With Jugl’s Scheduled Task Reports, managers, HR teams, and executives can automate performance tracking, monitor task progress, and optimize workload distribution—all without the need for manual data collection. 🚀

Important to Note: Jugl’s Task Reports only track internal task progress—you can’t track calls made to clients, and only colleague-to-colleague calls are recorded.

📌 Automate Performance Tracking – Get scheduled reports delivered automatically.

📌 Monitor Productivity Trends – Gain insights into task completion rates and overdue assignments.

📌 Improve Accountability – Ensure tasks are distributed efficiently and employees stay on track.

📌 Reduce Bottlenecks – Identify delayed tasks and reassign work as needed.

Jugl’s Task Reports provide automated insights into individual and team performance.

📍 Key Metrics:

✅ Tasks Completed – Number of tasks finished in the reporting period.

✅ Task Status Breakdown – Pending, In Progress, and Completed tasks.

✅ Time Spent on Tasks – Track estimated vs. actual completion time.

📌 Example: A team lead receives a weekly Task Report showing completion rates and overdue assignments, allowing them to adjust workloads.

Tracking overdue tasks helps managers prioritize urgent assignments and keep projects on track.

📍 Key Metrics:

✅ Overdue Tasks – Tasks past their due date.

✅ Allotted Task Time – Estimated vs. actual completion time.

✅ Task Creation & Update Time – When tasks were assigned and completed.

✅ # of Days Overdue – Identify long-pending tasks.

📌 Example: A project manager receives a daily report highlighting overdue tasks, enabling quick action to meet deadlines.

Tracking how work is distributed helps prevent burnout and optimize team efficiency.

📍 Key Metrics:

✅ Active Tasks Per Employee – Identify overloaded vs. underutilized employees.

✅ Task Priority Levels – Understand how urgent vs. routine tasks are handled.

✅ Completion Speed Trends – Compare employee efficiency over time.

📌 Example: An HR manager schedules monthly reports to analyze employee workloads and task efficiency trends.

Jugl’s Scheduled Task Reports are automatically generated and delivered based on your preferences.

📌 How to Set Up a Scheduled Task Report:

📂 Step 1: Navigate to Reports in the left-hand menu.

📅 Step 2: Select Scheduled Reports and choose Task Reports.

⚙ Step 3: Customize your report settings:

🔹 Choose Report Frequency (Daily, Weekly, or Monthly).

🔹 Select Date Range & Filters (Team, Status, Assignee).

📩 Step 4: Set recipients and schedule the report for automatic delivery.

📌 Example: A department lead schedules weekly reports to monitor ongoing projects without manually checking each task.

📂 Project Managers – Keep track of task completion and overdue assignments.

📊 HR Teams – Use data for performance reviews and employee engagement tracking.

📈 Executives & Leadership – Gain high-level insights into company-wide productivity.

📌 Schedule Reports Weekly or Monthly – Keep track of performance trends without manual effort.

📌 Compare Individual & Team Reports – Spot top performers and those needing support.

📌 Use Reports for Coaching & Development – Provide data-backed feedback during reviews.

📌 Set Up Automated Alerts – Ensure task delays are flagged immediately for action.

📌 Example: A team lead reviews automated reports every Monday to ensure no tasks are falling behind.

Now that you know how Scheduled Task Reports work, log in to Jugl and start using automated reports for smarter task tracking! 🎉

🔗 Try Task Reports in Jugl Now! Let’s Jugl it! 🚀