HubSpot: How to Run Late Task Reports

Please reference this support article to learn how to access reports and run a late task report on the CRM platform, HubSpot.

1. Login to TOCA email with the appropriate credentials. 
2. Open “Late Tasks by Center” daily email summary to see the reports. 
   
   
3. 
4. Click on one of the graphs or select the "View in HubSpot" link. 
   
5. Login to HubSpot with the appropriate credentials. Select any columns for your location to identify Late Tasks by Priority and Type.
   1. The goal for each day should be to finish with all tasks types at zero.
6. Once you select a task column, inspect the CREATE DATE-DAILY column to verify that tasks are being completed in the target timeline.
   1. Tasks should be reviewed by the Center Team on an hourly basis.
   2. High Priority Tasks should be completed within 2 hrs of task creation.
   3. Med/Low Tasks should be completed by EOB each day. 
7. Ensure that all tasks are scheduled to be completed by Department Managers and GSRs on the Daily CRM Planner.