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Assignment Overview Widget

Learn how to use the Assignment Overview widget to monitor and manage assignments effectively.

Written by Logan Bowlby

Overview

The Assignment Overview widget summarizes Assignments across categories, users, and Locations, helping you track completion, spot overdue work, and optimize workflows.

Why this matters: A single view of assignment progress makes it easy to monitor team productivity, find bottlenecks, and make sure critical tasks are prioritized.


Configuration and filters

Add the Assignment Overview widget to your Dashboard, then use its filters to focus on the assignments you want to track.

  • View a breakdown of Assignments by predefined categories.

  • See tasks grouped by assignee to track work per user.

  • Group data by Location for easy tracking.

  • Review completion status, including the share of completed, in-progress, and overdue tasks.

Best practice: Watch completion status to catch bottlenecks early, and combine the Location and Category filters to keep critical work prioritized.


Frequently asked questions

Q: Can I filter by location and category at the same time?
A: Yes, you can apply multiple filters together to narrow the data displayed.

Q: How often does the data update?
A: It updates in real time as assignments are completed or modified.

Q: How can I spot overdue work quickly?
A: Review the completion status breakdown, for example filtering to a location to see which assignments are still overdue.

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