Purpose
To provide a detailed, at-a-glance breakdown of how tasks are distributed across team members and their current statuses. This helps identify individual workloads, task progress, and potential bottlenecks in workflow management.
Visualization Type | Pivot Table |
Liveboard | Task Dashboard |
Function | Workflows |
Filters | Includes 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 Assignee - Staff member assigned to the Task.
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 for client request, esign request, and tasks
Values - Task Counts
Rows - Task Assignees
Column - Task Statuses.
Suggested Modifications: Want to set up a color conditioning rule to highlight when task counts are over/under a certain number?
Navigate to the Configure panel on the right hand side.
Select Task Count.
Scroll down to Conditional formatting and click the +Add Rule button.
In this example, there is a rule to shade in red any cell with a number greater than 20.
Primary Use Case Scenario
A team lead uses this report in weekly team meetings to review staff workload and task progression. For instance, they might notice that one employee has a high number of tasks 'in progress' while another has many in 'not started' prompting a conversation about workload distribution.
Actionable Insights
Visibility into team workload by showing how many tasks each assignee has across various statuses. Identify imbalances in tasks assignment to support workload reallocation.