Task Dashboard

#	TASK	ASSIGNED TO	CLIENT	START DATE	DEADLINE	PRIORITY	STATUS	ACTIONS	NOTIFIED

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Core Details

TASK

ASSIGNED TO

CLIENT

PRIORITY

STATUS

Dates & Times

Times should be entered in Colombian time (COT - UTC-5)

STARTING DATE

STARTING TIME

DELIVERY TIME

DEADLINE DATE

TIME

Description & Options

TASK DESCRIPTION

TRELLO * no mandatory AGENDA *Check after Save only(sends ICS)

Actions & Notifications

Initial Notification

Sends the main assignment email, including a calendar event if "AGENDA" is checked.

Client

LinkedIn Website

Shortcuts

Total General Credit

Client Credit Request

Period

Client Notes

Document Checklist

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Document	Date	Check	Comment
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Client Management

Total clients: 0 of 0

Activity Log

Total Activities: -

Active Users: -

Clients Interacted: -

Today's Activities: -

Period:

User:

Page size:

User Activity Statistics

User	Total Actions	Clients Accessed	Most Active On	Last Activity	Actions

Activity Logs

#	TIMESTAMP	USER	ACTION	DETAILS	CLIENT	ACTIONS

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User Profile Dashboard

Date

Assigned To Status Client

Overview

📊 Completion rate —

Completion rate reflects the share of tasks marked as Completed.

Tasks mix (Type × Status)

Real Hours —

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Quality of work —

Awaiting EVA evaluations for these tasks.

Summary by Type

Top Clients — Hours Worked

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Top Users — Tasks Volume

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Useful Links

Podcast Help Center

Play bite-sized walkthroughs of CapTask essentials. Choose your language, review the quick highlights, and jump back into your workflow fully briefed.

Español

CapTask Podcast — Guía Express (ES)

Resumen guiado de las vistas principales, creación de tareas, gestión de retrasos y repasos de clientes para que el onboarding sea inmediato.

Navegación del panel, temporizador de sesión y controles globales.
Creación y seguimiento de tareas, prioridades y flujos de revisión.
Clientes, notas vinculadas y uso de Shortcuts personalizados.

Ver en YouTube Notas rápidas CapTask

English

CapTask Podcast — Quick Guide (EN)

High-level walkthrough with practical tips for task handoffs, client collaboration, and activity monitoring.

Task dashboard header controls and delay tracking best practices.
Notifications, reviews, and keeping audit-ready histories.
Activity log analytics, exports, and mobile accessibility notes.

Watch on YouTube Quick reference deck

CapTask Quick Reference Deck

Highlights distilled from the detailed guide so every team member can refresh the essentials in seconds. Combine these notes with the podcast to keep processes aligned.

Access & Navigation

El panel lateral ofrece accesos a Tasks, Profile, Clients, Activity Log, Useful Links y Logout.
Preload y Refresh están disponibles en cabecera y atajos globales para optimizar el rendimiento diario.

Task Lifecycle

Campos clave: título, asignado, cliente, prioridad, estado, fechas y descripción rica para contexto.
Delay History registra fecha, hora y motivo de cada retraso para mantener trazabilidad.
Next Step / Instructions documenta handoffs claros cuando el trabajo pasa a revisión.

Client Collaboration

La tabla de clientes permite abrir perfiles, editar datos validados (logo incluido) y eliminar solo si no hay tareas vinculadas.
Client Notes admite resúmenes y adjuntos; el Document Checklist registra recepción y estado de cada documento requerido.
Shortcuts se gestionan en grid editable con icono, título, URL y orden, optimizados también para móvil.

Analytics & Oversight

El perfil de empleados concentra KPIs, mezcla de tareas, adherencia y ranking por horas.
Activity Log combina dashboard, raw logs filtrables y exportaciones filtradas para auditorías.
Los comportamientos móviles aseguran scroll horizontal en tablas y modales accesibles.

Timeline illustrating the CapTask user interface and navigation milestones — CapTask User Interface & Navigation Timeline

Stacked system overview diagram detailing CapTask platform components — CapTask System Overview

Delay History

Initial Notification

Request a Review / Next step

Shortcuts

Total General Credit

Client Credit Request

Client mini dashboard

Client Information

Client Notes

Document Checklist

Tareas del cliente

User Activity Statistics

No activity data found