Task Dashboard
An overview of the task dashboard — how to filter, sort, and interpret your team's work queue.
The Task Dashboard is the main view under Tasks in the sidebar. It shows all tasks across your organization (or filtered to your own) in a unified list.
Dashboard layout
The dashboard has two primary views:
- Task View - Shows upcoming tasks and today's workboard as well as tasks completed today.
- Calendar View - Shows a view of the calendar with each day's tasks visible.
Switch between views by clicking on their icons next to each other. Each view also has access to the filter bar.
Filtering and sorting
The Task View has the ability to set a date limit for upcoming events- events after that date will not show up in the upcoming tasks section. The Calendar view will show events by date already.
Use the filter bar to narrow the task list:
| Filter | Options |
|---|---|
| Search | Search by task subject |
| Task Details | Priority (Normal, Important, Critical), and Type (one or more of Equipment, Lab, Location, Bench) |
| Organization | Locations, Labs, and Benches |
| Assignee | Filter to a specific team member, including unassigned |
Upcoming
The Upcoming section on the left lists how many tasks are upcoming in parentheses after the label, then shows the tasks themselves in a list in order of soonest to furthest out from top to bottom. Important tasks are highlighted yellow, critical tasks are highlighted red. Upcoming tasks are listed using the Compact Task Card.
Today's Workboard
Just like the Upcoming section, Today's Workboard first parenthetically lists the total number of tasks on today's workboard, then has a board of tasks for the day. Tasks on the workboard are displayed using the Detailed Task Card.
Compact Task Card
The compact task card is the default for upcoming tasks, it shows:
- Task Subject
- Due date
- Recurring frequency It can be clicked on to expand into a detailed task card.
Detailed Task Card
The detailed task card shows:
- Task Subject
- Due date
- Description
- Recurring frequency
- Tag (Location, Lab, Equipment, etc)
- A clock icon in the bottom right to add days to the due date (like a "snooze" button). It can be clicked on to get the full Task Details view.
Beaker AI
Beaker can give you a real-time summary of your task queue without navigating the dashboard:
"How many overdue tasks do we have right now?"
"What tasks are due this week?"
"Who has the most open tasks assigned to them?"