The Task Management report helps you understand how work is progressing across your onboarding projects. Use it to monitor task volume, identify blocked or overdue work, review upcoming workload, and investigate task patterns that may put customer timelines at risk.

For onboarding and Professional Services teams, this report helps answer a practical question:

Where is work getting stuck, and what needs our attention?

Use the Task Management report to understand:

This report is especially useful for managers and delivery leaders who need to review task-level progress across multiple projects without opening each project individually.

Filters help you narrow the report to the projects and tasks that are relevant to the question you are trying to answer.

Available filters include:

You can combine filters to make the report more useful for a specific review.

For example, an onboarding leader preparing for a weekly customer review could filter the report to a particular Customer, then use Task Status to focus on tasks that are In Progress or Stuck.

Start with the summary metrics to understand the size and current state of your task workload.

Question it answers: How much task work exists across our projects?

Total Tasks counts all tasks, regardless of task status or project status.

Use this metric when you want a broad view of overall task volume. Because it includes all tasks, it should not be interpreted as the amount of work your team still needs to complete.

Question it answers: How much task work is still active across our ongoing projects?

Active Tasks counts tasks that:

Use this metric to understand the amount of outstanding work associated with active projects.

Question it answers: Where is work currently blocked?

Stuck Tasks counts tasks with a Stuck status and excludes tasks associated with projects that are Pending, Cancelled, Done, or On Hold.

Use this metric to identify blocked work within active projects that may require attention from your team.

Question it answers: How much task work has been completed or is no longer required within our active projects?

Completed Tasks counts tasks with a status of Done or Not Applicable and excludes tasks associated with projects that are Pending, Cancelled, Done, or On Hold.

Use this metric when reviewing task completion across work that is still actively being delivered.

Note: Because tasks marked Not Applicable are included, Completed Tasks represents work that has either been completed or is no longer required—not only tasks completed through a Done status.

Question it answers: How much active task work currently has no assignee?

Unassigned Tasks counts tasks in active projects where Is Assigned is False.

A task is considered assigned when it has at least one assignee who is still on the project.

Use this metric to identify ownership gaps that may require follow-up.

The weekly metrics help you separate work that is coming due from work that has recently been completed.

Question it answers: How much work is scheduled to be due during the current work week?

This metric counts tasks in active projects whose due dates fall within the current work week.

Use it to understand your near-term workload and identify work that may need attention before the week ends.

Question it answers: How much internally owned work is due this week?

This metric focuses the current week's due work on tasks with Internal responsibility.

Use it when preparing an internal delivery review or checking what your own team needs to complete next.

Question it answers: How much customer-owned work is due this week?

This metric counts tasks with Customer responsibility in active projects whose due dates fall within the current work week.

Use it to identify customer action items that may require follow-up during the week.

Question it answers: How much internally owned work was completed this week?

This metric counts Internal tasks in the Done category whose task status change date falls within the current work week.

Use it to review recent internal task completion.

Question it answers: How much customer- or partner-owned work was completed this week?

For this metric, External includes tasks with Customer or Partner responsibility.

It counts those tasks when they are in the Done category and their task status change date falls within the current work week.

Use it to understand how much externally owned work has moved to completion during the week.

The overdue section helps you answer two related questions:

Overdue Tasks by Project shows overdue tasks for active projects and breaks the results down by task status.

Use this chart to identify projects with the largest concentrations of overdue work and to understand the current status of those tasks.

The chart can include task-status categories such as Not Started, In Progress, and Stuck, depending on the tasks represented in the results.

Question it answers: How much task work is currently overdue?

Overdue tasks have an end date before the current date and are not marked Done or Not Applicable.

The metric is scoped to active projects.

Question it answers: How much customer-owned work is overdue?

This metric counts tasks that:

Use it to identify customer action items that may be affecting project progress.

Question it answers: How much overdue customer work already has an identified assignee?

This metric focuses overdue customer tasks on work that is assigned to a user.

Use it to distinguish assigned customer action items from overdue work that may also have an ownership gap.

Question it answers: How much internally owned work is past its scheduled end date?

This metric focuses on tasks with Internal responsibility where the current date is later than the task's end date.

Use it to identify internal work that may require follow-up or replanning.

The project-level charts help you move from a portfolio-wide overdue count to the projects contributing to that number.

Customer Overdue Tasks by Project narrows the same type of analysis to overdue tasks with Customer responsibility.

Use this chart to identify projects where overdue customer action items are concentrated and whether that work is not started, in progress, stuck, or represented by another applicable task status.

The summary metrics tell you how much overdue work exists. These charts help you see where it is happening.

The Top 5 tables help you look beyond individual tasks and identify task templates that repeatedly show signs of delivery friction across projects.

Unlike the current-state task metrics, these tables use historical occurrences. A task can contribute to these tables even when its current status or timing has since changed.

This table highlights task templates whose tasks have been marked Stuck frequently across projects.

For example, if tasks created from the same template were marked Stuck in three different projects, those three occurrences are counted even if the tasks are no longer currently stuck.

Use this table as a starting point for reviewing task templates that may need attention. Frequent stuck occurrences can be a reason to review the task's dependencies, instructions, ownership, or placement within your project template.

The table also provides supporting values such as the number of stuck occurrences and usage information to help you compare patterns across templates.

This table highlights task templates whose tasks have frequently been completed late.

It looks at historical late completions for tasks created from the same template rather than only at tasks that are currently overdue.

Use it to identify task templates where the expected timing may deserve review or where the surrounding delivery process may require attention.

This table highlights task templates whose tasks have frequently been completed earlier than scheduled.

It looks at historical early completions for tasks created from the same template.

Use it to identify tasks whose scheduled duration may be longer than teams typically need and determine whether the template timing should be reviewed.

Note: These tables identify patterns worth investigating. A frequent stuck, late, or early pattern does not by itself explain why the behavior occurred.

Use the drilldown table to investigate the individual tasks behind the report.

Every column in the drilldown table can be sorted and filtered, allowing you to narrow the results to the projects, tasks, owners, dates, statuses, or other attributes relevant to your investigation.

The columns appear in the following order:

Important: Status Explanation is not available to customer or partner users. Queries that attempt to select, filter, or sort using this field are not permitted for those users.

The dashboard tells you where a pattern exists. The drilldown helps you determine which individual tasks are contributing to it.

For example, when investigating stuck or overdue work, you can:

The drilldown provides context for investigation. Review the underlying task and project before deciding why a pattern occurred or what action your team should take.

These are suggested reporting practices rather than product requirements.

Start broad, then narrow the investigation. Use the summary metrics to find an area that needs attention, then move into the project charts or drilldown instead of reviewing every task individually.

Use Stuck Tasks as an investigation starting point. A task with a Stuck status signals that work has been identified as blocked. Use the drilldown for additional context, then review the underlying task before deciding why it is blocked or what should happen next.

Separate current problems from recurring template patterns. The summary metrics and overdue charts help you investigate current work. The Top 5 tables help you identify task templates that repeatedly become stuck or finish earlier or later than expected.

Use the weekly metrics to prepare for short-term delivery conversations. Reviewing work due and completed this week can help your team focus its meeting on immediate commitments rather than the entire task portfolio.

Filter before drawing conclusions. A portfolio-wide number can combine different customers, project types, regions, or delivery motions. Narrow the report to the population you actually want to evaluate before comparing results.

Be clear about what “completed” means. The Completed Tasks metric includes both Done and Not Applicable tasks. Keep that calculation in mind when discussing delivery progress.

Remember how active projects are scoped. Task Management metrics that are scoped to active projects exclude projects that are Pending, Cancelled, Done, or On Hold.

Use Is Assigned to find ownership gaps. Filter Is Assigned to False when you need to find tasks without a current qualifying assignee.

Build the review around a decision. Instead of reviewing every number on the dashboard, begin with a question such as, “Which active projects have blocked or overdue work that we should discuss this week?”

A Stuck Task is a task with a Stuck status that belongs to an active project.

For these metrics, active projects exclude projects that are Pending, Cancelled, Done, or On Hold.

The metric identifies the task's status. It does not determine why the task became stuck, so review the drilldown and underlying work before deciding what action to take.

Active Tasks is limited to active projects.

Tasks marked Done or Not Applicable are excluded, along with tasks belonging to projects that are Pending, Cancelled, Done, or On Hold.

The Completed Tasks calculation includes both Done and Not Applicable task statuses.

A Not Applicable task may not represent work that was performed, so Completed Tasks represents work that has either been completed or is no longer required within active projects.

No. Task Management metrics that are scoped to active projects exclude projects that are Pending, Cancelled, Done, or On Hold.

Total Tasks is different because it counts tasks regardless of project or task status.

External includes tasks with Customer or Partner responsibility.

The metric counts those tasks when they are in the Done category and their task status change date falls within the current work week.

Filter Is Assigned to False in the drilldown table.

A task is considered assigned when at least one assignee is still a member of the project.

Assignee Name is empty when the task has no assignee.

When multiple people are assigned to the same task, their names appear on the task's row in alphabetical order, separated by commas.

Days Open measures the time since the task was created.

The value includes decimals and is recalculated through the current time, so it can change when the report is viewed again. Once the task is done, the field is empty.

The Top 5 Tasks Marked Stuck table uses historical occurrences.

If a task created from a template was marked Stuck in a project, that occurrence remains part of the template's history even if the task later moves to another status.

The same historical approach applies to task templates that have been completed early or late.

Status Explanation is not available to customer or partner users.

Internal users can use the field to review free-text context associated with a task's current status when an explanation has been provided.

Yes. Use the Customer filter to focus the report on a specific customer.

You can combine it with filters such as Task Status, Task Responsibility, or task dates to narrow the report further.

If the standard Task Management report does not answer the question your team needs to investigate, you can create a custom report using the available GUIDEreports widgets.

The report-building experience includes additional task-focused widgets that are separate from the standard Task Management report described in this article.

See Report Building with GUIDEreports to learn how custom reports work, what each widget shows, and how GUIDEreports permissions differ by license type.