Task Summary

The Tasks Summary screen displays the tasks that are to be completed within a specific time frame, which is typically the current day, or the time selected in your search criteria. If there are tasks that are not yet complete, these tasks also display.

This screen enables you to quickly determine what work is being done and which tasks are at risk. The details display as data within a graph and also within a table as more granular details.

Table 1. Task Summary
Task Summary

The Task Summary graph displays a summary of all the available tasks. The graph displays the following information:

  • Completed - The number of tasks completed. Completed tasks display as gray boxes in the graph.
  • Open To InProgress - The number of tasks that are either open or in progress. These tasks display as green boxes in the graph.
  • # Tasks at Risk of Delay - The number of tasks that are at a risk of getting delayed. These tasks display as red boxes in the graph.
Fields
# Of Users Logged In The number of users currently logged in. Click this link to view the User List, which displays a list of available users.
Current Time The current time.
End Of Day Midnight of the present day.
Task Type The task type. Click this link to view the Task Summary By Zone screen.
Name The name of a task type.
Open Tasks The number of tasks that are open, which includes the following states:
  • Open
  • Held
  • Suggested
  • In Progress

Click this link to view the Task Summary By Zone screen, which displays a breakdown of open task summaries.

# Tasks At Risk Of Delay The number of tasks at risk of delay. This is estimated based on finish time of tasks, the number of users working on the task type, standard rate, and current time.
Standard Rate The standard rate of work, or the number of tasks per hour.
Effort (Hrs) The amount of effort in hours. Effort equals the Open Tasks divided by the Standard Rate.
# Logged In / Available Users The number of people logged in who possess the skills required to perform the task at hand. The first number indicates how many people are currently performing the task. The second number indicates the total number of people capable of performing the task, including those who are currently performing the task.

For example, 3/5 indicates that five people are capable of performing a specific task type; three of those five people are currently performing that task type. Click this link to view the User List screen, which displays a list of available users.

Past Due The number of tasks that should have been completed but are still open.
# Batches The number of batches open for this task type.
Completed Tasks The number of completed tasks.