What This Screen Does
This is your central hub for seeing all the tasks assigned to you. Think of it like a to-do board where every job that needs your attention is listed in one place. You can view your tasks as a simple list or switch to a calendar to see when things are due. The screen remembers which view you prefer so you do not have to pick it every time.
How to Get There
Open the dashboard.
In the left-hand menu, click Task.
Click Overview.
You are now on the Task Overview screen.
Step-by-Step Guide
1. Choose Your View
When you land on the screen, you will see a small toggle in the top-right corner with two buttons:
Button | Icon | What It Does |
Calendar | Calendar icon | Shows your tasks laid out on a monthly, weekly, or daily calendar. |
List | List icon | Shows your tasks in a filterable, scrollable list (this is the default). |
Click the Calendar button to switch to the calendar view.
Click the List button to switch back to the list view.
The system saves your choice in your browser, so the next time you visit this screen it opens in the view you last used.
2. Using the List View
When the List view is active, you will see a toolbar at the top and your tasks listed below it.
Filtering Your Tasks
The toolbar lets you narrow down which tasks are shown:
Filter | Required | What to Enter |
Status | No | Choose a status to filter by. Options include All (every task), Active (tasks that are ready or in progress), or a specific state like Ready, Processing, Complete, or Pending. Defaults to All. |
Search | No | Type a word or phrase to find tasks by name. The list updates as you type. |
From Date | No | Pick the start of the date range you want to see. Defaults to the start of the current week. |
To Date | No | Pick the end of the date range you want to see. Defaults to the end of the current week. |
Adjust any combination of these filters and the task list will refresh automatically.
Your current filters are saved in the browser address bar, so you can bookmark or share the filtered view.
Reading the Task List
Each task appears as its own card below the toolbar.
While the tasks are loading, you will see a grey placeholder animation (a skeleton loader). Wait a moment and your tasks will appear.
Click on a task card to open the task and see its details or take action on it.
3. Using the Calendar View
When the Calendar view is active, your tasks appear as colour-coded events on a calendar.
Navigating the Calendar
Action | How |
Go to the previous period | Click the back arrow button. |
Go to the next period | Click the forward arrow button. |
Jump to today | Click the Today button. |
Change the calendar type | Switch between Month, Week, or Day views using the view selector. |
Understanding Task Colours
Tasks are colour-coded by their status so you can tell at a glance what needs attention:
Colour | Status | Meaning |
Blue | Ready / Processing | The task is available for you to work on or is currently in progress. |
Yellow / Orange | Pending | The task is waiting — it is not ready for action yet. |
Green | Complete | The task is finished. |
Red | Other | Something unexpected happened or the task is in an error state. |
Click on any calendar event to open the task details.
The date range is saved in the browser address bar. If you navigate to a specific week or month, that range is preserved if you refresh the page.
What Happens Behind the Scenes
When the page loads (List view)
You open the Task Overview screen
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System reads your saved view preference from browser storage
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Default view is loaded (list or calendar)
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(List view) Filters are read from the URL or set to defaults
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API call: getUserSpecificTasks({ states, search, startDate, endDate })
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Server returns your tasks
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API call: getTaskData({ ids: [task IDs] }) — fetches full details for each task
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Tasks are displayed in the list
When the page loads (Calendar view)
You switch to Calendar view (or it loads from saved preference)
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Date range is read from the URL or set to current month
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API call: getUserSpecificTasks({ states, search, startDate, endDate })
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Server returns your tasks
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Tasks are mapped to calendar events with colour based on status
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Calendar renders the events on the grid
When you change a filter or navigate the calendar
You change a filter, search term, or move to a new date range
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Filters/date range are updated in the URL
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API call: getUserSpecificTasks({ updated parameters })
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Server returns the matching tasks
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View updates to show the new results
Troubleshooting
“I see a grey box instead of my tasks”
That grey box is a loading indicator. It means the system is still fetching your tasks from the server.
Wait a few seconds. If it does not go away, try refreshing the page.
If the problem continues, check your internet connection.
“I switched to calendar view but it keeps going back to list view”
The system saves your view preference in your browser’s local storage. If you are using a private/incognito window, this storage is cleared when you close the window.
Make sure your browser allows local storage (some privacy extensions block it).
If you recently cleared your browser data, your preference will have been reset.
“My filters disappeared after refreshing the page”
In the list view, filters are saved in the URL. If you manually changed the URL or used a bookmark without filter parameters, they will reset to defaults.
Copy the full URL from the address bar (including everything after the
?) to preserve your filters.
“I do not see any tasks on the calendar”
Make sure you are looking at the correct date range. Use the Today button to jump to the current date.
Tasks only appear on the calendar if they have a start and end date. Tasks without dates will not show up in this view — switch to the list view to find them.
Check that the status filter is not hiding your tasks. In the calendar view, only active tasks (Ready and Processing) are shown by default.
“The calendar shows tasks in the wrong colour”
Colours are based on the task’s current status. If a task changed status recently, refresh the page to see the updated colour.
See the colour table above to understand what each colour means.
“I cannot find a specific task”
Try using the search field in the list view to search by task name.
Widen your date range — the task may fall outside the currently selected From/To dates.
Change the status filter to All to make sure you are not accidentally hiding completed or pending tasks.
“Clicking a task does nothing”
Make sure you are clicking directly on the task card (list view) or the event block (calendar view).
If the page feels unresponsive, try refreshing your browser.
If the issue persists, there may be a temporary server problem — try again in a few minutes or contact your administrator.
“The page loads but shows no toolbar and no tasks”
This can happen if the page did not fully load. Try a hard refresh (Ctrl + Shift + R on Windows, Cmd + Shift + R on Mac).
Make sure you have the correct permissions to view tasks. If your role does not include task access, the screen may appear empty. Contact your administrator to check your role settings.