Work, Staff & Office Management
Service Status Dashboard
30 reports come off this one screen, and 3 things you can do from inside it without opening another. Every one is named below, with what it actually answers — so you can tell before a demo whether this is the screen you have been doing by hand.
- Reports
- 30
- Actions
- 3
Reports from this screen30 reports
Task Completed
Every job of this service that is finished, for the period you are looking at.
Task Pending
Everything still open on this service — the list a partner opens first.
Not Started
Jobs raised but never picked up, separated from the ones already moving.
In Process
Work somebody has actually started and has not yet finished.
Priority Tasks
The jobs marked priority on this service, pulled out of the general list.
Long Due Tasks
Work that has been sitting far longer than it should — the quiet backlog nobody reports on.
Tasks With Pending Issues
Jobs held up by something unresolved, whoever it is waiting on.
Tasks Kept On Hold
Work deliberately parked, so a hold is a decision on record rather than a job that went quiet.
Tasks With No Issues
Everything clear to proceed — the work that has no excuse for not moving.
Tasks Due Today
What has to go out today on this service.
Tasks Due In Next 7 Days
The week ahead, so staffing decisions are made before the week starts rather than during it.
Tasks Crossed Due Date
Everything already late on this service.
Pending Issue Wise Report
Held-up jobs grouped by what is holding them up — Aadhaar information, digital signature, details from the client, tax payment — and you can email every client on one reason at once, or message them through the Messaging Portal.
Cut byAadhar Information PendingDigital Signature PendingInformation / Details PendingTax Payment Pending
Rows here are whatever your firm has set up, not a list we ship.
Milestone Wise Report
Pending work bifurcated by the milestone it has actually reached, so a return whose computation is done reads differently from one nobody has opened.
Rows here are whatever your firm has set up, not a list we ship.
Milestone Group Wise Report
Related milestones read as one group, with a details view that opens the individual milestones inside it. Both the milestones and the groups are the firm's own.
Rows here are whatever your firm has set up, not a list we ship.
FY & Period Wise Task Status Report
Pending and completed counts for this service across financial years and periods, with everything older than three years carried as one column.
Cut byFY 2026-2027 — pending / completedFY 2025-2026 — pending / completedFY 2024-2025 — pending / completedPrevious years — pending / completed
User-wise Tasks — Task Leader
Per person, the jobs of this service they LEAD — counted separately, because leading a job and being assigned it are different responsibilities and a partner who only sees one of them is managing blind.
Cut byFilter by status: Pending / Completed
User-wise Tasks — Task Manager
The same people, counted for the jobs they MANAGE rather than lead. One person can hold both roles on the same job.
Cut byFilter by status: Pending / Completed
User-wise Tasks — Assigned User
And the jobs actually ASSIGNED to them — the workload figure, as opposed to the oversight figure above it.
Cut byFilter by status: Pending / Completed
Overall Tasks
Every job of this service in one list, whatever its state — the tab you open when you want the whole picture rather than a slice of it.
Between Milestone Report
Pick a milestone that is done and one that is not: every job sitting between the two. Every return whose computation is checked but which has not been filed.
Cut byCompleted milestonePending milestone
Task Wise Report
This service read job by job rather than aggregated — the level a manager works at when chasing a specific client.
Follow-ups On This Service
Chasers attached to this service: how many are pending, done, due today, due within the week, and how many have been missed altogether.
Cut byPendingCompletedDue todayDue in a weekCrossed
Appointments On This Service
Client appointments booked against this service, on the same five-way split.
Cut byPendingCompletedDue todayDue in a weekCrossed
Meetings On This Service
Internal meetings against this service, on the same split — so a job stalled on an unheld meeting is visible.
Cut byPendingCompletedDue todayDue in a weekCrossed
To-Do Status, Task Wise
Checklist progress crossed against task state: how many completed jobs still have an open checklist item, and how many pending jobs have already cleared theirs.
Cut byTasks completed — to-dos pending / completedTasks pending — to-dos pending / completed
Tasks With To-Do List
Which jobs of this service carry a checklist at all — the ones being worked to a standard rather than from memory.
To-Do List Wise
One checklist item read across every job that carries it — how many audits are waiting on the same single document.
Exception Report
The records on this service that do not look right, surfaced for review rather than waited for.
All Task Report
Every task of this service in one exportable list, for bulk review and bulk action.
Actions you can take from this screen3 actions
Email all clients with pending work in one click
Not only the jobs with a logged issue — work not started, and work simply pending, can be chased the same way. Select the clients from the list and email all of them at once, with client name, service, financial year, period and task description filled in for each.
Or send it as a message instead
The same selection and the same filled-in details, sent through the Messaging Portal rather than as an email — for the clients who never open email. One capability, two channels, chosen at the point of sending.
Raise a task without leaving the report
Spot the gap and fill it on the spot, rather than noting it down and going somewhere else to act on it.
Where to go next
Other screens in Work, Staff & Office Management with reports of their own:
- Live Activity Report Dashboard14 reports
- User Activity Dashboard & Report38 reports
- Client Report15 reports
- Employee Report9 reports
- Consolidated Report11 reports
- User Dashboard21 reports
- Detailed Service Information13 reports
- Daily Auto Email Reporting30 reports
- Everything in Work, Staff & Office ManagementThe whole module — every feature, not only the ones that produce reports.
- The full catalogue — 350+ reportsAll 389 figures MyTask produces, grouped by module and searchable.