Managing Team Workload – Task Reports

Managing Team Workload – Task Reports
The Tasks Reports in Momentum AMS provide insight into the status, priority, and distribution of work across your team. These reports help you track progress on assigned tasks, identify bottlenecks, and ensure workloads are balanced. By monitoring task activity, managers can improve productivity, meet deadlines, and maintain a clear picture of operational performance.

Accessing Task Reports

From the Interactive Reports menu, select Tasks.
Choose from the available report types:

Task Status & Priority Reports

By Status – View open, in-progress, completed, and overdue tasks.
By Priority – Identify tasks marked as high, medium, or low priority.

Assignment & Responsibility Reports

By Assigned – See all tasks assigned to a specific team member.
By Supervisor – View tasks managed or overseen by a particular supervisor.
By Creator – Track tasks created by specific users.

Organizational & Workflow Reports

By Category – Review tasks grouped by predefined categories such as "Renewals" or "Claims."
By Location – Monitor tasks by agency office or service location.
By Tag – Filter tasks using custom tags for project-specific tracking.
By Work Group – View workload distribution across teams.

Task Aging Reports

By Stale Days – Identify tasks that have gone inactive without updates.

Filtering for Insights

Apply filters to drill into specific task sets:

Date Range – Focus on tasks created, updated, or due within a certain time frame.
Assigned User – Analyze the workload of individual employees.
Priority Level – Quickly find high-priority items.
Category or Tag – Narrow focus to specific projects or workflows.

? Example: Use Tasks by Status and filter for "Overdue" to see which assignments need urgent attention.

Sorting and Grouping

Sort by Due Date to address the most urgent work first.
Group by Assigned to balance workloads between team members.
Group by Category to monitor project progress.

Exporting Results

Click Export to create shareable task lists for team meetings.
Save filtered report views for recurring operational reviews.

Best Practices

Review Tasks by Stale Days weekly to keep workflows moving.
Use By Priority reports to ensure high-importance work is completed on time.
Pair By Status with By Assigned to ensure workload is distributed fairly.
Tag tasks consistently to improve search and filtering.