Task report

Russell B. Updated by Russell B.

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The Task Report provides a detailed breakdown of all the line items and specifics for each task within your schedule. It also includes a work summary, along with a section to date and sign the document for tracking purposes. The report can be used as a work order, item shopping list, category report, or a scope of work report. The Task Report includes the following information:


  • Company Details: Company name, logo, address, phone number, email
  • Project Details: Project name, start date, client’s name, address, email, phone number
  • Task Details: Task name, description, associated line items (group/item, description, activity, quantity), line for date and signature

Use the following steps to generate the Task Report.

Note: The Task Report can be generated from both the project schedule and the company schedule. A schedule must be created before the Task Report can be generated. For more information, see our Scheduling overview document.
  1. From within a project, select Schedule.
  2. Select the desired task.
    XRScheduleTask
  3. Select the Download PDF icon. A .pdf file downloads.
    Note: If needed, edit the fields in the Details tab prior to generating the report. Items can also be removed from the Attached Items list or readded from the Available Items list.
    XRDownloadPDFIcon

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