Dashboard number cards

Non Completed Tasks

Count of Tasks not yet marked completed.

In detail

A Task is one piece of work inside a Project, such as booking hotels for a trek or filing the Ashwin VAT return. This card counts Tasks whose status is not Completed or Cancelled, across all projects, so it is the size of the open to do list. It has no date filter. Nothing posts to the ledger from a task, but overdue tasks often hide money: an invoice not raised, a bill not collected. A number that only rises means the team is taking on more than it finishes.

Formula

Non Completed Tasks = Count of Task where status not in (Completed, Cancelled)

How to record it in BRAccount

  1. 01Go to Projects and read the card.
  2. 02Click the card to open the Task list filtered to open tasks; sort by expected end date.
  3. 03Open an overdue task, update progress or set the status to Completed.
  4. 04There is no period to change; the card refreshes as tasks close.
  5. 05Assign each open task to a person from the sidebar so it does not stay orphaned.

When to use it

Open work in projects at a glance.

Example from the demo books

Three open tasks on a website redesign project shows 3.