Tasks

Streamline task management directly within the dashboard interface with to-do lists, subtasks, and completion tracking for individuals and teams.

Specs

Label	Value
Version	1.0.0 (updated on 2024-04-05)
Developer	Labii Inc.
Type	Dashboard
Support Configuration	Yes

Overview

The Tasks widget is designed to streamline task management directly within the dashboard interface, providing users with a seamless experience akin to leading task applications in the market. With its intuitive design, users can effortlessly organize, prioritize, and monitor their tasks, ensuring optimal productivity. Whether it's creating new tasks, setting deadlines, or marking completed items, the Tasks widget offers comprehensive functionality tailored to meet the diverse needs of individuals and teams. Perfect for placement on project or personal dashboards to keep critical action items visible and actionable.

Use Cases

• Daily Task Review: Review the list of tasks to be completed for the day or week.

• Project Tracking: Monitor outstanding tasks linked to a specific project or experiment.

• Team Coordination: Share a task dashboard with team members to align on priorities.

• Recurring Task Management: Track tasks with repeating frequencies to ensure nothing is missed.

• Deadline Monitoring: Surface upcoming or overdue tasks by filtering on date columns.

Configuration

Initial Setup

1

Navigate to the dashboard where you want to add the widget.

2

Click Add Widget and select Tasks from the dashboard widgets catalog.

3

Configure the required settings:

• Table: Select the task table you created from the task template. This widget is designed for tasks tables. Due to the different column names, other tables may not work.

4

Click Save to add the widget to your dashboard.

Required Settings

• Table: Select the task table created from the Labii task template. This widget relies on specific column names present in that template.

Optional Settings

• Query: To further narrow the results, enter a query string.

• Columns: Choose which columns to display in the task list.

• Date column: Choose the Date column from the task table to enable deadline tracking.

• Frequency column: Choose the Frequency column from the task table to support recurring task display.

This widget is specifically designed for tables created from the Labii task template. Using other tables may produce unexpected results due to different column names.

Readonly View

Dashboard widgets are designed for data visualization and monitoring, displayed in read-only mode on dashboards.

Display Features

• Task List: All tasks matching the configured table and filter are displayed as a list.

• Checkboxes: Each task row includes a checkbox to mark completion at a glance.

• Subtasks: Nested subtasks appear directly beneath their parent task for hierarchical visibility.

• Due Dates: When a Date column is configured, deadline information is shown alongside each task.

• Frequency Indicators: When a Frequency column is configured, recurring patterns are visible.

The Tasks widget displays a checklist of tasks with nested subtasks and completion checkboxes.

The widget automatically reflects the latest task data from the connected table each time the dashboard loads.

Additional Functions

Add a Task

Click the Add task button within the widget to create a new task directly from the dashboard without navigating away.

Add a Subtask

To add a subtask, click the Add icon located next to a parent task. The subtask will appear nested directly beneath its parent for easy organization and visibility.

Complete a Task

To mark a task as complete, click the checkbox at the front of the task row. The task will be visually marked as done.

Completing tasks directly from the dashboard widget keeps your task list up to date without requiring you to open the full table view.

Data Source

• Tasks Table: The primary data table queried by this widget, created from the Labii task template.