Overdue tasks
See all tasks that were due last week but are still open grouped by assignee for easy follow-up.
I want to see all tasks that were due last week but are still open so I can follow up and get them back on track. This workflow helps me stay on top of overdue work.
Follow these steps:
1. Check my task management system or CRM for all tasks that had a due date in the last 7 days (last week) and are still marked as open or incomplete.
2. For each overdue task, pull the following information:
- Task name
- Assignee (who the task is assigned to)
- Original due date
- Days overdue
- Associated client, project, or opportunity if applicable
- Priority level if available
- Any notes or updates on the task
3. Group tasks by assignee so I can see each person's overdue items together.
4. Within each assignee's group, sort tasks by original due date with the oldest first.
5. Send me a summary email organized with the following information:
- Total number of tasks overdue from last week
- Breakdown by team member (e.g., "5 tasks assigned to Sarah, 3 to David, 2 to me")
- List of tasks grouped by assignee with details for each:
* Task name
* Original due date
* Days overdue
* Associated client/project/opportunity
* Priority level
* Any notes or context
- Highlight any high-priority or client-facing tasks that need immediate attention
- Recommendation to follow up with assignees to understand blockers and get tasks completed or rescheduled
Have questions or want to see a demo?
Create a custom workflow
Every team works differently. If you don’t see a workflow that fits your flow, Quin can help. Describe what you want to happen, and Quin will turn it into a ready-to-run workflow.
