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Understanding the Task Dashboard

Learn how to read the Task Dashboard metrics - pipeline health, time utilization, team workload, and cost analytics

C
Written by Customer Success
Updated over a month ago

Understanding the Task Dashboard

🎯 Why This Matters

The Task Dashboard gives you instant visibility into your team's work - no digging through spreadsheets or chasing down updates. At a glance, you can see:

  • What's at risk - Overdue tasks and bottlenecks

  • Where time goes - Hours logged and active work

  • Team capacity - Who's overloaded, who has bandwidth

  • Cost tracking - Labour and supply expenses

📊 Dashboard Overview

Four focused views give you the complete picture - pipeline health, time, workload, and costs all in one place.

Task Management dashboard showing four metric quadrants: Pipeline Health, Time Utilization, Team Workload, and Cost Analytics

📈 Pipeline Health

See the overall state of your task pipeline at a glance.

Key Metrics:

Metric

What It Shows

What to Watch For

Total Open Tasks

All tasks not yet closed

Growing number may indicate capacity issues

Due This Week

Tasks due in the next 7 days

High number needs team focus

Overdue

Tasks past their due date

Should be as close to zero as possible

Completion Rate Chart

The chart shows daily task completions over time. Use the toggle to switch between:

  • 30 days - Recent performance snapshot

  • 3 months - Longer-term trends

💡 Quick Tip

A healthy pipeline shows consistent completions matching or exceeding new task creation. If open tasks keep growing, you may need to adjust priorities or add capacity.

⏱️ Time Utilization

Track how time is being spent across your team.

Key Metrics:

Metric

What It Shows

What to Watch For

Hours Logged Today

Total timer hours recorded today

Compare to expected work hours

Avg Task Duration

Average time to complete tasks (7 days)

Increasing duration may signal complexity or blockers

Active Timers

Number of timers currently running

Shows real-time activity level

Daily Hours Chart

See how many hours are logged each day. Useful for:

  • Spotting low-activity days

  • Validating time tracking adoption

  • Identifying peak work periods

👥 Team Workload

Understand how work is distributed across your team.

Key Metrics:

Metric

What It Shows

What to Watch For

Active Assignments

Team members with non-closed tasks

Shows team engagement level

Unassigned Tasks

Tasks without an owner

Should be low - tasks need owners

Most Loaded User

Person with most active tasks

May need workload rebalancing

Daily Active Users Chart

Shows how many team members are actively working on tasks each day.

⚠️ Watch Out

High Unassigned Tasks means work is falling through the cracks. Assign owners to ensure accountability.

💰 Cost Analytics

Track expenses associated with task completion.

Key Metrics:

Metric

What It Shows

What to Watch For

Labour Cost MTD

Total labour costs this month

Compare to budget expectations

Avg Cost per Task

Average total cost (30 days)

Helps estimate future task costs

Supply Cost MTD

Consumable costs this month

Track material expenses

Daily Costs Chart

Stacked bar chart breaking down costs by type:

  • Labour - Time worked multiplied by hourly rates

  • Supply - Consumables and materials used

  • Other - Miscellaneous expenses

💡 How Costs Are Calculated

Labour Cost = Hours tracked x User's hourly rate
Supply Cost = Quantity used x Unit cost of consumable
Total Cost = Labour + Supply + Other costs

📅 Time Range Toggle

Zoom in on recent activity or zoom out for long-term trends - you control the view.

Each chart section has a toggle to switch between time ranges:

  • 30 days - Recent activity, good for weekly reviews

  • 3 months - Longer trends, good for monthly planning

Use shorter ranges to spot immediate issues. Use longer ranges to identify patterns and plan capacity.

✨ Dashboard Best Practices

  • Check daily - A quick morning glance catches problems early

  • Watch overdue tasks - Address these first to keep the pipeline healthy

  • Balance workloads - If one person is overloaded, redistribute tasks

  • Track time consistently - Accurate data requires everyone using timers

  • Review costs monthly - Compare actual vs expected to stay on budget

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