Tasks Dashboard & Logs – Status & RAG Rating

In our latest release, we have updated your tasks dashboard and task logs (at the grid and element level), to include the new task statuses and RAG ratings. This update includes some key changes to the layout of the filters within your tasks dashboard and logs, these are detailed below.

Please note that all your existing filter bookmarks will continue to work as before.

Task Status

Previously, the task status column was a simple list to filter tasks by the status of open, overdue or complete. This has now been updated to allow you to filter by the new task statuses of:

• Not started
• In progress
• On hold
• Complete

The previous status filters can now be set using the new statuses:

• Open = Select all statuses except complete (this is the default filter set for task statuses i.e. show all open tasks)
• Overdue = This can now be filtered in the due date column (see below)
• Complete = Select only the complete status (task is complete)

Task Due Date

The due date column now also contains your overdue tasks and it includes two new filters:

• Overdue – toggles whether to include overdue tasks in your filter (this is toggled on by default)
• No due date – toggles whether to include tasks with no due date in your filter (this is toggled on by default)

The existing from/to due date filter is unchanged.

Task RAG Rating

This is a new filter within your tasks dashboard and logs, you can now filter tasks by their current RAG rating:

• Red
• Amber
• Green
• None

All four are toggled on by default.

Sorting Tasks

You can continue to sort the order of the tasks in your dashboard and logs as before. Each filter includes an ascending and descending filter to sort the order of your tasks by the selected column.

You can learn more about your tasks dashboard and the task logs within your elements and grids on our help site here.

If you have any feedback on this feature, or any feedback on Method Grid in general, please get in touch on our community or by emailing [email protected].