---
schema_version: "1"
id: f357218d20b603ff6cf528864d49b814b155b6213de7dd9bc31b147e4ee59ca7
title: Optimize Tasks as a Manager
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/essentials_manager_tasks.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.essentials_manager_tasks.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 503da7af8b0449c6a7feeb25a6f68f6a33126d03688488e89514c3ce13cdef9e
description: As a manager, you can use tasks to align business processes and monitor productivity.
products:
  - Cross Cloud
release: "264"
---
# Optimize Tasks as a Manager

As a manager, you can use tasks to align business processes and monitor productivity.

Keep your team organized with group tasks. You can create one to-do list item, and then assign it to multiple individual users or a predefined group. For example, help ensure that all employees take HR compliance training or send a promotion to their managed accounts. Group tasks can be recurring, such as for a monthly team meeting or a quarterly revenue review. Assigning the same task to everyone keeps the team aligned and efficient.

You can check team productivity in two ways.

- Create an All Open Tasks or All Overdue Tasks report see a birds-eye view of employee productivity. Show these reports to your team to indicate how they’re doing with task management. You can stay on top of this report data week over week with email notifications.
- Want to dive into individual tasks and leave comments to a user? List views bring report data to life with the ability to access each to-do list item and then follow up.

- **[Build an "All Open Tasks" Report](https://help.salesforce.com/s/articleView?id=xcloud.essentials_open_tasks.htm&release=264.0.0&type=5)**  
    Create an All Open Tasks report to see how many open tasks your team must complete by a certain date, week, or month. You can compare these numbers weeks over week to see improvements or declines in productivity.
- **[Build an "All Overdue Tasks" Report](https://help.salesforce.com/s/articleView?id=xcloud.essentials_overdue_tasks.htm&release=264.0.0&type=5)**  
    Create an All Overdue Tasks report to see the volume of past due tasks. You can compare these numbers week over week to see improvements or declines in productivity.

#### See Also

- [Start Using Tasks](https://help.salesforce.com/s/articleView?id=sales.creating_tasks.htm&type=5&language=en_US)