Deadline Tracker

Help : Reports & Views

Filtering Deadlines

If you only want to see deadline instances for certain level/s or tasks assigned to particular users or not assigned to users
1. In the deadline dashboard in the top middle select
2. Tick the boxes on the left of the Level 1 / Level 2 and/or assigned users that you want the show
3. To activate the filter select at the bottom of the pop out section
NB: If you have added group names to your level 1 and/or level 2 types then these will appear as the group name with [Group] after it.
NB: This filter will stay on if you filter through the card status’ at the top and this can be depicted with the filter symbol looking like this
.
4. To disable a filter click on and at the bottom of the pop out section select
NB: The filter option is also available in the Calander and Completed view.

Completed Report

This is a report that shows the last 4 instances of a deadline which has been marked as completed or deleted. This is ordered in the final deadline date and also shows which user 'completed' the task and the date that this was completed.
1. In the left navigation menu select
Completed
2. If you needed to undo a completed task as this has been marked as done by mistake, then select
and this will return it to the deadline dashboard
3. If you want to export this to excel then at the bottom of the screen select which will automatically produce an excel report.

Calendar View

This shows a monthly digit view of the date each deadline instance becomes active, turns into a warning and the final deadline date. This will also show if there are any holidays or bank holidays depicted by
RED numbers means number of deadline instances that will finish on that date
ORANGE numbers means number of deadline instances that will turn to warn status on that date
GREEN numbers means number of deadline instances that will become activate on that date
NB: If a deadline has an open period and warn period of 1 day then there will be a RED, ORANGE and GREEN digital in that day on the calendar depicting the same deadline.
If you click on a day in the calendar, underneath will show the deadlines that the numbers are referring too and their current status as well as complete the same functions as you would in the deadline dashboard screen.
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