Understanding the dashboard
The Job Task Status Dashboard provides a clear overview of tasks across open jobs, categorised by their status. It features a table with three key columns: Not Started, representing tasks that lack an entered timesheet; In Progress, for tasks that have timesheets recorded; and Completed, which includes tasks marked as finished through a checkbox in XPM.
Why is it important?
The Job Task Status Dashboard allows you to:
View the number of tasks in open jobs segmented by their status making it easier to prioritise and manage work effectively.
Monitor the progress of tasks at a glance, ensuring timely updates and better management of deadlines and workload for more efficient client service.
Explore the Job Task Status Dashboard by clicking through the interactive demo below!
Interactive demo
Dashboard FAQs
How does the Job Task Status Dashboard categorise tasks?
The Job Task Status Dashboard categorises tasks into three main statuses: Not Started, for tasks that haven't had a timesheet entered yet; In Progress, for tasks with recorded timesheets; and Completed, for tasks marked as finished in XPM. This organisation helps users easily track the progress of each task.
Can I customise the view of the Job Task Status Dashboard?
Yes, you can customise the view to focus on specific aspects of your analysis. The dashboard allows you to filter by Client Partner, Client Manager, Client Group, Job Partner, Job Manager, Job Category, and Job State, tailoring the display to your needs.