At SimpleLegal, we understand that managing tasks is at the heart of every successful matter. That's why we're thrilled to introduce our latest upgrade to the task management experience - a suite of enhanced reports designed to give you unparalleled visibility and control over every aspect of your workflow.
Task Health Report: Proactive Management at a Glance
The Task Health report is your command center for preemptive task management. It provides a comprehensive snapshot of task statuses across your team, allowing you to immediately identify bottlenecks and prioritize efforts. Visualize task distribution with pie charts and bar graphs to quickly gauge progress and stay ahead of deadlines.
Task Progress by Assignee: Personalized Accountability
Zoom into individual performance with our Task Progress by Assignee report. This detailed view breaks down tasks for each team member, categorized by status - from 'Not Started' to 'Completed.' Use this data to better support your team, offering help where needed or recognizing outstanding performance.
Task Productivity by Assignee: Optimizing Workloads
The Task Productivity by Assignee report takes a deep dive into the effectiveness of your team's workflow. Track upcoming, overdue, and completed tasks to ensure balanced workloads and prevent burnout. This report is the tool you need to make informed decisions about resource allocation and project planning.
Why These Reports Matter
- Targeted Insights: With data broken down by assignee and task status, you can pinpoint issues at both a macro and micro level.
- Actionable Data: Real-time metrics mean you can make adjustments on the fly, rather than waiting until the end of a sprint or project.
- Customizable Views: Filter by date, assignee, or task type to tailor the reports to your specific needs.
- Improved Collaboration: Share these insights with your team to foster an environment of transparency and collective responsibility.
Ready to Explore?
Clients already on the Max Matter Management plan can dive into these robust task reports to start exploring these valuable insights - no further action needed. You can find these reports by going to the Matters category under Reports > Standard in SimpleLegal.
If you haven't yet enabled tasks, activate this feature to start reaping the benefits. Not currently on the Max Matter Management plan? Contact your CSM to upgrade and transform your project oversight with our latest task management tools.