Purpose
To visualize the number of open (incomplete) tasks with due dates in the upcoming 30 days, segmented by weekly due dates. This helps managers proactively manage upcoming deadlines and team workload.
Visualization Type | Stacked Column |
Liveboard | Capacity Dashboard |
Tab | Tasks |
Function | Capacity & Workflows |
| Includes Excludes |
Need-to-know Glossary of Terms
Task Count - Number of tasks.
Task Due Date - Date a task is due.
Task Status - Designation that indicates the current state of a task (e.g. in progress, with client, completed).
Task Assignee - Team Member assigned to the task.
Overdue Tasks formula - Denotes any task that has a due date prior to current day as ‘overdue’ and tasks with a due date after the current day as ‘not overdue’.
if ( Task Due Date < today ( ) ) then 'Overdue' else 'Not Overdue'
Report Structure Overview
Task Status filter - Filtered to exclude completed tasks
Task Due Date Date filter - Filtered for the next 30 days
Y~ Axis - Task Count
X ~ Axis - Task Assignee
Legend - Task Due Date weekly segmented by color
Tips & Tricks
Want to drill down and see clients and or tasks that will be due in the next 30 days?
Hover over the team member column and right click to reveal the Drill Down function.
Primary Use Case Scenario
An Operations Manager reviews this report weekly to assess how many tasks are approaching deadlines over the next month.
Actionable Insights
Clear visibility into the volume and category of tasks due soon and can be used to improve task completion rates and reduced risk of late delivery or missed commitments.