Table of Contents
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
