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Your Task Command Center

While you create most tasks through WhatsApp conversations, the dashboard gives you the “bird’s eye view” of everything happening in your workspace. Think of it as mission control for your productivity.

Task Overview

See all tasks across your team in one organized view

Filter & Search

Find specific tasks instantly with powerful filtering

Bulk Actions

Edit, reassign, or complete multiple tasks at once

Analytics

Track productivity patterns and team performance

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Dashboard Views & Layouts

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Today’s Focus View (Default)

Your daily dashboard shows what matters most right now: 
📅 Monday, Jan 15, 2024

🔴 OVERDUE (1)
• 11:00 AM - Call client about contract [#23] 

🟠 DUE TODAY (4)
• 2:00 PM - Team standup meeting [#45]
• 3:30 PM - Review quarterly report [#48]
• 4:00 PM - Update project timeline [#51]
• 6:00 PM - Send proposal to prospect [#52]

🟢 COMPLETED TODAY (3)
• 9:00 AM - Email marketing newsletter ✓
• 10:30 AM - Social media posts ✓ 
• 1:15 PM - Client check-in call ✓

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All Tasks View

For the complete picture, switch to the comprehensive task list:
Perfect for: Quick scanning, bulk actions, sorting
✅ Task Title                  | Assignee    | Due Date    | Status   | Priority
--------------------------------------------------------------------
Call client about contract    | You         | 11:00 AM    | Overdue  | High
Team standup meeting         | Sarah       | 2:00 PM     | Pending  | Medium
Review quarterly report      | Mike        | 3:30 PM     | Progress | High
Update project timeline      | You         | 4:00 PM     | Pending  | Low
Send proposal to prospect    | Lisa        | 6:00 PM     | Pending  | High
Perfect for: Visual organization, drag-and-drop, detailed infoEach task appears as a card with:
  • Task title and description
  • Assignee avatar and name
  • Due date with time remaining
  • Priority indicator (color-coded)
  • Tags and categories
  • Quick action buttons (complete, edit, reassign)
Perfect for: Timeline planning, deadline managementSee tasks plotted on a calendar:
  • Month, week, or day views
  • Drag tasks to reschedule
  • Color coding by assignee or priority
  • Integration with external calendars

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Quick Filters

One-click filters for common needs:

By Status

  • Pending: Not started yet
  • In Progress: Currently being worked on
  • Completed: Done and finished
  • Overdue: Past due date

By Assignee

  • My Tasks: Tasks assigned to you
  • Team Tasks: Tasks you assigned to others
  • Unassigned: Tasks without an owner
  • Specific Person: Filter by individual

By Time

  • Today: Due today
  • This Week: Due in next 7 days
  • This Month: Due in next 30 days
  • Custom Range: Pick specific dates
Find exactly what you’re looking for: 
Search Examples:

"client call" → Find tasks about client calls
"Sarah proposal" → Tasks assigned to Sarah about proposals
"#marketing urgent" → Urgent marketing tasks
"overdue contract" → Overdue tasks mentioning contracts

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Task Details & Editing

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Viewing Task Details

Click any task to see complete information: 
📄 Task Details

Title: Review quarterly marketing report
Description: Analyze Q3 performance metrics and prepare recommendations

👤 Assignment
Assigned to: Sarah Johnson
Created by: You

⏰ Scheduling
Due date: January 15, 2024 at 3:30 PM
Timezone: Eastern Time (EST)
Created: January 12, 2024 at 10:15 AM

📈 Progress Tracking

Status: In Progress (started 2 hours ago)
Completion: 60% estimated
Time spent: 2.5 hours
Estimated remaining: 1 hour

🔄 History
• 3:30 PM - Sarah started working on task
• 1:00 PM - Reminder sent to Sarah
• 10:15 AM - Task created and assigned

🏷️ Tags & Categories

Tags: #marketing, #quarterly-review, #high-priority
Project: Q4 Planning Initiative
Department: Marketing

🔗 Related Tasks
• Prepare Q4 budget proposal (depends on this)
• Schedule Q4 strategy meeting (blocked by this)

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Editing Tasks

Make changes directly in the dashboard:
1

Open Task Editor

Click task → “Edit” button or double-click task title
2

Modify Details

Change title, description, due date, assignee, priority, or tags
3

Save Changes

Changes sync automatically - no need to manually save
4

Notify Team

Assignee gets WhatsApp notification of changes if significant

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Common Editing Actions

Quick reschedule options:
  • Later today (+4 hours)
  • Tomorrow (same time)
  • Next week (same day/time)
  • Custom date/time picker
Bulk reschedule: Select multiple tasks → “Reschedule” → Choose new timing

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Bulk Operations

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Mass Task Management

Handle multiple tasks efficiently:

Selection Methods

  • Checkbox selection: Click individual checkboxes
  • Shift+click range: Select multiple consecutive tasks
  • Ctrl+click individual: Select non-consecutive tasks
  • Select all visible: Checkbox in header

Bulk Actions

  • Complete selected: Mark multiple tasks done
  • Reassign: Change assignee for all selected
  • Reschedule: Move all to new date/time
  • Delete: Remove multiple tasks (with confirmation)

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Smart Bulk Operations

Every Monday morning:
  1. Filter: Completed last week
  2. Select all completed tasks
  3. Bulk action: Archive to free up dashboard space
  4. Review: Check for any recurring tasks to recreate
When someone is overloaded:
  1. Filter: Assignee = Overloaded person + Status = Pending
  2. Select tasks suitable for redistribution
  3. Bulk reassign to available team members
  4. Notify both parties via WhatsApp
During busy periods:
  1. Filter: Due this week + Status = Pending
  2. Review and select non-critical tasks
  3. Bulk reschedule to next week
  4. Keep only essential tasks for current week

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Task Analytics & Insights

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Personal Productivity Metrics

📈 Your Performance (Last 30 Days)

Tasks Completed: 47
Completion Rate: 92%
Average Time to Complete: 2.1 days
Tasks Created: 52

📅 Daily Breakdown
Mon: 8 completed, 2 pending
Tue: 6 completed, 1 overdue
Wed: 9 completed, 0 overdue
Thu: 7 completed, 1 pending
Fri: 5 completed, 3 pending

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Team Performance Overview

Team Efficiency

  • Overall completion rate: 87%
  • Average task lifetime: 1.8 days
  • Most productive member: Lisa Chen (96%)
  • Fastest turnaround: Sarah Johnson (1.2 days avg)

Workload Distribution

  • Most tasks assigned: Mike Wilson (15 active)
  • Most balanced: John Smith (8 active, 6 completed)
  • Needs support: Sarah Johnson (12 active, 3 overdue)
  • Available capacity: Lisa Chen (3 active)

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Dashboard Customization

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Personal Dashboard Setup

Customize your dashboard widgets:
  • Today’s tasks summary
  • Team activity feed
  • Upcoming reminders
  • Weekly completion chart
  • Priority task alerts
  • Recent team messages
Drag and drop widgets to arrange your perfect layout
Set your preferred defaults:
  • Landing page: Today’s Focus vs All Tasks
  • Task view: List, Cards, or Calendar
  • Sort order: Due date, Priority, or Assignee
  • Filter persistence: Remember your filters
Dashboard-specific notifications:
  • Browser notifications for urgent tasks
  • Sound alerts for overdue items
  • Visual indicators for team activity
  • Email summaries of dashboard activity

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Team Dashboard Customization

As an admin, you can customize the team experience: 
Available Team Widgets:

📈 Team Performance Chart
📋 Team Task Summary  
🗓️ Shared Team Calendar
🏆 Top Performers This Week
🔔 Team Alerts & Announcements
📅 Upcoming Team Deadlines

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Mobile Dashboard Experience

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Mobile-Optimized Views

The dashboard works perfectly on phones and tablets, with touch-optimized interfaces.
Touch-friendly interactions:
  • Swipe to complete tasks
  • Pull down to refresh
  • Long press for context menus
  • Tap to expand task details
Mobile-specific shortcuts:
  • Quick add task button (floating)
  • Voice-to-text for task creation
  • Camera for task attachments
  • Location-based task reminders
Works without internet:
  • View recent tasks offline
  • Mark tasks complete offline
  • Create new tasks offline
  • Sync automatically when online
Offline indicators:
  • Clear offline status display
  • Pending sync counter
  • Auto-sync when connection returns

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Integration with WhatsApp

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Seamless Sync

Changes flow both directions instantly: 
When you edit in dashboard:

• Complete task → WhatsApp confirmation sent
• Reschedule task → WhatsApp update to assignee
• Reassign task → WhatsApp notification to new assignee
• Add task note → WhatsApp update if significant

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Troubleshooting Common Issues

Check these items:
  1. Refresh the browser (Ctrl+F5 or Cmd+R)
  2. Clear active filters (“Clear All Filters” button)
  3. Check date range filters (might be too narrow)
  4. Verify you have permission to see the tasks
  5. Check if tasks were archived or deleted
When dashboard and WhatsApp don’t match:
  1. Check your internet connection
  2. Force refresh the dashboard
  3. Send “sync” message to WhatsApp bot
  4. Clear browser cache if problems persist
  5. Contact support for persistent sync issues
If dashboard is slow:
  1. Clear completed tasks (archive old ones)
  2. Reduce number of widgets displayed
  3. Use filters to limit displayed tasks
  4. Check browser memory usage
  5. Try a different browser

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Best Practices for Task Management

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📋 Daily Workflow

1

Morning Review (5 minutes)

  • Check Today’s Focus view
  • Review any overdue items
  • Adjust priorities based on current needs
  • Check team workload for the day
2

Midday Check (2 minutes)

  • Mark completed tasks as done
  • Reschedule if running behind
  • Check for urgent team requests
3

End-of-Day Wrap-up (5 minutes)

  • Complete any remaining tasks
  • Preview tomorrow’s schedule
  • Reassign overloaded items if needed
  • Plan tomorrow’s priorities

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📈 Weekly Optimization

  • Review last week’s completion rates
  • Plan this week’s priorities
  • Redistribute overloaded team members
  • Set weekly team goals
  • Review progress toward weekly goals
  • Address any bottlenecks or delays
  • Adjust priorities for rest of week
  • Support struggling team members
  • Complete weekly analytics review
  • Archive completed tasks
  • Plan next week’s focus areas
  • Celebrate team wins and completions

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Next Steps

Configure Settings

Fine-tune your dashboard preferences and team settings

Set Up Tags

Create an organized tag system for efficient team assignments

Learn WhatsApp Commands

Master the art of natural language task creation

View Examples

See real-world examples of effective task management