How do I navigate to the Task Dispatch Dashboard?

The Task Dispatch dashboard provides an interactive command center for your building’s work orders, preventive maintenance tasks, and inspections. From the dashboard, you can view a user’s workload, view task details, reassign tasks, update statuses, and add comments.

This section describes the functionality associated to the Task Dispatch dashboard.

Navigating the Task Dispatch Dashboard

The following image illustrates some of the features associated to the Task Dispatch dashboard.

1. Task Card: Task cards display the task type, building association, and details.
2. Assignee Name: Employee rows alternate between white and gray, while vendor rows are displayed in purple. Employees that are out of office are displayed in orange. Clicking a user’s name brings you to their user record.
3. Task Count: This number represents a sum of all work orders, preventive maintenance tasks, and inspections assigned to the user. Clicking the task number brings you to the task type grid, pre-filtered by the user’s name.
4. Red Task Icon: A task’s icon is displayed in red when a Performance Management target is missed or the task is overdue.
5. Search Filters: Use the provided filters to sort the dashboard by building, task type, user, or custom user group.
6. Settings: Click the  to edit task assignment preferences.
7. Task Detail Expander: Click the  to expand the row and view task details.
8. Actions: Click the  to reassign, update a status, or add a comment to a task.