Work reports
Send a daily, weekly or monthly report of what you did, and read and rate the reports your team sends.
A work report tells your manager what you did in a day, a week or a month. The CRM fills it in for you from your tasks: what you finished, what you logged time on, and tasks you chose to put on the report. You add a few lines in your own words and send it. The reader accepts it or sends it back, and can add a rating.
Turn work reports on
An owner or admin chooses how often reports are made:
- Open Settings → Workspace.
- Under Work reports, choose Every day, Every week or Every month. Off turns reports off.
- Under read by, choose who reads them. With the person's team head, else owners and admins, each person's report goes to the head of their team, or to the owners and admins if they have no team head. Or choose the person's team head, else followed by a name: team heads still read their own team's reports, and that person reads the reports of everyone who has no team head.
When a period closes, people who have not sent a report for it get a reminder.
Send your report
Open My Tasks and the Work report tab.
- Check the tasks listed for the period. Press remove on any that should not be there.
- Write a few lines in the box under the list: what went well, what got stuck, what is next.
- Press Send report. The line beside the button says who it goes to.
The report gathers the tasks you are responsible for that you finished in the period or logged time on, and your open tasks with Goes on the work report ticked. To put a task on your report, tick On my work report under Options on the task.
The badge beside the period shows where the report stands: Not sent, Sent, Accepted or Sent back. The same words show in Earlier reports and in Reports sent to me. Use the arrows beside the period, or click one in Earlier reports on the right, to look at earlier periods. If a report is sent back, the reader's note shows at the top; change what is needed and press Send again.
Read your team's reports
Owners, admins and managers see two buttons on the Work report tab: My report and Reports sent to me. Owners and admins see every report in the workspace there.
- Press Reports sent to me and click a report.
- Read the summary and the tasks. Click a task to open it.
- Give a rating from one to five stars if you like, and write A note back (optional).
- Press Accept, or Send back to ask for changes.
The person sees your rating and note on their report.