Purpose
To visualize the volume and type of tasks created each month, helping the firm monitor workload trends, client demand, and service area distribution over time.
Visualization Type | Stacked Column |
Liveboard | Task Dashboard |
Function | Workflows |
Filters | Includes Task Created in the last 365 days (1 year) Task Type : Client Requests, eSign Requests, Tasks |
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 was created.
Report Structure Overview
Task Completion Date Filter - Filtered previous 365 days (1 year)
Task Type Filter - Filtered for client request, esign request and tasks.
Y-Axis - Task Count
X-Axis - Task Completion Date monthly
Task Count - Number of tasks created that month
Legend - Task types segmented by color
Suggested Modifications: Prefer to see more detail labels?
Navigate to the Configuration panel on the right hand side.
Select Task Count.
Under display, click the checkbox next to Detail labels.
Primary Use Case Scenario
A team lead uses this report during weekly or monthly reviews to see how many tasks are being generated and adjust staffing needs as needed.
Actionable Insights
Understand workload trends by observing task volume changes month over month. Identify service demand patterns to plan for seasonal surges.