Navigating Tasks

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The Tasks dashboard providesgives ayou comprehensivean overview of alltask assignmentsprojects, youassigned managework, ordeadlines, needprogress, toand complete.completion status.

Click Tasks in the main navigation menu.

 

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ReadingRead the Dashboard

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

 

FiveThe summary cards give youshow the headlinemain numberstask figures at a glance:glance.

 

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

ThreeThe charts breakshow thistask downdistribution further:by priority, deadline, and status.

 

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

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Task categoriesCategories

Tasks are grouped by theirorigin. origin: tasksTasks assigned to you by others fallappear under Assigned To Me, while task projects and tasks you'veyou created and delegated fallappear under Initiated By Me.

1. Assigned To Me

Use Assigned To Me to view tasks you are responsible for:for.

• Click Assigned To Me → Internal forto assignmentsview originatingtasks assigned from within 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.

 

WithinAssigned either list, youtasks can visualizebe yourviewed workloadin usingthree different formats:formats.

 

Click View Use it to Table to viewView a densedetailed task list of tasks with sortable columns.

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

Click Calendar to mapView tasks out by their scheduled datesdates, and visualize deadlinesdeadlines, and durations.

 

 

 

Related: For details on opening a task and updating its progress, see .

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2. Initiated By Me

ClickUse Initiated By Me to view thetask projects and tasks you'veyou created andor delegated to others. Each project card shows its progress, a tag indicating the number of open taskstasks, and aany relevant source tag such as CREATED IN PMS tag for projects originating from the PMS module..

 

Note: Task projects titled:named "in the Registered_Received_Year"Registered_Received_Year areformat documents shared as taskscome from e-Approval.Approval Thisand isare covered in detail in the Share as Task page.

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

 

Click on thea task project'sproject title to open itit. or click onClick the … icon on the taska project card to seeaccess more options;options, adding aincluding Add Task, Edit, Share, orand Delete the project..

 

Related: For details on creating a task project, creating anda task, assigning a task, or uploading tasks in bulk, see Creating and Assigning Tasks.