Client Task History Report

Keep track of your clients' tasks

Rocio Solis avatar
Written by Rocio Solis
Updated over a week ago

The new Client Task History Report allows you to see easily which tasks have been completed on your clients' visits.

Go to a client's profile and click the Task History tab:

To view specific tasks, use the Filter by task field:

View the Values column to see the details of the task, including links to any photos etc.

You can choose how many tasks appear on the page using the field at the bottom of the report:

Use the Actions button to print or download the report:

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