Task Dashboard

One grid of the tasks that still need attention, across every job: the columns, the Status checklist filter, sorting, and saved layouts.

What the Task Dashboard shows

The Task Dashboard is a report of the tasks that need attention. It only shows the tasks that are currently relevant, meaning any task that meets at least one of these:

  • Any task that hasn’t been marked as Completed.
  • Tasks scheduled for a future date.
  • All tasks from a Task Plan whose job is still in progress.

Accessing the Task Dashboard

On the dashboard, in the Tasks / Scheduling card, click Task Dashboard.

The Task Dashboard opens as a grid of all your relevant tasks. A counter in the top right corner, reading “Showing 2 of 2 tasks” in the screenshot below, tells you how many rows your filters have left and how many tasks the dashboard holds altogether.

Task Dashboard
Every task that still needs attention, across every job. Overdue turns red and Completed turns green, so the rows to act on stand out.

Features

Understanding the Columns

The dashboard has these columns:

  • Related to: The job number. Click it to open that job’s page.
  • Reference: The Project Name of the task’s job.
  • Client: The client for the job.
  • Project Manager: The person in charge of the job.
  • Task: The name of the task. Click it to open the Task Plan.
  • Scheduled: The date the task is scheduled to begin.
  • Time: The specific start time for the task, if one has been set.
  • End: The date the task is scheduled to be completed.
  • Status: This tells you the current state of the task. Its column-menu Filter is a checklist of these values rather than the usual operators:
    • Not Started: The task is waiting to be started.
    • In Progress: The task is currently being worked on.
    • Completed: The task is finished. The cell is highlighted in green.
    • Blocked: The task can’t be started yet because other tasks it depends on are not complete.
    • Unscheduled: The task is marked schedulable but has not been put on the calendar yet, so its Assigned to cell is empty. Schedule it from the Task Scheduler and the status changes to the task’s own.
  • Task Due: The deadline for the task.
  • Overdue: Shows Yes if the task is past its due date but not yet completed. The cell is highlighted in red.
  • Assigned to: The person responsible for completing the task.
  • Office: Hidden to start with. Tick it under Columns in any column menu to show it.

Customizing Your View

The Task Dashboard is a report grid: sorting, filtering, choosing columns, grouping, templates and Export to Excel are all described on Report Grids.

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