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bjornliow's avatar
bjornliow
New Contributor III
5 hours ago

Task Manager Dashboard

Hello,

Would it be possible to extract information from Task Manager to create a separate dashboard?

Currently, I have tasks grouped in the following example:

Task GroupTaskCategory 1Category 2
Accounts ReceivableClose AR Module - KoreaKoreaAPAC
Accounts ReceivableClose AR Module - JapanJapanAPAC
Accounts ReceivableClose AR Module - ItalyItalyEMEA
Accounts ReceivableClose AR Module - SpainSpainEMEA
Accounts PayableClose AP Module - KoreaJapanAPAC
Accounts PayableClose AP Module - JapanKoreaAPAC

Currently, the OOB dashboard in Task Manager only allows view of single filter. This will take time for users to update the filter for each of the region/country.

We are looking to have a dashboard which show the progress at Global level but also has the flexibility to further drill down to region and country level progress % by the task group. The dashboard should be able to show the progress of multiple countries/regions in a single view for quick reference, instead of manually updating category filters one-by-one. I've provided an example below.

 

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