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erp-manual:app:task:admin-dashboard

Admin Task Dashboard

Overview

Admin Task Dashboard in SarasX Mobile App helps task admin users monitor workload for the selected date, review tasks by task type, inspect engineer-wise distribution, and open the filtered task list that needs action.

This dashboard is useful for:

  • Checking which task types have the highest active workload
  • Identifying tasks that are overdue, due on the selected date, pending review, or pending assignment
  • Reviewing which engineers are carrying the workload for a selected task type
  • Opening the exact filtered task list that needs follow-up

Step 1: Open the Admin Task Dashboard

  • Sign in to SarasX Mobile App using a user account that has task admin access
  • Open the Task tab
  • System will open the admin dashboard instead of the regular personal task list

Note: Users who do not have task admin access will continue to see the regular task list view.

Step 2: Select the Working Date

  • Use the date selector shown at the top of the screen
  • Use the left and right arrows to move one day at a time
  • The dashboard and task list are always shown for the selected date

Step 3: Review Task Type Summary

  • System first groups tasks by task type
  • Each task type shows counters such as:
    • Due
    • Overdue
    • Review
    • Assign
    • Open
    • Closed
  • These counters help the admin quickly understand where action is required

Note: The exact task types visible in the dashboard depend on what is configured for that tenant.

Step 4: Open Engineer View for a Task Type

  • Tap the required task type group
  • System opens the next level grouped by engineer
  • The selected task type remains visible at the top as context

Step 5: Filter the Engineer View by Task Status

  • In the top zone, tap the required status counter such as Overdue, Review, Due, Open, or Assign
  • System refreshes the engineer grouping for that selected status
  • This helps the admin focus on one work bucket at a time

Note: When Assign is selected, the flow may directly show the not-assigned task list because these tasks are not linked to any engineer yet.

Step 6: Open the Raw Task List

  • Tap the required engineer row
  • System opens the task list filtered by the current dashboard context

The task list is filtered by:

  • selected date
  • selected task type
  • selected engineer, or not assigned
  • selected status bucket

Step 7: Move Back Between Levels

  • Use the breadcrumb shown at the top of the dashboard section
  • From raw task list:
    • tapping the group 2 label returns to the engineer summary
    • tapping the group 1 label returns to the task type summary

This allows the admin to move up one level without losing the broader dashboard context.

Compact View

  • A Compact switch is available in the top zone
  • When turned on, the status counters are shown in a more compact horizontal format
  • When turned off, the counters are shown in the regular grid format

Note: This preference is stored locally on the device for that account.

Important Points

  • This dashboard is designed for task admin users and not for regular task users
  • The selected date controls what is counted and displayed
  • Due and Closed are sensitive to the selected date
  • Overdue and Open focus on active work that still requires action
  • Assign is useful for identifying tasks that still need engineer allocation
  • The values shown in the dashboard may refresh when the user returns from task detail or moves between dashboard levels
erp-manual/app/task/admin-dashboard.txt · Last modified: by 127.0.0.1