Your dashboard gives you a birds’ eye view of pending work, total workload, work by status, and the percentage of work completed on time. Here’s an overview of each section of the dashboard.

Open Work counts all the work items still in progress – in other words, everything with a blue, yellow, and red status. This includes all Ready, In Progress, and Waiting items.

Work Overdue totals any Open Work which is past the due date.

Work Completed totals all work with a green status.

Below the header, the Work by Status section gives you an overview of work items sorted by all status types. You can use the dropdown menus to filter by Work type and Assignee to drill down further, or click on each status name to see details of all work items under one status.

To the left of the Work by Status section, you’ll see a pie chart that visually breaks down work by status and the percentage of work items your firm has completed.

Below the % Work Completed section, you can see open work divided by team member on the right hand side. Click on each team member to see a breakdown of all their open work.

Blue = work in progress that’s not yet overdue

Yellow = work in progress that’s overdue.

Below the Team view, you’ll see the same work items divided by Work Type. Click on each work type for a breakdown of all open work of this type.

Have questions? Please don’t hesitate to contact us for more support!