Action items dashboards summarize the comments and tasks for a specific user, and a summary for all users in an enterprise, in a specified time frame.

If changes are made to any dashboard (filters are edited or customizations made), these changes can be saved to a new dashboard. see Save a dashboard for more information.

To export data for a dashboard visual, see Export visual data to a CSV or Excel file.

See Working with Analytics dashboards and Working with Analytics dashboard visuals for additional information.

Click Analytics () from the Document panel on the left. Then click the Action items filter in the Analytics Navigation panel:

Action items dashboards

Default Action Items dashboards

  • Action items - Lists of all comments and general tasks assigned to the user.
  • Action items summary - A summary of all the comments and general tasks assigned in the enterprise.

This dashboard contains a single table visual that lists all comments and general tasks.

My action items dashboard

Filter controls

  • Created - Date, date range, or period of time in which to search for action items
  • Created by - Email address of user who created the action item
  • Assignee - Email of the user to which the action item is assigned
  • State - State of the action item; Open, Complete, Discarded
  • Type - Action item type; Comment or General
  • Due -Whether the action is due; Yes or No.
  • Project - Project name
  • Team - Team name

Visual columns

  • Assignee - Email of the user to which the action item is assigned.
  • Name - Action item Name
  • Description - Brief action item description
  • Type - Action item type; General or Comment.
  • Created date - Date the action item was created
  • Created by - Name of the user who created the action item
  • Due date - Date the action item is due to be completed
  • Resolved date - Date the action item was resolved
  • 파트 참조 - 작업 항목에 의해 참조된 파트.
  • Priority - Importance of the action item

A list of all comments and general tasks in the enterprise during the last 365 days.

Action items summary dashboard

Filter controls

  • Created - Date, date range, or period of time in which to search
  • Type - Action item type; Comment or General
  • Project - Project name
  • Team - Team name

Visuals

  • Tasks - Count visual displaying number of outstanding tasks
  • Open - Count visual displaying number of tasks with the Open state
  • Completed - Count visual displaying number of tasks in the Completed state
  • Overdue - Count visual displaying number of tasks in the Overdue state
  • Workload - Horizontal bar chart visual displaying assignee names (y axis) by workload percentage (x axis)
  • Contributors - Table visual displaying assignees and their respective Complete and Open task counts
  • Overdue items - Table visual displaying overdue tasks, including Name, Description, Due date, and Assignee
  • Upcoming - Table visual displaying upcoming tasks, including Assignee, Name, Due date, and Workload percentage.