Purpose
To visually display the number of open tasks assigned to each team member segmented by not overdue and overdue status. This allows admins to quickly assess inidvidual workloads and how many overdue tasks individual members have.
Visualization Type | Stacked Column |
Liveboard | Task Dashboard |
Function | Workflows |
Filters | Includes Tasks with any status other than completed Task type: Client Requests, eSign Requests, Tasks
Excludes Completed 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.).
Task Overdue Formula - Formula that marks a task as overdue if the task due date is prior to the current day. If the due date has not yet passed, then the task is identified as not overdue.
if(Task Due Date < today()) then 'overdue' else 'not overdue'
Report Structure Overview
Task Status Filter - Excludes completed tasks
Task Type Filter - Filtered for client request, esign requests, and tasks
Y-Axis - Task Counts
X-Axis - Task Assignee
Task Counts - Number of total tasks team members are assigned to
Legend - Segmented by Not Overdue and Overdue tasks
Suggested Modifications: Want to see the exact number of Not Overdue and Overdue tasks assigned to each team member?
Navigate to the Configure panel on the right hand side.
Select Task Count.
Scroll down to the Display section and check the box next to Detail labels.
Primary Use Case Scenario
An admin uses this report at the start of each week to review the open task distribution across team member. By seeing both the volume and whether a task is overdue, they can decide how to allocate resources or follow up on delayed tasks.
Actionable Insights
Workload visibility and clear understanding of how many open tasks each employee is responsible for. This report can also help support evaluation of task follow-through and team efficiency.