Purpose
This KPI provides a real-time snapshot of all client-related work that has not yet been completed.
Visualization Type | KPI |
Liveboard | Subtask Dashboard |
Function | Workflows |
Filters | Includes Open Subtasks Only
Excludes Archived Clients |
Need-to-Know Glossary of Terms
Subtask ID - ID assigned to a subtask, every subtask has a unique ID. This can be used to separate subtasks that may have the exact same name in Canopy.
Subtask Count - Number of Subtasks.
Subtask Status - Current state of a subtask within a workflow (e.g., not started, with client, in progress, completed, etc.).
Report Structure Overview
Subtask Status Filter - Filtered showing 'completed' subtasks are being excluded in the count.
Subtask ID Filter - Filtering out subtasks with no or NULL ID's.
Subtask Count - Count of open subtasks.
Suggested Modifications: Want to see the full number instead of an abbreviated unit? Navigate to the Configuration icon and update the Unit field from Auto to None.
Primary Use Case Scenario
An admin logs into the dashboard each morning to review the number of open subtasks. If the number is higher than they expected to see, they can start drilling down to see what is causing the abnormalities.
Actionable Insights
Monitor progress especially during busy seasons to ensure that work is progressing steadily and deadlines are met. This insight enables leadership t take timely action, reduce turnaround delays, and ultimately improve both internal workflow and client satisfaction.