Understanding Task Insights

Task Insights (found via Tasks > Task Insights) is a dashboard that summarizes how a specific Task Template is performing: how many of its Tasks are open, overdue, completed, or expired, broken down by Team and by Assignee, over a date range you choose.

How to view it

1. Go to Tasks, then click Task Insights in the top right.
2. Select which Task Template you would like to review. Task Insights always shows data for one template at a time, so this step is required before anything loads.
3. Use the filters to narrow the results further by Team, Location, or date range.

What it shows

• Summaries: total Tasks created, how many are Open, the % Open, how many are Overdue, how many are Complete, and how many are Expired (with percentages).
• A breakdown by Team, showing each Team's share of total/open/completed/expired Tasks.
• A breakdown by Assignee, showing the same, per person (including a "Not Assigned" bucket for Tasks with no assignee).

Required security permissions

Viewing Task Insights requires View (read-only) access to the Task Dashboard permission. Without it, the Task Insights page and its underlying data won't load.

Location affiliation

Task Insights is not account-wide by default. What you see is based on your affiliations.

A manager who's only affiliated with their own location will only see that location's Tasks in Task Insights, even if they have permission to view the dashboard.