In this Article:
Today’s Agenda Dashboard
My Tasks
My Issues
Today’s Agenda Dashboard:
Today’s Agenda Dashboard is designed as your command center for daily productivity, providing a unified and actionable view of all your work-across projects, departments, and independent initiatives. It empowers you to focus on what matters most each day, streamline task management, and track progress in real time.
Key Features
Centralized Task View
All your assigned tasks are displayed in a single, organized interface, grouped by project or department (e.g., Customer Success, Sales, Core Banking Cloud Migration).
Each task entry shows:
Task Name (with quick access to Task Panel)
Status (e.g., In Progress, Not Started, Completed)
Color | Meaning |
Red | Not Started |
Blue | In Progress |
Cyan | Completed |
Due Date
Progress Percentage
Favorites Selection (Star Mark tasks assigned to the user)
Action Icons for comments, expanding task details, and starting/stopping the time tracker
2. Project and Issue Summary
A summary panel on the right provides real-time metrics:
Number of Projects
Active Tasks
Tasks Completed
Active Issues
Issues Resolved
Open Tickets
3. Time Tracker
Visualizes your time allocation using a color-coded donut chart and detailed breakdowns by activity (e.g., Requirements Gathering, QA/Testing, Meetings).
Allows you to start and stop timers directly from each task, ensuring accurate time tracking for billing, reporting, or self-management.
Displays both total tracked time and time spent on individual activities, helping you identify where your efforts are going.
Time tracking sessions shorter than one minute will not be captured or displayed in your Time Tracker widget.
For accurate tracking time, ensure you allow your timer to run for at least 60 seconds before stopping it.
4. Watched Tasks
Provides instant visibility into high-priority work, showing task names, due dates, and current status.
Ideal for keeping critical deliverables top-of-mind throughout the day.
My Tasks:
The My Tasks provides a clear, organized view of all your current tasks across projects, categorized by their status to help you prioritize and manage your workload effectively.
Layout and Components
Filters and Controls
Filters: Options to filter tasks by time frame (e.g., This Week, Today, This Week, Next Week, Last Week, This Month, Next Month, Last Month, All Stale, All Overdue).
Due This Week: Checkbox to show only tasks due within the current week.
Show All Overdue: Toggle to display all overdue tasks.
Show All Todos: Toggle to display all to-dos associated with tasks.
Refresh: Button to reload the task list with the latest data.
Active Projects
Lists all active projects you are involved in.
For each project, it shows:
Number of Tasks assigned to you.
Overdue Tasks count (highlighted in red).
Stale Tasks count (highlighted in orange), indicating tasks that have not been updated recently.
Edit icons allow quick access to project Dashboard.
Task Status Columns
Tasks are grouped into four columns based on their current status:
Status | Description |
Not Started | Tasks that have not yet been initiated. |
In Progress | Tasks actively being worked on. |
Completed | Tasks that are fully completed |
Task Cards (Within Each Status Column)
Each task card includes:
Task Title (clickable for detailed view).
Project Name (in smaller font).
Due Date displayed with a calendar icon.
Status Labels:
Overdue: Red label indicating the task is past its due date.
Stale: Orange label indicating the task has not been updated recently.
Progress Bar: Shows percentage completion (for In Progress and Completed tasks).
To-Do List: Displays subtasks with checkboxes to track detailed progress.
Task Owner: Avatar of the person responsible.
Edit Icon: Quick access to edit task details.
How to Use the My Tasks Section Effectively
Filter tasks to focus on what’s due this week or to highlight overdue work.
Review Active Projects to understand your workload distribution.
Prioritize tasks in the Not Started and Overdue sections to avoid delays.
Track progress on In Progress tasks by checking off subtasks and monitoring the progress bar.
Confirm completion of tasks in the Completed column to maintain accurate records.
My Issues
The My Issues within My Work is designed to help users track, manage, and resolve issues efficiently across their active projects. It provides a clear, categorized workflow from new issues to closed ones, facilitating smooth issue resolution and team collaboration.
This offers a structured and intuitive interface for issue management, enabling users to:
Track issues across their lifecycle from new to closed.
Filter and prioritize issues based on type, tags, and status.
Collaborate effectively by assigning owners, reviewers, and updating statuses.
Maintain detailed documentation and communication within each issue record.
Key Features
Filters and Controls
Issue Type Filter: Allows filtering issues by type (e.g., Issue, Risk, Blocker).
Issue Tags Filter: Enables filtering by tags associated with issues.
Show Closed: Toggle to include or exclude closed issues in the view.
Refresh: Button to reload the issue list with the latest updates.
Active Projects Panel
Lists all active projects associated with the user.
Displays project name and owner avatar.
Edit icon for quick access to project settings.
Issue Status Columns
Issues are organized into columns representing their current status:
Status | Description |
New | Recently reported issues that have not yet been addressed. |
In Progress | Issues currently being worked on. |
Resolved | Issues that have been fixed. |
Closed | Issues that are fully closed and require no further action. |
Issue Cards
Each issue card includes:
Issue Title: Clear description of the issue.
Project Name: The project to which the issue belongs.
Tags: Labels such as "Functional Defect” for quick identification.
Owner Avatar: Person responsible for the issue.
Edit Icon: For quick editing of issue details.
Edit Issue Window
When editing an issue, the following fields and options are available:
Issue Title: Editable text field for the issue name.
Project: Displays associated project (non-editable).
Type: Dropdown to select issue type (e.g., Risk, Issue, Blocker).
Owner: Dropdown to assign or change the issue owner.
Reviewer: Dropdown to assign a reviewer.
Priority: Dropdown with options None, Low, Medium, High.
Tags: Add or remove tags for categorization.
Description: Rich text editor for detailed issue description, supporting formatting, images, links, and emojis.
Progress: Displays completion percentage.
Status: Shows current issue status (e.g., Not Started, In Progress, Resolved).
Action Buttons in Edit Issue Window
Start: Begin working on the issue (disabled if already started).
Report Status: Update issue progress.
Get Status Update: Retrieve latest status information.
Re-assign Issue: Change ownership.
Close Issue: Mark issue as closed.
Re-open: Revert the issue to an open state if needed.
Delete: Permanently remove the issue.
Messages Tab
The Messages tab is designed for collaboration and communication related to the issue. It's structured to facilitate clear and organized discussions through tagged messages. Here’s what you can do:
Messages can be created and filtered using preset tags, including All, Meeting Notes, Status Report, Project Scope, Decision, Requirement, Solution, Issue, Risk, Blocker, and Feedback.
Click the "+" icon to create a new message, when creating a new message, you will need to select a required Tag, provide a Title, and add a Description.
Click on a specific message to open the message thread and view the entire conversation.
The Messages tab displays a list of all messages and conversations in a list view.
Attachments Tab
The Attachments tab centralizes all files related to the issue for easy reference:
Upload/ Link Files: Attach relevant documents, website links, screenshots, logs, or any support files.
View Attachments: Browse all files associated with the issue in one place.
Download/Delete: Download files for review or remove outdated/incorrect attachments.