/down arrows for sorting, so I sorted the Status column to group statuses together.

After that, click "Export" and open the Excel file.

The report unfortunately does not show when a task was completed, only the deadlines. However, you can check this by opening a process or task. At the top, there is a field called "Completed by", which shows who completed the process/task and when it was done.

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