Purpose
To visualize the volume of completed tasks each month, segmented by task type, in order to track trends, performance, and workload distribution over time.
Visualization Type | Stacked Column |
Liveboard | Task Dashboard |
Function | Workflows |
Filters | Includes Completed Tasks Only Task Type: Client Requests, eSign Requests, Tasks
Excludes Tasks in Progress
|
Need-to-Know Glossary of Terms
Task Type - Task category (client requests, esign requests, tasks).
Task Count - Number of tasks.
Task Completion Date - Date a task has a status change of completed.
Report Structure Overview
Task Status Filter - Filtered for completed tasks.
Task Completion Date Filter - Filtered for previous 365 days.
Task Type Filter - Filtered for client request, esign request and tasks.
Y-Axis - Task Count
X-Axis - Task Completion Date monthly
Task Count Label - Number of tasks completed for that month
Legend - Task types segmented by color
Suggested Modifications: Want to see how many tasks your individual team members completed each month?
Add Task Assignee to the search bar.
Navigate to the Configure panel on the right hand side.
Replace Task Type under Slice with color with Task Assignee.
Primary Use Case Scenario
An admin reviews this report during monthly planning meetings to assess productivity trends. They can determine whether the team is meeting monthly targets, identify whether more resources are needed, and evaluate staffing needs during busy seasons.
Actionable Insights
Understand team productivity over time to gauge whether task volume is increasing, decreasing, or remaining consistent. Identify seasonal trends to plan capacity and staffing needs more effectively.