How to manage Dashboard_ All Tasks

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.