Overview
This report provides visibility into task-level productivity, quickly identifying bottlenecks and opportunities to improve operational efficiency.
It helps onboarding teams understand:
How many tasks are in progress, completed, or stuck
Where onboarding work is slowing down
Whether customers are moving through onboarding on time
💡 This view is especially useful for managers who want a high-level snapshot of onboarding health without digging into individual projects.
Available Filters
Use filters to narrow the report and focus on what matters most:
Customer – View tasks for a specific customer or account
Project Status – Filter by onboarding stage (e.g., Cancelled, Done, Late, On Hold, On Time, and Pending)
Task Status – Focus on Not Started, In Progress, Stuck, Sign Off, Done, and Not Applicable tasks
Project Tags – Group onboarding projects by type, region, or priority
Task Tags – Identify specific onboarding activities (e.g., training, setup)
Task Responsibility – See tasks by Internal, Customer, or Partner responsibilities
Task Start Date / Due Date – Track work planned or due in a specific timeframe
Project Start Date / End Date – Analyze tasks within projects that started within certain timelines
Project Forecasted End Date – Analyze tasks within project that are forecasted to be completed within a certain timeframe
These filters help teams quickly isolate risks and delays in customer onboarding.
What question does each card answer?
Total Tasks
“How much onboarding work do we currently have?”
Shows the total number of onboarding-related tasks across all customers and projects.
Active Tasks
“How many onboarding tasks are currently in progress?”
Helps assess workload and whether teams are actively moving customers forward.
Completed Tasks
“How much onboarding work has been finished?”
Indicates progress and momentum across onboarding projects.
Stuck Tasks
“Where is onboarding blocked?”
Highlights tasks that are not moving forward, signaling potential risks to customer timelines and which tasks may need clearer instructions.
Best Practices
Check stuck tasks daily to prevent onboarding delays before they impact customer experience
Filter by customer during onboarding reviews to spot risks early
Use task tags to identify common onboarding bottlenecks (e.g., approvals, integrations)
Monitor forecasted end dates to ensure customers go live on time
Consistent use of this report helps onboarding teams stay proactive instead of reactive.
FAQs
Who should use this report?
Customer onboarding managers, implementation leads, and operations teams responsible for onboarding progress.
How often should I review this report?
Daily or weekly during active onboarding periods, especially for high-priority customers.
What does a “stuck” task mean?
A stuck task typically indicates work that hasn’t progressed as expected and may require attention or escalation. These are tasks in a "Stuck" status.
Can I use this for a single customer onboarding?
Yes. Use the Customer filter to focus on one account and monitor onboarding health in real time.
How does this improve operational efficiency?
By quickly identifying delays, overloaded teams, and bottlenecks, teams can take action earlier and keep onboarding on track.