Summary: The Work Dashboard is your central hub for managing and tracking all work-related tasks across your organization. This powerful interface provides multiple ways to visualize, organize, and manage tasks, allowing teams to collaborate efficiently and stay on top of their workload.

Overview

The Work Dashboard provides:

• Multiple view options: Board, Table, and Calendar views to visualize your tasks
• Comprehensive filtering: Filter tasks by organization, person, date range, and more
• Real-time updates: See changes made by team members instantly
• Task management: Update task status, track progress, and manage assignments

Navigation

The Work Dashboard is accessible from the main navigation menu by clicking “Work”. The breadcrumb at the top of the page helps you understand your current context:

• Work: The main section
• My Work/Team/Unit: Shows whose work you’re viewing
• Date Range: Shows the current time period (Today, This Week, This Month, or custom date range)
• Search: Shows your current search term if applicable

Views

The Work Dashboard offers three different ways to visualize your tasks, each suited for different purposes:

Board View

The Board view displays tasks in columns based on their status (Not Started, In Progress, Completed, etc.). This Kanban-style layout gives you a quick visual overview of where tasks stand in your workflow.

Best for: Workflow management, visualizing task progress, and quickly updating task status.

Key Features:

• Drag and drop tasks between status columns
• Visual indicators for task priority and progress
• Quick access to task details

Table View

The Table view presents tasks in a structured, spreadsheet-like format with customizable columns. This view allows you to see more detailed information at once and sort tasks by different criteria.

Best for: Detailed analysis, sorting and comparing tasks, and getting a comprehensive overview.

Key Features:

• Sortable columns
• Customizable column visibility
• Row grouping by various criteria
• Pagination for handling large numbers of tasks

Calendar View

The Calendar view displays tasks across a timeline, showing when tasks start and when they’re due. This helps you understand workload distribution over time and identify potential scheduling conflicts.

Best for: Time-based planning, visualizing deadlines, and managing resources over time.

Key Features:

• Visual timeline of tasks
• Task duration indicators
• Grouping options
• Quick access to task details

Filtering

The filtering system helps you focus on exactly the tasks you need to see. Click the adjustments icon to show or hide the filter panel.

Available Filters

• Organization Unit: Filter tasks by department or team
• Person: Filter tasks assigned to a specific individual
• Date Range:
  • Today
  • This Week
  • This Month
  • Custom Date Range
• Status: Filter by task status (Not Started, In Progress, etc.)
• Priority: Filter by priority level
• Search: Full-text search across task names and descriptions

Using Filters

1. Set your desired filter criteria
2. Click “Apply” to update the view
3. Click “Clear” to reset all filters

Real-Time Updates

The Work Dashboard features real-time updates via WebSocket technology. This means:

• New tasks appear automatically
• Status changes update instantly
• Assignment changes reflect immediately
• No need to refresh the page to see the latest information

This real-time capability ensures that all team members are working with the most current information at all times.

Task Management

From the Work Dashboard, you can manage tasks in several ways:

Updating Task Status

• Board View: Drag and drop tasks between status columns
• Table/Calendar Views: Click on a task to open it and update its status

Viewing Task Details

Click on any task to open its detailed view, where you can:

• See all task information
• Add comments and updates
• Log time spent
• Update task fields
• View the activity history
• See and manage assignments

Best Practices

For Individual Contributors

1. Start with “My Work”: Filter to see only your assigned tasks
2. Use the Board view for day-to-day task management
3. Switch to Calendar view when planning your week
4. Use Table view when you need to sort or analyze tasks

For Team Leaders

1. Filter by your team or unit to see all team tasks
2. Use the Calendar view to ensure workload is balanced over time
3. Group tasks by assignee in Table view to compare workloads
4. Save bookmark links to frequently used filter combinations

For Executives

1. Review tasks by unit to get a high-level overview
2. Use Table view with grouping to analyze task distribution
3. Switch between date ranges to compare progress over time
4. Monitor completion percentages to track overall progress

Troubleshooting

No tasks appear after applying filters

1. Check if your filters are too restrictive
2. Try clearing all filters and applying them one by one
3. Verify you have permission to view the tasks you’re filtering for

Real-time updates aren’t working

1. Check your internet connection
2. Refresh the page to reestablish the WebSocket connection
3. Ensure you’re logged in properly

Can’t see certain organization units or people

Access to organization units and people is based on your permissions. If you can’t see certain units or individuals, you may not have the required access rights.