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Dashboard

The Tasks dashboard provides a comprehensive overview of all assignments you manage or need to complete.

Click Tasks in the main navigation menu.

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Task categories

Tasks are grouped into several key categories based on their origin:

Task Category Description Internal Tasks assigned to you by users within your institution. External Tasks assigned to you by system users outside your institution. Initiated By Me Tasks that you have created and delegated.
    To initiate tasks, click on Initiated by Me

     To view tasks you are responsible for:

      Click Assigned To Me→ Internal for assignments originating from your institution. Click Assigned To Me→ External to view tasks assigned by outside users.

      Switching view modes

      Within tasks assigned to you, you can visualize your workload using different formats:

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        Click Table → view a dense list of tasks with sortable columns.

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          Click Board → switch to the Kanban-style workflow layout and track task progress across statuses like Backlog, Doing, Review, and Completed.

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            Click Calendar → map tasks out by their scheduled dates and visualize deadlines and durations.

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            Reading the Dashboard

            Use the filters at the top — Project, Task Sources, From Date, and To Date — to narrow the view, then click Apply.

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            Five summary cards give you the headline numbers at a glance:

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            Card Shows
            Total Projects Number of active task projects.
            Total Tasks All tasks across those projects, assigned by you and to you.
            Ongoing Tasks Tasks currently in progress.
            Overdue Tasks Tasks past their due date.
            Completion Rate Percentage of tasks marked complete.

            Three charts break this down further:

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            Chart Shows
            Priority Breakdown How tasks are distributed across High, Medium, Low, and No priority.
            Tasks by Deadline How many tasks are due, overdue, or have no deadline set.
            Task Status Breakdown The split between tasks based on status; Backlog, Doing, Review and Completed.

            Task categories

            Tasks are grouped by their origin: tasks assigned to you by others fall under Assigned To Me, while tasks you've created and delegated fall under Initiated By Me.

            Assigned To Me

            To view tasks you are responsible for:

              Click Assigned To Me→ Internal for assignments originating from your institution. Click Assigned To Me→ External to view tasks assigned by outside users.

              Use Search, Filter, and Sort to narrow down the list, or click Export Excel to download it as a spreadsheet.91ded977-809f-40ff-9a1b-c1cefd2f40b4.png

              Within either (External/Internal) list, you can visualize your workload using different formats:

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                Click Table to view a dense list of tasks with sortable columns.

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                Click Board to switch to the Kanban-style workflow layout, which tracks task progress across statuses like Backlog, Doing, Review, and Completed. From here, you can drag a task from one column to another to update its status.

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                  Click Calendar to map tasks out by their scheduled dates and visualize deadlines and durations.

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                  Initiated By Me

                  Click Initiated By Me to view the projects and tasks you've created and delegated to others. Each project card shows its progress, number of open tasks, and a CREATED IN PMS tag if the project originated from the PMS module. Projects titled "Registered_Received_Year" are documents shared as tasks from e-Approval, this is covered in detail in the Share as Task page.

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                  Use Create New Project, Create New Task, or Bulk Task Upload to add new work, and Search to find a specific task.

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                  Clicking the … icon on a project card opens options to Open, add a Task, Edit, Share, or Delete the project.

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