All Task Insights

All Task Insights gives your firm a firm-wide view of task workload, deadlines, and areas needing immediate attention. It brings key task metrics into one place so admins and firm leaders can quickly identify overdue work, upcoming deadlines, high-priority tasks, and matters that may be at risk.

The All Task Insights page includes three charts:

Together, these charts help you understand the firm's current task workload, identify deadline risks, and determine where your team should focus first.

The Firm Task Snapshot provides a quick overview of your firm's task workload across key status and urgency categories.
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The snapshot includes the following tiles:

Each tile provides a count of tasks that fall into that category. You can drill down each tile to open the corresponding task list and investigate the tasks contributing to that number.
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Shows tasks that were completed in the last 7 days.

This provides a quick view of recently completed work and helps the firm monitor task activity and progress over time.

Shows the total number of tasks that are currently open and have not been completed, regardless of whether they are overdue, due today, upcoming, or have no due date.

Use this number to understand the firm's overall volume of outstanding work.
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​Overdue Tasks

Shows open tasks whose due date has already passed and that have not yet been completed.

A high overdue count may indicate that tasks are falling behind schedule and require immediate follow-up.

Shows open tasks that are due today and have not yet been completed.

This helps your team identify work that needs to be completed today and reduce the risk of tasks becoming overdue.

Shows open tasks that are due within the next 7 days.

Use this tile to identify upcoming workload and address tasks before they become urgent.

Shows open tasks that are marked as High Priority.

These tasks may require additional attention when planning and prioritizing the team's workload.

Shows open tasks that do not have a due date assigned.

Tasks without due dates can be harder to prioritize and track, so this tile can help identify work that may need a deadline assigned.

Each tile can be drilled down to view the tasks included in that metric.

Click a tile to open the corresponding task list. From there, you can further analyze the results based on:

This lets you move from a high-level, firm-wide count to the specific tasks, matters, clients, or team members driving that metric.
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Use the snapshot to:

The Firm Task Snapshot helps firms:

The Tasks by Due Date Bucket chart shows your firm's open tasks grouped according to how close they are to their due dates.

Tasks are organized into the following buckets:

This chart helps you understand when the firm's current open workload is expected to be completed.
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Open tasks with a due date that has already passed.

These tasks may require immediate attention to prevent further delays.

Open tasks that are due today.

These tasks represent work that should be addressed during the current day.

Open tasks that are due tomorrow.

Use this bucket to proactively review work that will become due next.

Open tasks due later in the current week.

This helps the firm understand the near-term workload.

Open tasks due during the following week.

This provides visibility into upcoming workload and helps teams plan ahead.

Open tasks that do not have a due date.

Reviewing this bucket can help identify tasks that may need deadlines assigned so they can be properly prioritized.
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Use the Tasks by Due Date Bucket chart to understand when your firm's open tasks are due and identify work that may require attention.

You can use this chart to:

When you drill down into a bucket, you can review the underlying tasks and further analyze them by Task/Entry, Matter, Client, or Assignee.
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The Top X Matters Needing Attention table identifies the matters with the highest concentration of task-related workload and urgency.
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The table considers open task volume along with urgency indicators such as:

This helps firm leaders quickly identify the matters that may require additional review or follow-up.

The Top 10 Matters Needing Attention table ranks matters based on the volume and urgency of their open tasks.
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Matters with more open, overdue, or high-priority tasks may require more immediate attention than matters with fewer or less urgent tasks.
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The Risk Level indicator provides a quick way to identify matters with a higher concentration of task-related risk.
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Use the table to identify matters that may need attention, then drill down into the underlying tasks to understand what is driving the risk and determine the appropriate follow-up.

When reviewing the table, pay particular attention to matters with:

These indicators can help you identify matters where work may be delayed, concentrated, or insufficiently scheduled.

The Top 10 Matters Needing Attention table helps firms quickly identify matters that may require follow-up based on their task workload and urgency.

Use it to:

All Task Insights gives firm leaders a centralized view of task workload and urgency. The Firm Task Snapshot provides the high-level picture, Tasks by Due Date Bucket shows when work is due, and Top 10 Matters Needing Attention highlights matters that may require closer attention.

By reviewing these insights regularly, firms can identify overdue work, prepare for upcoming deadlines, improve workload planning, and proactively address task-related risks.