Using the Task Dashboard

Navigate and use the dedicated tasks page to manage all your tasks

8 minutes
Beginner

Using the Task Dashboard

The Task Dashboard is your central hub for managing all tasks across all leads. This guide covers how to use it effectively.

Accessing the Task Dashboard

Method 1: Sidebar Navigation

  1. Click "Tasks" in the left sidebar
  2. Opens the task dashboard

Method 2: Direct URL

Navigate to /dashboard/tasks

Method 3: Keyboard Shortcut

Use command palette (⌘K / Ctrl+K) and type "tasks"

Dashboard Overview

The task dashboard is organized into several sections:

Stats Cards (Top)

Four cards showing:

  • Total Tasks - All tasks in your organization
  • Pending - Tasks not yet completed
  • Due Today - Tasks due today (highlighted in orange)
  • Overdue - Tasks past their due date (highlighted in red)

These give you a quick overview of your task workload.

Tab Views

Switch between different views:

All Tasks

  • Every task in the system
  • Both pending and completed

My Tasks

  • Tasks assigned to you
  • Focus on your personal workload

Today

  • Tasks due today
  • Priority focus area

Overdue

  • Tasks past their due date
  • Critical items needing attention

Task List

Main area showing:

  • Pending tasks - Shown prominently at top
  • Completed tasks - In collapsible section below
  • Task cards - Rich information for each task

Task Cards

Each task card displays:

Task Information

  • Title - What needs to be done
  • Completion status - Checkbox to mark complete
  • Due date - When it's due, with relative time
    • "in 2 days"
    • "overdue by 3 days"
    • "today"
    • "tomorrow"

Visual Indicators

Urgency Badges:

  • 🟥 Overdue - Red badge
  • 🟧 Due Today - Orange badge
  • 🟨 Due Tomorrow - Yellow badge

Status Indicators:

  • ☐ Checkbox for pending tasks
  • ☑ Checkmark for completed tasks

Associated Information

  • Assigned to - Team member name and avatar
  • Associated lead - Lead name with status badge (clickable link)
  • Associated trip - Trip destination (if linked to trip)

Actions Menu

3-dot menu with options:

  • Edit Task - Modify task details
  • View Lead - Navigate to associated lead
  • Delete Task - Remove task permanently

Filtering Tasks

Assignee Filter

Dropdown to filter by:

  • All assignees - See everyone's tasks
  • Team members - Filter to specific person
  • Unassigned - Tasks with no assignee

Active Filters Display

When filters are applied:

  • Visual chips show active filters
  • Click X to remove individual filters
  • "Clear all filters" button

Task Organization

Pending Tasks Section

Shown first with:

  • Tasks ordered by urgency
  • Overdue tasks at top
  • Due today next
  • Then by due date

Completed Tasks Section

Collapsible section showing:

  • Recently completed tasks
  • Can expand to see all
  • Useful for reference

Creating Tasks from Dashboard

  1. Click "New Task" button (top right)
  2. Task creation dialog opens
  3. Fill in:
    • Title (required)
    • Due date (required)
    • Optional lead association
    • Optional assignee
  4. Click "Create Task"
  5. Task appears in list immediately

Quick Actions

Mark Complete

  • Click checkbox on task card
  • Updates instantly
  • Moves to completed section

Edit Task

  1. Click 3-dot menu
  2. Select "Edit Task"
  3. Update details
  4. Save changes

Navigate to Lead

  1. Click on lead name in task card
  2. Opens lead detail page
  3. See full context

Delete Task

  1. Click 3-dot menu
  2. Select "Delete Task"
  3. Confirm deletion

Using Filters Effectively

Daily Workflow

  1. Open "Today" tab each morning
  2. See all tasks due today
  3. Work through them systematically
  4. Mark complete as you go

Catching Up

  1. Check "Overdue" tab regularly
  2. Prioritize overdue items
  3. Update due dates if needed
  4. Complete or reschedule

Team Management

  1. Filter by assignee
  2. See team member workloads
  3. Reassign tasks if needed
  4. Monitor completion rates

Focus Mode

  1. Use "My Tasks" tab
  2. Filter by assignee (yourself)
  3. Focus on your workload
  4. Reduce distractions

Tips for Task Management

  1. Review daily - Check tasks each morning
  2. Update regularly - Keep due dates current
  3. Use tabs - Switch between views for different purposes
  4. Complete promptly - Mark done immediately when finished
  5. Filter effectively - Use filters to focus on what matters
  6. Link to leads - Always associate tasks with leads
  7. Assign clearly - Make sure team knows who owns what

Task Dashboard vs Lead Tasks Tab

Task Dashboard

  • All tasks across all leads
  • Organized by date/priority
  • Team-wide view
  • Central management

Lead Tasks Tab

  • Tasks for specific lead
  • Lead context visible
  • Quick creation from lead
  • Lead-focused

Both are useful for different purposes!

Keyboard Shortcuts

  • Navigate tabs with keyboard
  • Use command palette for quick access
  • Checkbox toggle for quick completion

Related Guides

Next: Learn about setting priorities and managing due dates →

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