Dashboard

Module: Tasks · URL: /tasks/dashboard · Responsible role: Staff (every member, own tasks) · Also used by: all roles, same personal scope. Owner/Director and Project Managers see the same page about their own tasks only.

Screenshot: Andrew Price (Senior Researcher), Nocthink Demo Institute demo data.

Why I use this page

I use the Tasks dashboard to see the state of my own workload at a glance: everything assigned to me or created by me, how much is done, what is in progress, and what is overdue. I check it at the start and end of the week to decide what to push, delegate or close. For the actual work I click through to the task or the Task List.

What's on the screen

• Header — Tasks, with "Tasks assigned to or created by you: how many are done, in progress or overdue, the split by status and priority, and the latest tasks." The + button (New task) opens the Task List.
• KPI cards:
  • Total tasks, with "n to do"; links to the Task List;
  • Completed, with "n% completion rate";
  • In progress, with "n% of total";
  • Overdue, with "Past due date". The value turns red when it is above 0.
• Recent tasks — the 8 newest tasks (by creation date). Each row shows the title, "<assignee> · Due <date>", a priority pill (Urgent in red) and a status pill. View all opens the Task List. Click a row to open the task.
• By status — bars for To do, In progress, Review, Done and Cancelled, with the total ("12 tasks").
• By priority — bars for Urgent, High, Medium and Low, headed by the urgent count ("3 urgent").

How I …

Check my weekly workload

1. Open Tasks → Dashboard.
2. Read Overdue. If it is red, go to the Task List and sort or filter by due date to find those tasks.
3. Compare In progress with To do. If too much is open, consider Delegating or re-prioritising.
4. Check By priority. Urgent tasks should not sit in To do.

Open a recent task

1. In Recent tasks, click the row.
2. The task page opens (/tasks/<id>), where I can change the status, comment, attach files, forward it or approve it.

Create a task

1. Click + in the header. The Task List opens.
2. Use its + (Create task) to add the task: Title (required), Description, Status, Priority, Due date, Assignee, Project or Event, then Create task.

Access & permissions

The Tasks section needs tasks.view. Every staff member keeps their own Tasks menus (role.md §3). This page is personal for everyone: it shows only tasks where I am the assignee or the creator, even for the Director or a Project Manager who can see more tasks elsewhere.

Caveats

• Counts include tasks I created for other people, so "Overdue" can include someone else's late work that I assigned.
• Overdue means a due date in the past with a status other than Done or Cancelled. Tasks in Review count as overdue too.
• Archived tasks are excluded. Tasks approved more than 10 days ago are archived automatically, so they drop out of these numbers.
• The page reads the newest 100 tasks visible to me and then keeps only mine. In very busy organizations older tasks may not be counted.
• Due dates are shown in my browser's local date.

Limitations

• No filters, date range or drill-down on the bars (bars are not clickable).
• No team view. Managers who want to see a team's workload need the Project Tasks board.
• The + button does not open a form directly; it goes to the Task List.
• No export.

Related menus

• Task List — full list behind View all and Total tasks.
• Delegate — tasks others assigned to me.
• Approvals — formal approval requests.
• Archive — archived tasks (excluded here).
• Home Dashboard — My work shows open tasks plus pending approvals.