Dashboard
1 article
The dashboard
What This Does
The Dashboard is the home screen of FINEXO PMS. It gives a real-time overview of task status, pending to-dos, and live time tracking activity across your team — all in one place. Data is organised into three tabs: Tasks, Todo, and Live Time Tracking.
The header displays a Last Refreshed timestamp with a manual refresh icon (↻). Click the icon any time to reload the latest data.
The Page
Tabs
| Tab | What It Shows |
|---|---|
| Tasks | Task counts by due date, status, user, and period |
| Todo | To-do item counts by due date and status |
| Live Time Tracking | Who is currently tracking time and today's time log |
Tasks Tab
Task Type Filter Pills
A row of pills at the top filters all data on the Tasks tab by task category:
All · GST · Income Tax · MCA · ACCOUNTING · [custom categories] · More ▾
- All (default) shows data across every task type.
- Clicking any pill reloads the entire Tasks tab for that category only — all sections (stat cards, Statuswise, Userwise, summaries, and reports) update to show data for the selected task type exclusively.
- More ▾ expands to show additional task categories and subcategories.
Due Date Stat Cards
Nine cards show a quick count of tasks by due/overdue status. Clicking any number redirects to the Task List page with the corresponding filter applied.
| Card | Colour | What It Counts |
|---|---|---|
| Due Today | Yellow | Tasks due today |
| Due Tomorrow | Green | Tasks due tomorrow |
| Due In 7 Days | Blue | Tasks due within the next 7 days |
| Due After 7 Days | Blue | Tasks due more than 7 days from now |
| Due In 30 Days | Blue | Tasks due within the next 30 days |
| Due After 30 Days | Blue | Tasks due more than 30 days from now |
| Overdue Up To 7 Days | Pink | Tasks overdue by up to 7 days |
| Overdue More Than 7 Days | Red | Tasks overdue by more than 7 days |
| Due Total | Light Purple | Total tasks across all due/overdue categories |
All Task Summary
Shows a period-wise task count table for a selected task type and period.
- Click Select task filter to choose a task type and period.
- Until a filter is selected, the table shows: "Select Task And Period To See Data."
- Once selected, the table shows: Period | Total Tasks
All Task Summary – Statuswise (For All Periods)
Displays all task statuses with a count of tasks in each status, across all periods.
| Column | Description |
|---|---|
| Status | Task status name (e.g. Pending, Pending On Client, custom statuses) |
| Total Tasks | Count of tasks in that status — click to open filtered Task List |
All Task Summary – Userwise
Shows total tasks assigned to each team member.
- Dropdown filter: Select between Working or Other user types.
- Table columns: User | Total Tasks — clicking a count opens the filtered Task List.
- View All button opens the full user-wise task breakdown.
Assignment Stat Cards (right side)
Three large summary cards show overall task assignment status:
| Card | Colour | What It Shows |
|---|---|---|
| Unassigned Tasks | Red (pink bg) | Tasks with no user assigned |
| Assigned Tasks | Green | Tasks assigned to at least one user |
| Total Tasks | Purple | Grand total of all tasks |
Task Wise and Period Wise Report
Click Get Report to expand inline summary tables broken down by task and period.
Three tables are shown:
Monthly Task Summary
Columns: Task | [Month 1] | [Month 2] | [Month 3] | Older | Total
Example periods: APR 26, MAR 26, FEB 26, Older
Quarterly Task Summary
Columns: Task | [Quarter 1] | [Quarter 2] | [Quarter 3] | Older | Total
Example periods: JAN 26–MAR 26, OCT 25–DEC 25, JUL 25–SEP 25, Older
Yearly Task Summary
Columns: Task | [Year 1] | [Year 2] | [Year 3] | Older | Total
Example periods: 2025-26, 2024-25, 2023-24, Older
- Numbers in the table are clickable and redirect to the filtered Task List.
- – (dash) means no tasks exist for that task type and period.
User Wise Due Date Report
Click Get Report to expand an inline table showing each user's task count broken down by due date category.
Filters available:
- Working User dropdown — filter by user type (Working / Other)
- Select task filter — filter by task type
Table columns:
| Column | Description |
|---|---|
| User | Team member name (includes an Unassigned row at the bottom) |
| Due Today | Tasks due today |
| Due Tomorrow | Tasks due tomorrow |
| Due In 7 Days | Tasks due within 7 days |
| Due After 7 Days | Tasks due after 7 days |
| Overdue Up To 7 Days | Tasks overdue by up to 7 days |
| Overdue More Than 7 Days | Tasks overdue by more than 7 days |
| Total | Total tasks for that user |
Clicking any count redirects to the Task List page with filters applied.
Todo Tab
Displays six stat cards for the logged-in user's to-do items. Clicking any card opens the To Do list with the relevant filter applied.
| Card | Colour | What It Counts |
|---|---|---|
| Starred | Purple | To-dos marked as starred |
| Due Today | Green | To-dos due today |
| Due Tomorrow | Blue | To-dos due tomorrow |
| Due In 7 Days | Yellow | To-dos due within 7 days |
| Overdue | Red | To-dos past their due date |
| Without Due Date | Red | To-dos with no due date set |
Live Time Tracking Tab
Current Active Time Tracking
Shows all team members currently tracking time. A badge displays the active count. The section auto-refreshes every 30 seconds; a manual Refresh button is also available.
Table columns:
| Column | Description |
|---|---|
| User Name | Name of the employee (green dot = actively tracking) |
| Client Details | Client file number and name |
| Task | Task being worked on — links to the task |
| Start Time | Date and time tracking began |
| Running Time | Total elapsed time (updates on refresh) |
| Comment | Comment added at the time of stopping (shown after stop) |
| Action | Stop Tracking option (see Actions below) |
Employees Without Active Time Tracking
Lists all team members who are not currently tracking time, along with a count badge (X not tracking).
All Time Tracking – [Today's Date]
Shows all time tracking entries logged today, with an entry count and total time for the day.
- Fixed to the current date — cannot be changed from the Dashboard.
- If no entries exist: "No time tracking today / No time has been tracked for today yet."
- For historical time tracking data, go to Time Tracking → Reports.
Actions
Live Time Tracking – Action Menu (⋯)
| Action | Who Can Use | Notes |
|---|---|---|
| Stop Tracking | Admin (for any user's session) / User (own session only) | Adding a comment is mandatory before stopping. The session cannot be stopped without a comment. |
What Happens Next
| Action | Result |
|---|---|
| Click a stat card number (Tasks tab) | Opens Task List with that due/overdue filter applied |
| Click a count in Statuswise table | Opens Task List filtered by that status |
| Click a count in Userwise table | Opens Task List filtered by that user |
| Click a count in Task Wise / User Wise report | Opens Task List with task type, period, and user filters applied |
| Click a Todo stat card | Opens To Do list with that filter applied |
| Stop a time tracking entry | Entry is closed with the comment saved; removed from active tracking list |
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