How can I view the history of Completed Task of our team members

Max Classic
1

Hi there,

We use tasks and once completed , I do not know how to review them from a list. I know I can go on individual contacts and still see on each individual contact the Completed task. But how can I see the Completed task of a Keap Team member, lets say someone completed 20 task in 1 day, how can I go back to check those 20 task, is there a list , search foncution for completed tasks?

Thank you,
Cristian

2

Under ‘Admin - Reports’ you can run a Task/Note report where you can view what has been completed by specific individuals or all.

1 Like
3

Thank you Jeff, I knew it must be a simple solution, I missed to look in the Admin Reports