Daily & Weekly Team Task Summary Examples

Stay on top of associate deliverables without status meetings by scheduling automated end-of-day and weekly task summaries straight to partner inboxes.

Starting a Scheduled Digest

Open Reports and (1) click + Add Periodic Report.

Example 1: Weekly Team Productivity Digest (Fridays)

• (1) Report Name: Weekly Staff Tasks & Deadlines Digest
• Report Type: Tasks & Deadlines (or Activities & Time)
• Frequency: Weekly | Date Range: Past 7 Days | Format: Excel (.xlsx)
• (2) Recipient Email: Enter partner emails and save.

Example 2: End-of-Day Completed Task Recap

• (1) Report Name: Daily Team Task Recap
• Report Type: Tasks & Deadlines
• Frequency: Daily | Date Range: Today | Format: PDF