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. 



TABLE OF CONTENTS




The task dashboard can be accessed by clicking Tasks Dashboard from under Task Management in the left navigation menu.



Task Dashboard






FieldDescription
Location SelectorFilters 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 SelectorFilters 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 SelectorFilters 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 InfoShows the guide task information. This includes the following:
  • Number of overdue guide tasks
  • Number of guide tasks due today
  • Number of guide tasks that failed and were not completed
Request Tasks InfoShows the request task information. This includes the following:
  • Number of overdue request tasks
  • Number of request tasks due today
  • The total number of request tasks
Guide Task History Bar GraphThe 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:
  • The horizontal axis shows dates. 
  • The vertical axis shows the number of tasks. 
  • Green represents completed tasks. 
  • Light gray represents tasks that have been assigned but are not yet completed.
Hovering over a bar section will show users the exact number of tasks completed or assigned as well as the date.
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 SelectionSelects the date parameter for the bar graph. Users can select from the following options:
  • Last 7 Days - The last 7 business days, including the current business day.  
  • Week - The current week according to the operational calendar configured in R365.
  • Period - The current period according to the operational calendar configured in R365.  
Available CompletedPercent of available tasks that have been completed. 
OverdueNumber of overdue tasks. 
ExpiredNumber of expired tasks.
Total CompletedPercent of total tasks that have been completed. 
Guide Task History TableInformation from the Guide Task History shown in table form. This table lists each selected location along with the following columns:
  • Total Tasks
  • Completed 
  • Due
  • Overdue
  • Expired
  • Completion Rate


As with most smart grids, this table also allows users to perform the following functions:

  •  - 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.

  • - Export the table to a .csv file. This function is accessible from the menu.

  • - Refresh. This function is accessible from the menu.