This article is part of Task Management and covers the Task Dashboard.
The Task Dashboard shows users a high-level overview of task completion performance at the user's location(s). The dashboard shows the number of guide tasks and request tasks that are overdue, due today, or that were not completed. It also shows the guide task history by day, including the total and available guide tasks completed.
The data on the dashboard can be filtered by location, assignee, or task tag.
Article Topics:
Navigation
 | The task dashboard can be accessed by clicking Tasks Dashboard from under Task Management in the left navigation menu. |
Task Dashboard
| Field | Description | |
 | Location Selector | Filters the Task Dashboard data by location. Users can select one, multiple, or all locations from this selector. The data shown on the dashboard will reflect the tasks that are assigned to the selected location(s). |
 | Assignee Selector | Filters the Task Dashboard data by assignee. Users can select one, multiple, or all assignees. Assignees may be individual users or user roles. The data shown on the dashboard will reflect the tasks that were assigned to the selected user(s)/user role(s). From this selector, users can also select Unassigned, which will show the data based on the unassigned tasks. |
 | Tags Selector | Filters the Task Dashboard data by tag. Users can select one, multiple, or all tags. The data shown on the dashboard will reflect the tasks that have been assigned the selected tag(s). From this selector, users can also select No Tag, which will show the data based on the tasks that have no tag assignments. |
 | Guide Tasks Info | Shows the guide task information. This includes the following:
Clicking a number in this section will drill down on the value, opening a detailed breakdown of the tasks that factor into the value. |
 | Request Tasks Info | Shows the request task information. This includes the following:
Clicking a number in this section will drill down on the value, opening a detailed breakdown of the tasks that factor into the value. |
 | Guide Task History Bar Graph | The guide task history represented by a bar graph. The dates represented will be at the top of the graph. The graph details are as follows:
 Note: The graph, by default shows the last 7 days. However, users can change this using the date selectorin the right corner of the graph. |
 | Date Selection | Selects the date parameter for the bar graph. Users can select from the following options:
|
 | Available Completed | Percent of available tasks that have been completed. |
 | Overdue | Number of overdue tasks. |
 | Expired | Number of expired tasks. |
 | Total Completed | Percent of total tasks that have been completed. |
 | Guide Task History Table | Information from the Guide Task History shown in table form. This table lists each selected location along with the following columns:
As with most smart grids, this table also allows users to perform the following functions:
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- Search for specific keywords.
- Save/edit table views.
- Show, hide, or reorganize columns columns.
- Edit row height to be smaller or larger. This function is accessible from the menu
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- Export the table to a .csv file. This function is accessible from the menu
- Refresh. This function is accessible from the menuDrill Down on Tasks
Users can drilldown on the values shown in the Guide Tasks or Request Tasks information panels by clicking any number from either section. Drilling down on a value will show users additional details associated with the value. Learn more about drilling down on tasks on the Task Dashboard here.