--- title: "Tasks Dashboard" slug: "tasks-dashboard" description: "Tasks Dashboard centralizes task management across R365 modules with task status, assignments, due dates, and filters." updated: 2026-07-27T16:04:16Z published: 2026-07-27T16:04:16Z canonical: "docs.restaurant365.com/tasks-dashboard" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Tasks Dashboard This article is part of Task Management and covers the Task Dashboard. The Task Dashboard shows users a high-level overview of task completion performance at the user's location(s). The dashboard shows the number of guide tasks and request tasks that are overdue, due today, or that were not completed. It also shows the guide task history by day, including the total and available guide tasks completed. The data on the dashboard can be filtered by location, assignee, or task tag. --- ## **Navigation** ****Navigation Menu**** 1. Select the **Home** application from the left navigation rail 2. Select **Tasks Dashboard** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SCMBK79Z.png) ****Search**** Navigate to pages with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **page name** in the R365 global search bar. 2. Select the page from the results list. > Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png) --- ## **Task Dashboard** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-A5I5YQ8F.png) | | **Button/Field** | **Description** | | --- | --- | --- | | **1** | Dashboard Selector | Indicates the currently displayed dashboard. Click to set a [default dashboard](/doc/docs/set-a-default-dashboard) or navigate to one of the following available dashboards: - [Financial Dashboard](/doc/docs/financial-dashboard)[](/doc/docs/labor-dashboard) - [Labor Dashboard](/doc/docs/labor-dashboard)[](/doc/docs/home-page) - [Operations Overview](/doc/docs/home-page) (formerly the Smart Ops Home page)[](/doc/docs/operations-dashboard) - [Operations Dashboard](/doc/docs/operations-dashboard)[](/doc/docs/task-dashboard-1)[](/doc/docs/task-dashboard-1) - [Tasks Dashboard](/doc/docs/task-dashboard-1)[](/doc/docs/rd-dashboards) - [Dashboard (classic)](/doc/docs/rd-dashboards) | | **2** | Location Selector | Filters the Task Dashboard data by location. Users can select one, multiple, or all locations from this selector. The data shown on the dashboard will reflect the tasks that are assigned to the selected location(s). > [!NOTE] > By default, if the user has access to **more than** 150 locations in the dropdown, there will be **one** location selected. This will be the first location on the list. > > > > If the user has access to **less than or equal to** 150 locations in the dropdown, **all** locations will be selected by default. | | **3** | Assignee Selector | Filters the Task Dashboard data by assignee. Users can select one, multiple, or all assignees. Assignees may be individual users or user roles. The data shown on the dashboard will reflect the tasks that were assigned to the selected user(s)/user role(s). From this selector, users can also select **Unassigned,** which will show the data based on the unassigned tasks. | | **4** | Tags Selector | Filters the Task Dashboard data by tag. Users can select one, multiple, or all tags. The data shown on the dashboard will reflect the tasks that have been assigned the selected tag(s). From this selector, users can also select **No Tag**, which will show the data based on the tasks that have no tag assignments. | | **5** | Guide Tasks Info | Shows the guide task information. This includes the following: - Number of overdue guide tasks - Number of guide tasks due today - Number of guide tasks that failed and were not completed Clicking a number in this section will [drilldown on the value](/doc/docs/drilldown-on-tasks), opening a detailed breakdown of the tasks that factor into the value. | | **6** | Request Tasks Info | Shows the request task information. This includes the following: - Number of overdue request tasks - Number of request tasks due today - The total number of request tasks Clicking a number in this section will [drilldown on the value](/doc/docs/drilldown-on-tasks), opening a detailed breakdown of the tasks that factor into the value. | | **7** | Guide Task History Bar Graph | The guide task history represented by a bar graph. The dates represented will be at the top of the graph. The graph details are as follows: - The horizontal axis shows dates. - The vertical axis shows the number of tasks. - Green represents completed tasks. - Light gray represents tasks that have been assigned but are not yet completed. Hovering over a bar section will show users the exact number of tasks completed or assigned as well as the date. ![A green and white rectangle with a black arrow pointing to a black square with white text Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/task-dashboard-image-d69glvt0.png) > [!NOTE] > The graph, by default shows the last 7 days. However, users can change this using the date selector in the right corner of the graph. | | **8** | Date Selection | Selects the date parameter for the bar graph. Users can select from the following options: - **Last 7 Days** - The last 7 business days, including the current business day. - **Week** - The current week according to the [operational calendar](/doc/docs/fiscal-periodyear-setup) configured in R365. - **Period** - The current period according to the [operational calendar](/doc/docs/fiscal-periodyear-setup) configured in R365. | | **9** | Available Completed | Percent of available tasks that have been completed. | | **10** | Overdue | Number of overdue tasks. | | **11** | Expired | Number of expired tasks. | | **12** | Total Completed | Percent of total tasks that have been completed. | | **13** | Guide Task History Table | Information from the Guide Task History shown in table form. This table lists each selected location along with the following columns: - Total Tasks - Completed - Due - Overdue - Expired - Completion Rate As with most smart grids, this table also allows users to perform the following functions: - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/task-dashboard-image-yawowc5a.png) - Search for specific keywords. - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/task-dashboard-image-5cxtyusn.png)- Save/edit table views. - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/task-dashboard-image-5v2qbiif.png)- Show, hide, or reorganize columns columns. - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/task-dashboard-image-it0sybfd.png)- Edit row height to be smaller or larger. This function is accessible from the menu ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/task-dashboard-image-2e9zammy.png). - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/task-dashboard-image-hce0ajgg.png) - Export the table to a .csv file. This function is accessible from the menu ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/task-dashboard-image-4jgbya99.png). - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/task-dashboard-image-r9y9uznu.png)- Refresh. This function is accessible from the menu ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/task-dashboard-image-eok7vccr.png). | --- ## Drill Down on Tasks Users can drill down on the values shown in the Guide Tasks or Request Tasks information panels by clicking any number from either section. Drilling down on a value will show users additional details associated with the value. Learn more about [drilling down on tasks on the Task Dashboard here](/doc/docs/drilldown-on-tasks). --- ### FAQ #### Why aren't all of my locations selected by default on the Task Dashboard? If you have access to more than 150 locations, only the first location in the list is selected by default. If you have access to 150 or fewer, all of them are selected automatically. Use the Location Selector to adjust the view either way. #### What's the difference between the "Week" and "Period" options on the Guide Task History graph? Both are based on your [operational calendar](/doc/docs/fiscal-periodyear-setup) in R365. Week shows the current operational week; Period shows the current operational period, which may span more days depending on your fiscal setup. #### What does selecting "Unassigned" or "No Tag" show me? Selecting Unassigned in the Assignee selector filters the dashboard to tasks with no assignee. Selecting No Tag in the Tags selector filters to tasks that have no tag assigned. Both are useful for catching tasks that fell through the cracks during setup. #### What happens when I click a number in the Guide Tasks or Request Tasks panel? Clicking any number opens a detailed breakdown of the specific tasks that make up that value. See Restaurant365 Reporting period based on the operational calendar rather than the fiscal calendar.