Overview
A focused Assignments widget gives a team a working list of overdue jobs. Filter it to open work, the responsible team and deadlines before today, then show the columns needed for the review.
At a glance |
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Who can do this | Super Users or Dashboard Templates › Manage; viewers need access to the underlying data |
Where | Dashboard Templates › Assignments widget |
Works on | Backend (web) |
Availability | All organizations |
💡 Why this matters: A short actionable list helps the team decide what to do next and open the original work record.
Before you start
Confirm which User Group owns the work and which Locations the viewers can access. The Dashboard does not grant access to Assignments. See the Assignments widget.
Walkthrough
1. Add the work list
Edit the team’s Dashboard Template and add the Assignments widget. Give it a clear custom title, such as Maintenance overdue work.
2. Limit the responsible team
Set Status to Open and use Assignee › Assigned To to select the team. Add the intended Locations if needed. This selects assigned work, not everything created by members of the team.
3. Choose overdue deadlines
Set the Deadline filter to Before Today. Jobs due later today are outside this view, and jobs with no deadline are not captured by this overdue-date filter. Keep a separate review for unassigned or undated work.
4. Make the list actionable
Use Setup visible columns to show Deadline and Assignee. Sort by Deadline and save the template or filter. Open a row to inspect its record. Check the view with a normal recipient, whose access may be narrower than yours.
Check the outcome
The team sees its accessible open Assignments with deadlines before today. The view is a live work list, not a count of all backlog categories.
Best practices
Review undated and unassigned work separately.
Keep personal experiments in a Personal filter.
Use distinct titles for today’s work and overdue work.
Frequently asked questions
Why are two managers seeing different rows?
The widget only shows Assignments each viewer can access. A shared layout does not broaden permissions.
Can I filter by when the Assignment was created?
This widget’s date filter is Deadline. Use the appropriate Assignment reporting view for other analyses.
Why is a job due today missing?
Before Today excludes today. Use Today or another deadline range for a separate due-today view.