Purpose
This KPI provides a real-time snapshot of all client-related work that has not yet been completed.
Visualization Type | KPI |
Liveboard | Task Dashboard |
Function | Workflows |
Filters | Includes Open Tasks Only |
Need-to-Know Glossary of Terms
Task Type - Task category (client requests, esign requests, tasks).
Task Count - Number of tasks.
Task Status - Current state of a task within a workflow (e.g., not started, with client, in progress, completed, etc.).
Report Structure Overview
Task Status Filter - Filtered showing 'completed' tasks are being excluded in the count.
Task Type Filter - Filtered for client request, esign request, and tasks.
Task Count - Count of open tasks.
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 tasks. 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 to take timely action, reduce turnaround delays, and ultimately improve both internal workflow and client satisfaction.