General Statistics
Team KPI
Status Distribution
Task Aging Analysis — Days since assigned
Status Distribution
Staff Performance Matrix — Bubble size = active tasks · Click to drill
Overdue Task Trend (Last 12 weeks)
Completion Trend
Staff Workload Distribution — Active tasks per employee, top 20
Alerts & Flags
Alerts & Flags
Deadline Risk
Recent Lessons Learned
Recently Approved Tasks
No / Low-Login Staff
Staff with Least Recent Task Updates
Top Extension Deadline
Team Performance
Team Workload Distribution — Active tasks by team & status (click bar to drill)
Team Productivity Trend — Completed tasks per team / week (Last 8 weeks)
Team Performance Ranking — sorted by completion %
Task Type Breakdown — Keyword classification
Program Manager
Group related projects into a Program (e.g. Sales Q2 = 26 branch projects). Assign multiple Program Managers per program.
Project Manager
Manage large programs with N sub-projects sharing a standard task template. Auto-generate task instances with dependency-aware deadlines.
Contract Manager
Checklist Builder
Create custom periodic data-entry forms. Each field can be assigned to one or more staff. Plan vs Actual tracking supported.
My Profile
Auto Reminders
Configure reminder rules. Rules are saved to the "reminding config" sheet in Google Sheets.
| # | Type | Days | Recipients | Valid Period | Hour | Enabled | Channels | Notes | Test | |
|---|---|---|---|---|---|---|---|---|---|---|
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Recurring Tasks
Recurring task templates. The system auto-creates a new task at the start of each cycle (daily/weekly/monthly/yearly).
| ID | Template Name | BU | Dept | Team | Staff | Cycle | Deadline | Enabled | Valid Period | Actions |
|---|---|---|---|---|---|---|---|---|---|---|
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Manager Emails
WhatsApp Notifications
- Task assigned — sent to responsible staff's phone when a new task is created.
- Status updated / submitted / completed — sent when any task update changes the status.
- Proposal approved / rejected — sent to responsible staff after manager decision.
- Daily reminders — sent when the reminding config rule has the 💬 WhatsApp channel checked (see Auto Reminders above).