How to manage Dashboard_ All Tasks
The Dashboard is your central workspace for managing day-to-day operations in Prism. It brings together every key activity so you can track progress, update records, and stay on top of deadlines—all from a single screen. The dashboard is divided into three main sections: All Tasks, CRM, Reminders
With these three panels—All Tasks, CRM, and Reminders—the Dashboard provides a clear, real-time snapshot of everything happening in your operation, helping you stay organized and respond quickly to daily needs.
Dashboard – All Tasks
The All Tasks dashboard gives you a complete overview of every task type (Procedure, Transport, and General) with tools to view, sort, filter, and manage each task.
1. View the Task List
- Navigate to Dashboard › All Tasks to see all tasks in one place.
- Tasks are grouped by Procedure, Transport, and General categories.
- Each row shows key details such as Time, Horse, Location, Assigned To, Comment, and Status.
2. Sort Tasks
- Click any column header (e.g., Time, Horse, Status) to sort ascending or descending.
- Sorting applies within each category (Procedure, Transport, General).
3. Filter Tasks
- Date Range – Use the calendar at the top right to pick preset ranges (Today, Last 48 h, Last 7 days, Last 30 days) or set a Custom date range.
- Shared By – Use the Shared by dropdown to show only tasks assigned or shared by a specific staff member.
4. Manage Tasks
Each task row includes a More actions menu (three-dot icon) with the following options:
- Edit
- Go to Dashboard › All Tasks.
- Locate the task you want to update under Procedure, Transport, or General.
- Click the three-dot (…) menu on the right side of the task row.
- Select Edit.
- Update the required fields (for example: Location, Assigned To, Comment, etc.).
- Click Save to confirm the changes.
- Mark as Completed – Instantly mark the task finished; the status updates to Completed.
- Go to Dashboard › All Tasks.
- Find the task you want to complete in the appropriate section.
- Click the three-dot (…) menu.
- Choose Mark as completed.
- The task status changes to Completed and is counted in the Complete column.
- Delete – Permanently remove the task from the list.
- Go to Dashboard › All Tasks.
- Identify the task to remove in Procedure, Transport, or General.
- Click the three-dot (…) menu.
- Select Delete.
- Confirm the deletion when prompted. The task is permanently removed and cannot be restored.
These actions work the same across all categories.
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