# Navigating Tasks

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The Tasks dashboard gives you an overview of task projects, assigned work, deadlines, progress, and completion status.

Click **Tasks** in the main navigation menu.

[ ![Tasks option in the main navigation menu](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/scaled-1680-/K7Gimage.png) ](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/K7Gimage.png)

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### Read the Dashboard

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

[ ![Tasks dashboard filters](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/scaled-1680-/BpZimage.png) ](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/BpZimage.png)

The summary cards show the main task figures at a glance.

[ ![Tasks dashboard summary cards](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/scaled-1680-/yhDimage.png) ](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/yhDimage.png)

<table id="bkmrk-card-shows-total-pro" style="width: 100%; border-collapse: collapse; margin-bottom: 24px;"><thead><tr><th style="font-size: 13px; color: #185fa5; text-align: left; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">Card</th><th style="font-size: 13px; color: #185fa5; text-align: left; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">Shows</th></tr></thead><tbody><tr><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">**Total Projects**</td><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">Number of active task projects.</td></tr><tr><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">**Total Tasks**</td><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">All tasks across those projects, including tasks assigned to you and tasks created by you.</td></tr><tr><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">**Ongoing Tasks**</td><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">Tasks currently in progress.</td></tr><tr><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">**Overdue Tasks**</td><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">Tasks past their due date.</td></tr><tr><td style="font-size: 13px; color: #555; padding: 8px 14px;">**Completion Rate**</td><td style="font-size: 13px; color: #555; padding: 8px 14px;">Percentage of tasks marked complete.</td></tr></tbody></table>

The charts show task distribution by priority, deadline, and status.

[ ![Tasks dashboard charts](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/scaled-1680-/ZQiimage.png) ](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/ZQiimage.png)

<table id="bkmrk-chart-shows-priority" style="width: 100%; border-collapse: collapse; margin-bottom: 24px;"><thead><tr><th style="font-size: 13px; color: #185fa5; text-align: left; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">Chart</th><th style="font-size: 13px; color: #185fa5; text-align: left; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">Shows</th></tr></thead><tbody><tr><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">**Priority Breakdown**</td><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">How tasks are distributed across High, Medium, Low, and No Priority.</td></tr><tr><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">**Tasks by Deadline**</td><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">How many tasks are due, overdue, or have no deadline set.</td></tr><tr><td style="font-size: 13px; color: #555; padding: 8px 14px;">**Task Status Breakdown**</td><td style="font-size: 13px; color: #555; padding: 8px 14px;">How tasks are split across Backlog, Doing, Review, and Completed.</td></tr></tbody></table>

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### Task Categories

Tasks are grouped by origin. Tasks assigned to you appear under **Assigned To Me**, while task projects and tasks you created appear under **Initiated By Me**.

#### Assigned To Me

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

- Click **Assigned To Me → Internal** to view tasks assigned from within your institution.
- Click **Assigned To Me → External** to view tasks assigned by outside users.

Use **Search**, **Filter**, and **Sort** to narrow the list, or click **Export Excel** to download it as a spreadsheet.

[ ![Assigned To Me search filter sort and export options](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/scaled-1680-/91ded977-809f-40ff-9a1b-c1cefd2f40b4.png) ](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/91ded977-809f-40ff-9a1b-c1cefd2f40b4.png)

Assigned tasks can be viewed in three formats.

[ ![Assigned To Me view options](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/scaled-1680-/Amgimage.png) ](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/Amgimage.png)

<table id="bkmrk-view-use-it-to-table" style="width: 100%; border-collapse: collapse; margin-bottom: 24px;"><thead><tr><th style="font-size: 13px; color: #185fa5; text-align: left; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">View</th><th style="font-size: 13px; color: #185fa5; text-align: left; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">Use it to</th></tr></thead><tbody><tr><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">**Table**</td><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">View a detailed task list with sortable columns.</td></tr><tr><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">**Board**</td><td style="font-size: 13px; color: #555; padding: 8px 14px; border-bottom: 1px solid #e8e8e8;">Track task progress across Backlog, Doing, Review, and Completed. You can drag a task between columns to update its status.</td></tr><tr><td style="font-size: 13px; color: #555; padding: 8px 14px;">**Calendar**</td><td style="font-size: 13px; color: #555; padding: 8px 14px;">View tasks by scheduled dates, deadlines, and durations.</td></tr></tbody></table>

[ ![Assigned To Me table view](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/scaled-1680-/X7kd949bbc8-7f6a-4b85-b214-c2fa51121597.png) ](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/X7kd949bbc8-7f6a-4b85-b214-c2fa51121597.png)

[ ![Assigned To Me board view](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/scaled-1680-/eab7fd1d-7b40-4ff0-9aa3-c608ba44d9e3.png) ](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/eab7fd1d-7b40-4ff0-9aa3-c608ba44d9e3.png)

[ ![Assigned To Me calendar view](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/scaled-1680-/tE5a86379cf-ee54-429c-b2b2-8d96e667b1f5.png) ](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/tE5a86379cf-ee54-429c-b2b2-8d96e667b1f5.png)

<table id="bkmrk-related%3A-for-details" style="width: 100%; background-color: #eef4fb; border-left: 3px solid #185fa5; border-radius: 4px; border-collapse: collapse; margin: 20px 0 24px;"><tbody><tr><td style="padding: 10px 14px; font-size: 12px; color: #555; line-height: 1.65;">**Related:** For details on opening a task and updating its progress, see [**Responding to a Task**](https://docs.smartadmin.rw/link/44#bkmrk-page-title).</td></tr></tbody></table>

#### Initiated By Me

Use **Initiated By Me** to view task projects and tasks you created or delegated to others. Each project card shows its progress, the number of open tasks, and any relevant source tag such as **CREATED IN PMS**.

[ ![Initiated By Me project cards](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/scaled-1680-/e3qimage.png) ](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/e3qimage.png)

<table id="bkmrk-note%3A-task-projects-" style="width: 100%; background-color: #eef4fb; border-left: 3px solid #185fa5; border-radius: 4px; border-collapse: collapse; margin: 20px 0 24px;"><tbody><tr><td style="padding: 10px 14px; font-size: 12px; color: #555; line-height: 1.65;">**Note:** Task projects named in the **Registered\_Received\_Year** format come from e-Approval and are covered in the [**Share as Task**](https://docs.smartadmin.rw/link/38#bkmrk-page-title) page.</td></tr></tbody></table>

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

[ ![Create project create task bulk upload and search options](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/scaled-1680-/2bc637f4-ab55-446c-8547-17162a1da619.png) ](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/2bc637f4-ab55-446c-8547-17162a1da619.png)

Click a task project title to open it. Click the **…** icon on a project card to access more options, including **Add Task**, **Edit**, **Share**, and **Delete**.

[ ![Initiated By Me project card options menu](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/scaled-1680-/ec35a757-ae98-44e5-85fa-4247dcc731cf.png) ](https://docs.smartadmin.rw/uploads/images/gallery/2026-07/ec35a757-ae98-44e5-85fa-4247dcc731cf.png)

<table id="bkmrk-related%3A-for-details-1" style="width: 100%; background-color: #eef4fb; border-left: 3px solid #185fa5; border-radius: 4px; border-collapse: collapse; margin: 20px 0 24px;"><tbody><tr><td style="padding: 10px 14px; font-size: 12px; color: #555; line-height: 1.65;">**Related:** For details on creating a task project, creating a task, assigning a task, or uploading tasks in bulk, see [**Creating and Assigning Tasks**](https://docs.smartadmin.rw/link/43#bkmrk-page-title).</td></tr></tbody></table>