Tasks Dashboard

This guide explains, straightforwardly, what each card and chart on your dashboard shows and how to use that information in day-to-day work.

Current Summary (always shows what is still open)
Does not depend on a date filter. It's the βX-ray of now.β
Cards
Pending Tasks β how many have not started yet. (e.g.: 0)
Tasks In Progress β already started and still open. (e.g.: 66)
Overdue Tasks β open tasks that have passed their deadline. (e.g.: 14)
Due Today β deadlines that expire today. (e.g.: 0)
Due This Week β deadlines that expire by Sunday. (e.g.: 0)
No Due Date β open tasks without a defined date (warning: tend to become overdue). (e.g.: 51)
Charts
Tasks by Type β what your backlog consists of (e.g.: βOtherβ, βBugβ, βMeetingββ¦).
Tasks by Stage β pending Γ in progress (helps spot bottlenecks).
Tasks by Priority β low, medium, high (what is most critical now).
Tasks by Assignee β who has the most open items.
How to use: start with Overdue, then Due Today, and then High priority. If there are many No Due Date, set dates.

Period Statistics (changes with the date filter)
Use the buttons Today / This Week / This Month / This Quarter. In the screenshots, βThis Week.β
Cards
Tasks Created β how many were opened in the period. (e.g.: 1)
Tasks Completed β how many were finished in the period. (e.g.: 0)
Average Completion Time β average time to complete the tasks created in that period. (e.g.: 0 hours)
Completed On Time β completed within the deadline. (e.g.: 0)
Completed Late β completed after the deadline. (e.g.: 0)
Completed Without Due Date β completed tasks that had no date. (e.g.: 0)
Charts
Tasks by Assignee β who received/closed the most tasks in the period.
Tasks by Type β mix of what was worked on.
Tasks by Priority β distribution by criticality.
Tip: in the right corner there is Export Tasks to generate a file for the filtered period.

User Tracking
Automatic list of tasks per person, ordered by due date, with legend:
Red: overdue and not completed.
Green: completed successfully.
No color: in progress within the deadline.
How to use: ideal for objective follow-ups and for balancing workload across the team (who has more tasks and which are due first).
Done! With these points, you read the panel in seconds: the Current Summary tells you what to tackle now; the Period Statistics show the result for the chosen range; and the User Tracking helps organize who does what and when.
Last updated
Was this helpful?