PreciseFP

This dashboard presents pending tasks, workflows, and meetings for the current week. The week begins on Monday and ends on Sunday.

It’s best used to see what work is pending or in progress for the current week. It also helps give visibility to overdue tasks or workflows that have been open for some time.

The dashboard is broken into three different sections:

<a href="http://help.myhubly.com/en/articles/12098907-insight-dashboards-weekly-activity-summary#h_255a77c9e6">Tasks</a>

<a href="http://help.myhubly.com/en/articles/12098907-insight-dashboards-weekly-activity-summary#h_cac955fa0e">Workflows</a>

<a href="http://help.myhubly.com/en/articles/12098907-insight-dashboards-weekly-activity-summary#h_d62fe5ba73">Meetings</a>

- <a href="http://help.myhubly.com/en/articles/12098907-insight-dashboards-weekly-activity-summary#h_255a77c9e6">Tasks</a>
- <a href="http://help.myhubly.com/en/articles/12098907-insight-dashboards-weekly-activity-summary#h_cac955fa0e">Workflows</a>
- <a href="http://help.myhubly.com/en/articles/12098907-insight-dashboards-weekly-activity-summary#h_d62fe5ba73">Meetings</a>

These tiles will show you a highlight of the task completions and any pending or overdue tasks for the current week. It also presents a donut chart of which workflow templates include your overdue tasks.

This section also shows the number of workflows that have been open between 30-60 days, and those open for more than 60 days:

All meetings happening in the current week will appear in these tiles:

<a href="http://help.myhubly.com/en/articles/12098919" rel="nofollow noopener noreferrer" target="_blank">See how the User Task Activity and Task View dashboards give you a detailed look at the work being done in your hub.</a>

<a href="http://help.myhubly.com/en/articles/12098920" rel="nofollow noopener noreferrer" target="_blank">See how to use the Client Workflows dashboard to gain insights into how your firm is performing.</a>

<a href="http://help.myhubly.com/en/articles/12098918" rel="nofollow noopener noreferrer" target="_blank">See how the Client Activity Overview dashboard helps you and your team stay up-to-date on work carried out for your clients.</a>

<a href="http://help.myhubly.com/en/articles/12098917" rel="nofollow noopener noreferrer" target="_blank">See how the Client Meeting dashboards help you and your firm understand which clients need to be contacted, and what times of year are the busiest.</a>

- <a href="http://help.myhubly.com/en/articles/12098919" rel="nofollow noopener noreferrer" target="_blank">See how the User Task Activity and Task View dashboards give you a detailed look at the work being done in your hub.</a>
- <a href="http://help.myhubly.com/en/articles/12098920" rel="nofollow noopener noreferrer" target="_blank">See how to use the Client Workflows dashboard to gain insights into how your firm is performing.</a>
- <a href="http://help.myhubly.com/en/articles/12098918" rel="nofollow noopener noreferrer" target="_blank">See how the Client Activity Overview dashboard helps you and your team stay up-to-date on work carried out for your clients.</a>
- <a href="http://help.myhubly.com/en/articles/12098917" rel="nofollow noopener noreferrer" target="_blank">See how the Client Meeting dashboards help you and your firm understand which clients need to be contacted, and what times of year are the busiest.</a>

The Weekly Activity Summary dashboard allows you to see what work is pending or in progress for the current week.

Insight Dashboards: Weekly Activity Summary

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Insight Dashboards: Weekly Activity Summary

Tasks

Workflows

Meetings

See also: