# My Tasks Report
Personal CRM task board for reminders assigned to the logged-in user, filtered by due date. Includes KPI summary cards, inline Mark Done and Snooze actions, plus export and print.
Overview
Open from CRM → Reports → My Tasks Report.
Lists CRM reminders and tasks assigned to you, filtered by due date. Overdue rows (due in the past, not done or cancelled) use warning styling.
Empty state: No tasks found for the selected period.
Pagination: 500 items per page.
Use Cases
- Daily stand-up — Review open tasks due today or this week.
- End-of-day cleanup — Mark done or snooze remaining items.
- Manager export — Print or export your task list for records.
Filters
| **Filter** | **Location** | **Options** |
|------------|--------------|-------------|
| Date range | Header | Due date. Default: current month. |
| State | Header dropdown + Advanced Filter | All, Open, Pending, In Progress, Snoozed, Done, Cancelled. Default: Open. |
| Type | Header dropdown + Advanced Filter | All, Call, Meeting, Follow Up, Task, Custom. |
| Priority | Advanced Filter only | All, Low, Normal, High. |
| Lead | Advanced Filter | Autocomplete. |
| Customer | Advanced Filter | Autocomplete. |
| Opportunity | Advanced Filter | Autocomplete. |
Good to know: Type, Priority, Lead, Customer, and Opportunity filters appear in Advanced Filter but are not applied server-side on this report. Date range and State filters are applied. Use the main Reminders list for full filter support.
KPI Cards
Summary cards shown when data is loaded. Backend totals ignore the State filter so badge counts stay stable:
| **Card** | **Shows** |
|----------|-----------|
| Total | All assigned reminders |
| Open | Pending + In Progress + Snoozed |
| Pending | pending state |
| In Progress | inProgress state |
| Snoozed | snoozed state |
| Done | done state |
| Cancelled | cancelled state |
Table footer: Total: {count} tasks
Columns
| **Column** | **Shows** |
|------------|-----------|
| Due Date | Formatted due date and time. |
| Type | Call, Meeting, Follow Up, Task, Custom. |
| Title | Reminder title. |
| Owner Type | Lead, Customer, Opportunity, or — |
| Owner | Lead company, customer name, or opportunity number (clickable). |
| State | Coloured state label. |
| Priority | Coloured priority label. |
| Notes | Notes content. |
| Actions | Mark Done, Snooze (hidden when printing). |
Actions
| **Action** | **Description** |
|------------|-----------------|
| Generate | Refresh report. |
| Export | Excel export — file name My Tasks Report. |
| Print | Print view with header MY TASKS REPORT, date range, count, company name, printed date. |
| Advanced Filter / clear | Apply or reset filters. |
| Row click | Opens reminder view modal. |
| Owner click | Opens Lead, Customer, or Opportunity view. |
| Mark Done | Shown when state is not done or cancelled. |
| Snooze | Opens snooze modal. |
FAQ
Why don't Type or Lead filters change the results?
Those Advanced Filter fields are not applied server-side on this report. Filter by date range and State for reliable results, or use the Reminders list.
What is the difference from My Tasks inbox?
My Tasks inbox (Reminders → My Tasks inbox) is a list view with done/snooze row actions. My Tasks Report adds KPI cards, export, print, and a report layout.
Do KPI cards respect the State filter?
No. KPI summary cards at the top reflect all reminders in scope for the date filter — use the State filter on the table rows below.
What date field does the report use?
Due date drives which reminders appear in the selected range, not created date.
Why are results capped?
The report paginates at 500 rows. Narrow the date range or filter by State for smaller result sets.
Can I export overdue reminders?
Yes. Set State to overdue styling context via filters, then Export to Excel or Print from the report actions.
Does this report sync with Field Sale App My Tasks?
Both show CRM reminders assigned to the user. Field users see mobile actions on Field Sale App — My Tasks; this web report adds KPI cards and export.