Filters and search options

Users can narrow down the task list with these filters:

• User Status: See tasks by user activity.
• Status: Filter by task status like pending, completed, or in progress.
• Assigned To: View tasks assigned to a particular user.
• Assigned From: View who assigned the task.
• From & To Date: Filter tasks within a date range.
• Branch: Filter tasks according to the office branch.
• Created By: Locate tasks based on who created them.
• Mail Out: Display if mail has gone out or not.
• Reviewer: Filter by the individual who must review the task.
• Overdue Task: Filter only those tasks that are due by selecting “Yes” or “No” from the dropdown menu.
• Show Only: Select Deleted or Rejected Tasks by selecting radio buttons to filter.

 Reassignment Section

 If user want to reassign tasks, then they can follow the steps below:

1. Use the Select New Assignee dropdown.
2. Click the Assign button to reassign the task(s) to another team member.

This helps with better load balancing on reassignment.

In addition, a summary table display:

• Name of caseworker
• of tasks they currently have

In addition to this, a donut chart placed right next to the summary table that precisely illustrates the number of caseworkers and the number of tasks that they have been allocated to.

Download Report

Users can download the entire task information for reporting or documentation. The report is exportable in both PDF and Excel.

To download the task report, do the following:

1. Go to the Task Management tab under the Task tab in the Audit section.
2. Apply appropriate filters (e.g., date range, status, assignee) if necessary to narrow down the data user wishes to download.
3. Click on the Download Report button at the top-right corner of the page.
4. Select the desired file format: PDF or Excel.