How can I see an overview of all tasks (assigned to me and overall)?

Your AnalyticsHub contains a number of task-based overviews.

You can access the AnalyticsHub by clicking on the graph icon in the left-hand navigation menu.

In the Dashboard tab of the AnalyticsHub, you can see a visual summary of all tasks in your account. The relevant dashboard pods show:

  • My Tasks | Overview. A visual summary of all tasks assigned to you (showing: open tasks, overdue tasks, tasks due to complete this week and flagged tasks).
  • My Tasks | Forward Look. A visual summary of the tasks assigned to you that are due to complete each week in a forward six-week view (i.e. showing the number of tasks with “due dates” falling within the respective weeks). The displayed date is the week commencing date (Monday).  
  • All Tasks | Overview. A visual summary of all tasks within the grids that you have access to (showing: open tasks, overdue tasks, tasks due to complete this week and flagged tasks). 
  • All Tasks | Forward Look. A visual summary of all tasks within the grids that you have access to that are due to complete each week in a forward six-week view (i.e. showing the number of tasks with “due dates” falling within the respective weeks). The displayed date is the week commencing date (Monday).  

Clicking on the circled numbers takes you to the Tasks overview table - filtered by the relevant logic. By example, clicking on the “FLAGGED” task circle within the “My Tasks | Overview” pod will open the Tasks overview table view filtered by flagged tasks assigned to you.  

This visual dashboard view can be sent to print.

In the Tasks tab of the AnalyticsHub, there is an executive-level, top-down, overview table that provides a real time snapshot of all tasks.

This table view includes the following filterable/sortable fields:

  • Task name
  • Task owner
  • Task due date
  • Task reminder date
  • Task status (open, overdue, completed)
  • Task flag status
  • Element name (within which task lives)
  • Grid name (within which element/task lives)
  • Stage name (within which element/task lives)
  • Theme name (within which element/task lives)
  • Folder (within which grid/element/task lives)

For tasks assigned to you (or within grids that you have editor-level access to), tasks can be managed within this view i.e. tasks can be tick-completed, reminder dates set and the flag status changed. 

By default, the task table view filters to tasks assigned to you. You can reset this filter, and filter/sort generally, using the dropdowns at the top of each field column in the table. You can see what filters are in effect at the top of the table; applied filters can be cleared from this area also.

This task overview table can be exported (as .csv files) or sent to print.

Please note; The visual dashboard summary and the element-based overview table is available to Professional and Enterprise accounts only, for more information on upgrading your account please click here. 

It should be noted that “all elements” summary data, in both the dashboard and overview table views, is based on the elements you have access (visibility) to.  For account architects this will be all elements in the account; for builders and users this will be limited to elements you have access control to.