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Users who are part of an Action Plan in the Improvements Module

  • May 14, 2020
  • 1 reply
  • 9 views

dalvarado_cmi

An action plan within the improvements module can have multiple people assigned to the different tasks. Is there a way to generate a report that would allow us to see which users are currently assigned a task and balance work loads based on this? or even to see how many tasks are late and who is responsible for each?

1 reply

Penny
Nintex Employee
  • Nintex Employee
  • September 21, 2020

There is no specific report for this, you can adjust the filters in the Improvement register and export this list to PDF/CSV.  Or you could use the Reporting API for the Improvements add on to produce reports showing this information.