Task Dashboard

The Tasks dashboard provides an overview of the status of all tasks in your organisation: how many there are, how many are still pending, which have expired, and how the workload evolves over time.

You will only see the tasks you have access to according to your user profile. Two different people may see different figures on the same dashboard, and that is expected.

Key concepts

Before reviewing each element, it is useful to understand three concepts used throughout the dashboard:

Open task and closed task. Each task status in your organisation, even if it has a customised name, corresponds to one of the system’s six official statuses: Not started, In progress, Paused, On hold, Closed or Cancelled. The dashboard considers a task closed if its status corresponds to Closed or Cancelled; the other four count as open.

Expired task. A task is expired when it is still open and its planned completion date has already passed (is earlier than today). Closed tasks never count as expired, even if they were closed late. Tasks without a planned completion date also do not count as expired.

Chained filters. All filters on the dashboard apply simultaneously to all charts and tables. If you select a centre and a manager, everything you see on screen recalculates only with tasks from that centre and that manager.

Filters

At the top and on the left side you will find the filters. All allow multiple selection and most include a search box to quickly locate values.

Filter	What it allows you to narrow down
Task status	One or more specific statuses (pending, in progress, completed…).
Date	The time period, according to the start date of the tasks.
Manager	Tasks assigned to specific people.
Observer	Tasks in which specific people appear as observers.
Observed employee	Tasks associated with specific observed employees.
Project	Tasks belonging to specific projects.
Scope	The organisational structure, in tree form: company → centre → section → position. You can select any level; for example, a whole centre or a specific position. Only active organisational elements are shown.
Activity	Tasks associated with specific activities (only active activities).
Team	Tasks associated with specific work teams (only active teams).
External company	Tasks related to specific external companies (only active companies).
Tag and Task tag	Tasks marked with specific tags.
Source type	The element that generated the task: a meeting, a questionnaire, an ergonomic study, an accident investigation, a drill, an emergency plan or a measurement (lighting, noise or temperature).

Indicator cards

In the central area there are three cards with the main indicators. Each shows a large value and, below, the reference data it is compared against.

Open vs. total tasks

Shows how many tasks remain open versus the total number of tasks for the selected period and filters.

• Main value: number of open tasks (all those not completed or cancelled).
• Reference value: total number of tasks, both open and closed.
• Percentage: what proportion of the total remains open.

Each task is counted only once, even if it has several participants or appears in multiple contexts.

Expired vs. open tasks

Shows how many of the open tasks have already passed their planned completion date.

• Main value: open tasks whose planned completion date is earlier than today.
• Reference value: total open tasks.
• Percentage: what proportion of open tasks are expired.

This is the dashboard’s alert indicator: a high percentage means work is accumulating past its deadline.

Average duration

Shows how many days it takes, on average, to complete a task.

• Calculated only with tasks in a status equivalent to Closed (cancelled tasks are not included).
• For each task, the days elapsed between its start date and completion date are counted, and the average of all is calculated.

The result is shown rounded to days.

Ring charts

Tasks by status

Distributes all tasks (open and closed) according to their current status. Each segment of the ring is a status, and the label indicates the status name, the number of tasks and the percentage it represents of the total.

It provides a quick view of how work is distributed: how much is pending, how much is in progress and how much is already completed.

It also works as a filter: clicking on a segment narrows the rest of the dashboard to tasks in that status.

Expired tasks by status

The same type of chart, but only with expired tasks (open and with the planned completion date already passed). It distributes those expired tasks according to their current status.

It helps identify at which point in the workflow overdue tasks are getting stuck: for example, if most expired tasks remain in the “pending” status or if they are “in progress”.

Table: Tasks by centre

A ranking of work centres according to their task closure percentage. Tasks without an assigned centre are grouped in a separate row called “Tasks without centre”.

Column	What it shows	How it is calculated
Position	The centre’s rank position.	Ordered from highest to lowest closure percentage. If two centres tie, they share the position.
Centre	The name of the work centre.	—
% Closure	The percentage of completed tasks.	Closed tasks of the centre divided by the total tasks of the centre. Accompanied by a progress bar: the fuller it is, the better the centre is doing.
Totals	All tasks of the centre.	Count of tasks, both open and closed.
Open	Tasks still not closed.	Count of tasks not completed or cancelled.
Expired	Open tasks past their deadline.	Count of open tasks with planned completion date earlier than today.

The table is also interactive: you can select one or more rows to narrow the rest of the dashboard to those centres.

Time evolution charts

The two charts on the right show how work evolves month by month. In both, one colour series represents open tasks (according to their start date) and the other closed tasks (according to their completion date). Only months up to the current month are shown; no future data is projected.

Accumulated open and closed tasks

Shows, for each month, the total accumulated from the start of the period:

• The accumulated open line sums all tasks started up to and including that month.
• The accumulated closed line sums all tasks completed up to and including that month.

The reading is simple: the vertical distance between the two lines is the pending work at each moment. If the lines diverge, work is opening faster than it is closing; if they converge, progress is being made.

Open and closed tasks per month

Shows the same but month by month, without accumulation:

• How many tasks were started each month.
• How many tasks were closed each month.

Useful to detect activity peaks, months with many task openings or periods when the closure rate dropped.

Frequently asked questions

Why does the sum of the ring segments not match the totals card?
Check the active filters. Each chart responds to all filters simultaneously, including clicks made on other charts or on the table.

Why does a task closed late not appear as expired?
Because “expired” describes a current situation: it only counts what remains open and overdue. Once closed, the task is no longer expired.

Why do I see “Tasks without centre” in the table?
These are tasks without an assigned work centre. They are grouped in that row so they do not disappear from the analysis.

Why do my figures not match those of a colleague?
The dashboard applies the scope permissions of each user: only tasks from the companies, centres or sections you have access to are included. Two users with different permissions will see different figures.

Does a task with multiple observers or multiple tags count multiple times?
No. Internally the task is associated with each of its observers and tags (so filters work), but all dashboard counts count unique tasks, so each task counts only once.