The Task List Status Audit Dashboard increases transparency and accountability for Task List items. It allows you to review task statuses quickly, see when a task was completed and by whom, and confirm the current assignment of each task.
This dashboard is designed to help identify tasks that may require follow-up or may have been overlooked. Each task is represented by a single row, showing the most up-to-date information available.
📔Note: This dashboard does not track or display a history of changes for each task; it surfaces only the current state of the task.
Questions the Dashboard Can Answer:
Open Tasks
Which tasks are still open?
What are their due dates?
Who is currently assigned to them?
Voided Tasks
Which tasks have been voided?
When were they voided?
Who was originally assigned to them?
Completed Tasks
Which tasks are completed?
When were they completed?
Who was assigned at the time of completion?
Who marked the task as complete?
Timeliness of Completion
Are tasks being completed early, late, or on time compared to their due date?
Patient Association
Which patient(s) have active or completed tasks linked to them?
Staff with the permission of analytics_dashboard_task_list_status_audit assigned to a role will have access to this dashboard in Analytics.
💡To learn more about how to access and run reports for dashboards, see our Analytics Dashboards guide.
The Task List Status Audit Dashboard consists of two tabs, Summary and Details.
Summary Tab
The Summary tab is organized into three primary sections, each designed to give a clear snapshot of task performance and distribution.
Summary Section
The Summary section provides a high-level overview of task volume by status. Voided tasks are excluded from this view so that the data reflects only active and completed work. Within this section, users can quickly see the number of open tasks still in progress, the number that have been completed, and the average number assigned per individual. This makes it easy to understand overall task distribution, identify whether work is being completed at a steady pace, and spot any imbalances in workload across team members.
Breakdown Section
The Breakdown section offers a more detailed view of task distribution and performance. It displays the total number of tasks organized by status, while also segmenting them by both group assignees and individual assignees. This layered perspective makes it easy to see how responsibilities are shared across teams and within each group member.
In addition to showing task ownership, the Breakdown section highlights timeliness, allowing you to quickly determine whether tasks are being completed on schedule or falling behind their due dates. By surfacing both accountability and performance, this section helps identify patterns, spot potential bottlenecks, and ensure that tasks are progressing as expected.
Trend Section
The Trend section provides a dynamic view of task activity over time, allowing you to analyze patterns and performance at different levels of detail. Using the Group by filter, you can display task volume by day, week, month, quarter, or year, depending on the scope of analysis you need. Alongside task counts, this section also shows the status of tasks, helping you track how workloads evolve and shift across time periods.
In addition, the Trend section highlights timeliness by surfacing the percentage of tasks completed on time versus those finished late. This combination of volume, status, and performance metrics makes it easy to identify recurring trends, monitor improvements, and pinpoint periods where deadlines are consistently met or missed.
Details Tab
The Details tab provides a comprehensive list of all tasks within the selected time period, serving as the foundation for the summaries and trends displayed on the Summary tab. Unlike the high-level views in other sections, the Details tab allows you to drill down into individual tasks to see key information, such as who created the task, who it was assigned to, who completed it, and when completion occurred. You can also view any patient associated with the task, ensuring full visibility into both workflow accountability and patient-related activity.
Where information is not applicable or unavailable, the tab will display dashes in the relevant columns—for example, when no patient is linked to a task or when a task has not yet been completed.
This tab is designed to provide maximum transparency and granularity, making it easy to investigate specific tasks or verify the accuracy of task records.
