Using the Dashboard to View Task List Status

You can use the task list dashboard to view a graphical representation of task list status. This lets you better visualize task list status. Clicking on a section of the chart displays detailed information about that chart section in the grid displayed below the chart.

  To use the dashboard to view task list status:

  1. Select View, then Task List, and then Report.

  2. For Users and Groups, click the selection icon. Add the users whose status you want to view to Selected Users, and then click OK.

    The users displayed are those users who have access to the task lists.

  3. For Select Task Lists, click the selection icon. Add the tasks to view to Selected Task Lists, and then click OK.

  4. Click Go.

  5. Click View, and then select a view option:

    • By Status: Display a pie chart for task status, with an option to create a report.

    • By Type: Display a pie chart for task type, with an option to create a report.

    • By User: Display a bar chart for task users. No report option is available for this view.

  6. Click a section of the chart to display details about that section in the grid below the chart. For example, in the By Status view, clicking Incomplete displays details about incomplete task lists.

    In the By Status and By Type views, the grid below the chart displays columns for Task, Task Type, Status, Task Details, Due Date, Due Date Repeat, Alert Date, Alert Repeat, Completed Date, Dependency, and Instructions.

    The By User view shows information for Overdue, Incomplete, and Complete.

  7. Optional: If you selected By Status or By Type in step 7, you can create a report. See Reporting on Task List Status.