BIVA
General Statistics
Workload 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
Team KPI
🔍
Create New Task
Import Tasks
🤖 AI Task Assignment
Paste meeting notes or task descriptions below. Tasks are parsed by OpenAI (gpt-4o-mini). Requires OPENAI_API_KEY set in server .env.
⚙Customize AI Prompt
Use {notes} and {staffList} as placeholders
📁 Import File
Edit Existing Tasks
My Profile
Auto Reminders
Configure reminder rules. Rules are saved to the "reminding config" sheet in Google Sheets.
| Type | Days | Recipients | Hour | Enabled | Channels | Notes | |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
Types: daily_staff (send each staff their tasks), before_deadline (warn X days before), no_update (warn after X days silence), due_today (manager summary)
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 | Team | Cycle | Enabled | Last Created | Actions |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Manager Emails
WhatsApp Notifications (Twilio Sandbox)
Send task notifications and daily reminders to staff via WhatsApp using Twilio. Credentials are stored as Apps Script Script Properties — never in the sheet.
⚙️ Setup (one-time)
- Go to console.twilio.com → create a free account → note your Account SID and Auth Token.
- In Twilio Console → Messaging → Try it out → Send a WhatsApp message — each staff member must join the sandbox once using the instructions below.
- In Apps Script editor → Project Settings → Script Properties, add:
TWILIO_ACCOUNT_SID = ACxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
TWILIO_AUTH_TOKEN = your_auth_token_here
TWILIO_WHATSAPP_FROM = whatsapp:+14155238886
TWILIO_DEFAULT_COUNTRY_CODE = +84
TWILIO_AUTH_TOKEN = your_auth_token_here
TWILIO_WHATSAPP_FROM = whatsapp:+14155238886
TWILIO_DEFAULT_COUNTRY_CODE = +84
TWILIO_DEFAULT_COUNTRY_CODE: converts local numbers like
0901234567 → +84901234567.📲 Staff: Join the WhatsApp Sandbox (one-time per phone)
Open WhatsApp on your phone and send a message to:
📱
+1 415 523 8886
Twilio Sandbox number
With the message body:
💬
join choice-unknown
⚠️ Keyword changes per account — check yours at Twilio Console → Messaging → Try it out → Send a WhatsApp message
Scan to join sandbox
📋 What gets sent
- 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).