All Tasks Due Detail Explained
- All Apps
- May 4, 2022
- 3 min read
Updated: Sep 1
This post contains an explanation of the:
1.All Tasks Due detail table
The All Tasks Due Detail table summarises all upcoming deadlines with links to the specific details for each task. This table will be your starting point for every day. Once your Clients have been added to DataGrows and services have been switched on, all of your tasks will appear here. This task table also highlights when someone is on leave to prevent tasks from being missed.
The All Tasks Due Detail table is located at the top of the left navigation or the top of the home screen.
Due dates in this table are colour-coded to indicate:
Green: Backlog task, get to it when you can
Orange: Client delayed
Pink: Overdue, this needs your urgent attention
Yellow: Due in the next 7 days.
No colour: Due in the near future.
There are two ways to work on these tasks:
a.Directly in the All Tasks Due detail table
Here you can click on any record, log time, make a note, interact on the internal chat and mark the task complete.
To record time: Click once on the task record row on the All Tasks Due detail table, start your timer by clicking on the play button, type a note, click on Save and stop the timer.
To mark the task as complete once done: Tick the selection box on the extreme left column of that task row, go to the Actions menu above the Table heading and choose "Mark complete” from the dropdown menu. This will archive the task.
b. By going to the main task table.
To work on the required task in the detailed view, click on the blue-green link (shown in the image below). This takes you to the Detailed task table and immediately filters on that task for that client for that period.
The detailed view contains various checkboxes and steps you need to complete in order to complete a task. If you want to add your own steps to these tables, please email support@mydatagrows.com to enquire about our advanced view. To work on the task, click on the record and press play on the timer to record time, make your detailed workflow updates, amend your progress dropdown and add to your notes if you need to. The status, progress and notes logged here will pull through to your All Tasks Due Detail table.
You can navigate back to the All Tasks Due Detail table by clicking on the word in the top right-hand corner or in the left navigation.
You can also have the All Tasks Due detail table open in one tab and right-click on any of the blue-green links to work on the task in a separate tab. Remember, we colour-code the due date column based on each deadline. So focus always remains on the colour-coded fields to help you stay on top of those deadlines.
2.Applying filters to ease your workflows
Take some time to arrange the columns in a way that makes sense to you and save some filters that you might use regularly to help you streamline your workflows.
Two great filters to apply in the All Tasks Due Detail table could be:
If you are an accountant, and you currently see all the tasks for everyone on the team, Save a filter where you filter on your own name in the accountant column.
If you are a manager who needs to sign off on work, apply and save a filter that looks as follows.
3.All Tasks Due Detail report
The All Tasks Due table also gets emailed out as a report every Monday morning to your staff. The report contains a 30-day summary of all tasks grouped by accountant. Click on the + in the left panel to expand the group.
It also gives a details tab for each accountant and clerk containing a detailed breakdown of each of their tasks.
Leave Indicator
This post will show you how to indicate when someone is on leave. It is not a leave approval tool, but a way to ensure work doesn’t get missed when someone goes on leave.
Tasks that fall within the leave period will be flagged in the All Tasks Due Detail table through the 'On Leave' column.
Comments