Lede: Use a related-report + chart to surface leads that have no open tasks so you can spot and recover potentially abandoned prospects quickly[1]. This method builds a Leads-based report that includes related Tasks and filters for empty task records, then turns that result into a dashboard chart[1].
Why this matters
Leads without any open tasks are easy to miss in list views and dashboards, and they can represent lost follow-up opportunities[1]. A report that includes both leads with tasks and leads without tasks lets you identify those gaps in one place and create a chart for quick monitoring on a dashboard[1]. Beam Help — independent expert support for Zoho, not official Zoho support[1].
Step-by-step
Step 1. Create a new report and set Leads as the primary module so each row represents a lead[1].
Step 2. Add Tasks (or the Tasks child module) as a related module to the report and choose the Inclusive relationship so the report returns leads that have tasks as well as leads that don’t[1].
Step 3. Add a filter that targets the Task subject (or the equivalent Task identifier) and set the filter to test for empty or blank values so only leads with no task entries appear in that slice[1].
Step 4. Run the report to confirm it returns lead records that either have no related tasks or have empty task fields, and adjust columns as needed to show Lead Name, Lead Status, Owner, and Last Activity date[1].
Step 5. From the report result, build a chart (for example a simple count by Owner or by Lead Status) so you can add a visual widget to a dashboard and track the volume of leads with no open tasks over time[1].
Step 6. Add the chart to a dashboard and place it where reps and managers will see it daily; use the dashboard to drive follow-up or assign ownership for cleanup[1].
Common pitfalls
- Choosing a non-inclusive (exclusive) relationship will omit leads that have no task rows and so won’t show the abandoned leads you want to find[1].
- Filtering the wrong task field (for example a custom task field instead of Subject) can return no results; confirm you filter the Task Subject or the field that is blank when no task exists[1].
- If you build a chart directly from a list view instead of from this inclusive report, the chart may not be able to represent leads with no related tasks reliably[1].
What to check
- Confirm the report uses Leads as the primary module and Tasks as the related module with the Inclusive relationship selected[1].
- Verify the filter is set to target Task Subject (or the blank task field) so empty task entries are selected[1].
- Make sure the chart is created from the report results and is added to a dashboard that your team checks regularly[1].