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  2. Participants Without Tasks Report

Participants Without Tasks Report

The Participants Without Tasks Report finds active Participants with no task dated in the selected period.

Where to Find It

  1. From the left-hand menu, select Reports.
  2. Under Participants, select Participants Without Tasks.

Choose the Period

The Date filter opens on the current week, Monday to Sunday. Choose another date range or use a preset for the last or current week, fortnight, month, quarter or year.

A Participant is listed when all of these are true:

  • The Participant is active.
  • The Participant was created on or before the end of the selected period.
  • The Participant has no task dated within the period.

All Participants and My Participants

Use Participants to switch between:

  • All Participants, if you have permission to view all tasks.
  • My Participants, which uses the Participants assigned to you.

If you cannot view all tasks, the filter is hidden and the report shows My Participants.

Search and Filters

Search matches a Participant's full name. You can also narrow the report by:

FilterWhat it shows
Primary CoordinatorParticipants with the selected Primary Coordinator, or Unassigned. Available when you can view all tasks, and applies in either Participants view.
Service CoordinatorParticipants with the selected Service Coordinator on a Service, or Unassigned. Available when you can view all tasks, and applies in either Participants view.
RegionParticipants in the selected Regions, including an Unassigned option. Available when Regions are enabled and you can view all Regions, and applies in either Participants view.
TeamParticipants coordinated by members of the selected Teams. Available when you can view all tasks and all Teams, and applies in either Participants view.

Understanding the Results

The report lists the Participant and, in All Participants, their Primary Coordinator. It opens sorted by Participant name. Select either column heading to change the sort.

Open the action menu at the end of a row and select View Tasks to review or add tasks for that Participant.