Available for
- Roles: Administrator, Technician
- Plans: Premium, Advanced, Enterprise
The "Task Status" menu in the Dashboard shows you where your tasks stand: how many are done, ongoing, planned, late, late and started, or canceled, for each user, each tag or each cost center. For example, you can spot the technician with the most late tasks, or the type of intervention that is falling behind.
You can open it from the "Dashboard" section of the left menu. At the top of the page, the "By" selector offers three views: "Users", "Tags" and "Cost Centers". The three views use the same filters and the same layout: only the way tasks are grouped changes.
Filter the data
Click "Show more filters" to open the filter panel. The filters you choose apply to all three views.
- You can choose the period, with a start date and an end date.
- You can choose which task statuses to display.
- You can filter by users assigned to the tasks and by users who carried out the activities.
- You can filter by task tags, and choose whether tasks must carry all the selected tags or at least one of them.
- You can filter by equipment and by cost centers.
- You can display only tasks that come from a maintenance plan, or only the other tasks.
⚠️ Each task is counted only once, based on its scheduled date. To understand differences with other pages, see the article Difference between time recorded in Activities and in the Dashboard.
Read the chart and the table
The chart shows one bar per user, tag or cost center, split by status with a color code. Click a status in the legend to show or hide it. Below the chart, a table shows the exact number of tasks in each status for every row.
The statuses displayed are the following:
- A done task (green) has been marked as completed.
- An ongoing task (purple) has at least one activity or a started checklist, and its scheduled date has not passed yet.
- A planned task (dark gray) has not been started yet, and its scheduled date has not passed yet.
- A late task (red) has passed its scheduled date with no activity and no started checklist.
- A late and started task (orange) has passed its scheduled date, but has at least one activity or a started checklist.
- A canceled task (gray) has been canceled and no longer needs to be carried out.
For more details on each status, see the article What are the different task statuses?
"Users" view
This view shows the users who have the most assigned tasks over the period, with the breakdown of their tasks by status. For example, it lets you see which technician has the most late tasks.
"Tags" view
This view shows the tags that appear on the most tasks over the period, with the breakdown of those tasks by status. For example, it lets you see which type of maintenance or which trade is falling behind.
"Cost Centers" view
This view shows the cost centers that have the most tasks over the period, with the breakdown of those tasks by status. The cost center of a task is the one of its equipment.
Print or save as PDF
This page does not offer an Excel export. Click "Print" at the top right to print the page or save it as a PDF: the applied filters appear on the document. For more details, see How do I export my Dashboard?
What can you do with the results?
To get the list of the tasks concerned, for example all the late tasks of a technician, use the task search with the same filters: see How does the task search appear? You can then export this list by following How to export tasks, activities, spare parts, equipment and maintenance plans?
Good to know
- The status shown is the current status of each task: a task planned last month and completed today appears as done.
- A task assigned to two users, or carrying two tags, is counted in each row concerned. The total of the rows can therefore exceed the real number of tasks.
- To analyze time spent, the number of tasks or the number of activities, see the "Task Analysis" menu.
- Production and Service Provider profiles do not have access to the Dashboard.