Introduction to the Dashboard Planner on TaskPilot

Welcome to the Dashboard Planner on TaskPilot! This tool helps you manage and track your tasks effectively. Here’s a quick guide to understanding its layout and how to use it:

Views

At the top of the page, you’ll find different views to help you see your tasks in various time frames:

• Today: Displays all tasks planned and active for the current day. It also shows backlog, overdue tasks, tasks awaiting approval, and reported tasks.
• 3 Days: Shows tasks for today and the next two days, including backlog and overdue tasks.
• Week: Provides an overview of tasks for the current week, from Monday to Sunday, plus backlog and overdue tasks.
• Month: Shows tasks for the current month, with backlog and overdue tasks included.

Columns

The columns on your Dashboard are organized to help you manage tasks based on their status:

• Backlog: Holds tasks that don’t have a specific date assigned.
• Overdue: Lists tasks that were scheduled but not started by their due date.
• Today: Lists all tasks scheduled for today. Active tasks will have a timer (green or yellow) indicating their current status.
• Pending Approval: Contains tasks that contractors have completed and are waiting for your approval. Approved tasks will be removed from this column.
• Reported: Shows tasks that contractors have reported. These tasks need your attention and also appear in their respective active or pending columns. This column is updated daily.

Important Note: Contractors only receive tasks in their app if both the assignee and the date are set.