Dashboard

The Dashboard shows a summary of task status and workload. It is split into two main areas:

Task Deadlines View (Upper Section)

The top half of the dashboard provides a colour-coded overview of all tasks that are:

• Start overdue (blue)
• Started (black)
• Due to complete (purple)
• Overdue (red)
• Completed [last 30 days] (green)

Tasks are grouped by services such as VAT, Payroll and Bookkeeping shown horizontally, giving immediate visual feedback on task statuses across your client base.

You can filter tasks by:

• All Users (default)
• A specific user (e.g. to review one team member’s workload)

By default, the dashboard opens to the Task Deadlines view. Each number in the grid represents the number of tasks, and clicking a number takes you through to the Tasks view filtered to the relevant tasks.

A dropdown allows you to select the Organisation Deadlines view which is not task-driven, but based on organisation-level dates. It again shows services down the left-hand side, but across the top there are only three categories: due within 60 days, due within 30 days, and due or overdue. Each number represents the number of organisations in that category, and clicking a number takes you through to the Organisations view filtered to those records.

Task Forward View (Lower Section)

This section gives a forward-looking projection of workload over the next three months, broken down by service. Each service is shown in a vertical bar format with volume indicators as a number in the column. A drop-down list on the right of the chart provides 3 options to view upcoming tasks:

• Planned start date
• Planned completion date
• Deadline date

This is particularly useful for identifying workload peaks and planning capacity.

A greyed out section above any of the vertical chart elements indicates a task or tasks that have already been completed.