Tasks report (v1)
A task is an action item auto created, for example, when guests do not turn up for their appointments or when they cancel appointments. In such situations, the task is to call these guests and schedule future appointments.
Center managers can use this report to view the action items of all employees at the center. They can check the high priority tasks and their due dates and also view tasks of terminated employees; this way, they don't lose track of tasks of employees who were terminated. They can also reassign these tasks to other employees.
Note
Auto-created tasks appear in the format ‘No Show/Cancellation - Invoice Number’ with Zenoti as the task creator.
At the organization or center level, click the Reports icon.
On the Reports page, search for and select the Tasks report.
If the report has many columns, scroll horizontally to the right or left to view all columns.
To view specific data on the report, select the desired filters. For more information, refer to report features on Zenoti.
Click Refresh.
Column description
Column | Description |
Task Name | Task name |
Descriptions | Shows the description of the task. |
Task Owner | Employee who owns the task |
Guest Name | Guest related to the task |
Status | Status of the task |
Due Date | Due date of the task |
Priority | Priority of the task For auto-created tasks, the priority is set to High by default. |
Task Source | Source of the task – such as whether the task was created manually or automatically when there are no-shows and cancellations |
Center | Center where the task was created |
Created By | Employee who created the task If the task is auto-created based on a no-show or cancellation, this columns is the provider associated with the appointment. |
Created On | Date on which the task was created If the task is auto-created for a no-show or cancellation, this date is the date on which the appointment was a no-show or was canceled. |