SmartTask
Home
  • Getting Started
  • Who uses SmartTask
  • Quick Start
    • Overview
    • Initial Setup
    • Invite Teammates [Admin]
    • Creating Groups
    • Creating Projects
    • Creating first Tasks
    • Working together as a team
    • Fundamental Elements
  • fundamentals
    • Task
      • Creating a task
        • Creating task from email
        • Importing Tasks from CSV
      • Task Assignee & Followers
      • Subtask
      • Task Comments
      • Filter, Group and Sort Tasks
      • Recurring task
      • Set reminder
      • Milestones
      • Task Dependencies
      • Task Attachments
      • Hide Task from Guest
      • Set Task Priority
      • Export Tasks
    • Reporting
      • Portfolio
      • Dashboards
        • Setting up Dashboards
        • Filtered Views
    • Time Tracking
      • Estimate and Actual Time
      • Analytics View
      • Timesheet
      • Reports through Dashboard
      • Costing and Billable Rates
      • Show Time fields by default
  • CRM & Sales Management
    • Adding Contacts
      • Importing contacts
    • Sales Pipeline
    • Logging Sales Activities
    • Sales Reports
    • Phone Call Configurations
  • Chat
  • Group
  • Project
    • Chose the right view for your workflow
    • Edit Project Details
    • Project Views
    • Set Project as Template
    • Create Custom Fields
    • Setup Sprints
    • Move project to another group
    • Duplicate a Project
    • Project Dashboard
    • Import Tasks to Project
    • Export Project Tasks
  • Permissions
    • Group Permissions
    • Project Permissions
    • Task Permissions
  • Custom Fields
  • Settings
    • Profile Settings
    • Organization Settings
  • Advanced
    • White Label Overview
      • Setting up Custom Domain
  • Integration for Slack
  • Frequently Asked Questions
  • Onboarding the team
    • Email Template for on-boarding team
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  1. fundamentals
  2. Reporting

Dashboards

The Dashboard in SmartTask allows users to create visual reports and track key metrics from projects and tasks in a centralized, customizable view.

  • Create Reports: Generate charts and reports based on your project and task data — like tasks by status, assignee workload, time tracking summaries, overdue tasks, etc.

  • Filtered Views: Apply filters to narrow down data by project, assignee, dates, and custom fields — so you can create specific reports, like “Tasks completed this week by John” or “Hours logged by each team member this month.”

  • Multiple Report Types: Choose from bar charts, pie charts, line graphs, number widgets, or task list views depending on how you want to visualize your data.

  • Custom Dashboards: Combine multiple reports into a single dashboard view for a quick overview of your team’s performance and project progress.

It essentially helps managers and team leads track performance, identify bottlenecks, and make data-driven decisions without switching between multiple tools or spreadsheets.

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Last updated 7 days ago