Work, Staff & Office Management
User Dashboard
21 reports come off this one screen, and 5 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
- 21
- Actions
- 5
Reports from this screen21 reports
My Total Tasks
Everything on this person's plate, whatever its state, as one figure.
My Completed Tasks
What they have finished, with the percentage of their own total beside it.
My Pending Tasks
What is still open on them — the number most staff actually work from.
My Priority Tasks
The jobs on them that were flagged urgent.
My Tasks Not Started
Work sitting with them that has never been opened.
My Performance, Month By Month
A person's own output over the year as a chart on their own home screen — so performance is something they can see and correct, not something delivered to them at an appraisal.
My Tasks Due Today
What this person has to deliver today.
My Tasks Due Within 7 Days
Their week ahead.
My Tasks Past Their Due Date
Everything of theirs already late.
Assigned To Me
Work where this person is the one doing it.
Where I Am Task Leader
Work they lead rather than do.
Where I Am Task Manager
Work they manage.
Where I Am A Task Member
Work they are part of a team on.
My Work By Service And Role
Every service the firm sells down the side, and this person's count as leader, manager, user and member across it — so somebody holding 3,816 jobs as leader and 1,806 as the person doing them can see the difference at a glance.
Cut byTask typeLeaderManagerUserMember
My Follow-ups
Chasers assigned to this person: pending, completed, due today, due within the week, and crossed.
Cut byPendingCompletedDue todayIn a weekCrossed
My Appointments
Their client appointments on the same five-way split.
Cut byPendingCompletedDue todayIn a weekCrossed
My Meetings
Their internal meetings, likewise.
Cut byPendingCompletedDue todayIn a weekCrossed
My Month, On A Calendar
Notices, tasks and schedules laid on a month grid with a count on each day — the view that answers what is coming rather than what is outstanding.
Cut byNoticesTasksSchedules
My To-Do List
Personal items tracked beside the firm's work — the small things that never become a formal task but still have to be done.
Notice Board: My Work
Notices posted to this person about the work they hold.
Notice Board: Notifications
Everything the system has raised for them, in one place on the screen they already have open.
Actions you can take from this screen5 actions
Read my dashboard for one branch
Where the firm runs multiple offices, a user's own home screen answers for whichever branch they are permitted to see.
Open the activity behind my chart
Jump from the performance chart straight into what produced it.
Filter my work by role
Narrow the whole role-wise breakdown to one relationship at a time.
Add a to-do without leaving the screen
Capture the small thing the moment it is said, on the screen already open.
Keep notes on my own dashboard
Sticky notes that live with the work rather than on a monitor bezel.
Where to go next
Other screens in Work, Staff & Office Management with reports of their own:
- Service Status Dashboard30 reports
- Live Activity Report Dashboard14 reports
- User Activity Dashboard & Report38 reports
- Client Report15 reports
- Employee Report9 reports
- Consolidated Report11 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.