Current incomplete tasks
Record grain: task
Date basis: As of latest refresh
Rules: One contributing record per typed ID
Activity · Google Sheets sample
GoHighLevel Tasks & Notes report template
Inspect current task completion, overdue work, and dated note counts. This view helps a team understand workload without inventing a productivity score.
Tasks & Notes
Invented sample · Fixed as of October 13, 2026 · USD · America/Chicago
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Current incomplete tasks7As of latest refresh
Current overdue tasks2As of latest refresh
Currently completed tasks1As of latest refresh
Notes added2Recorded date in selected period
Current tasks by completion
View chart data
| Group | Value |
|---|---|
| Incomplete | 7 |
| Completed | 1 |
Notes added over time
2026-10-01–2026-10-13 · Daily · Note created date
View chart data
| Group | Value |
|---|---|
| 2026-10-01 | 0 |
| 2026-10-02 | 1 |
| 2026-10-03 | 0 |
| 2026-10-04 | 1 |
| 2026-10-05 | 0 |
| 2026-10-06 | 0 |
| 2026-10-07 | 0 |
| 2026-10-08 | 0 |
| 2026-10-09 | 0 |
| 2026-10-10 | 0 |
| 2026-10-11 | 0 |
| 2026-10-12 | 0 |
| 2026-10-13 | 0 |
| Task | Customer | Responsible person | Due date | Current status |
|---|---|---|---|---|
| Call about estimate | Olivia Bennett | Alex Morgan | 2026-10-08 | Incomplete |
| Confirm service details | Noah Davis | Jamie Chen | 2026-10-09 | Incomplete |
| Prepare appointment | Ava Wilson | Sam Rivera | 2026-10-10 | Complete |
| Send quote | Liam Carter | Alex Morgan | 2026-10-13 | Incomplete |
| Call about estimate | Mia Patel | Jamie Chen | 2026-10-13 | Incomplete |
| Confirm service details | Ethan Brooks | Sam Rivera | 2026-10-13 | Incomplete |
| Prepare appointment | Sophia Lee | Alex Morgan | 2026-10-14 | Incomplete |
| Send quote | Lucas Reed | Jamie Chen | 2026-10-14 | Incomplete |
What the metrics mean
Current overdue tasks
Record grain: task
Date basis: As of latest refresh
Rules: One contributing record per typed ID
Currently completed tasks
Record grain: task
Date basis: As of latest refresh
Rules: Completed flag is not a dated completion event
Notes added
Record grain: note
Date basis: Recorded date in selected period
Rules: One contributing record per typed ID
Required data and boundaries
- Contact tasks
- Dated note metadata
- Contacts
A current completed flag is not a dated completion event. Notes are counted by their recorded dates; no note bodies or unsupported employee rankings are exposed.
Task completion is a current flag; there is no completed-in-period chart without a completion timestamp. Note metadata only; note bodies are not required for reporting.
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