Overview

The Task Dashboard provides a centralised workspace for managing all your tasks. It helps you prioritise overdue work, monitor daily progress, organise tasks by status, and quickly access the leads associated with each task.

You can access the Task Dashboard by:

• Select the Task Dashboard from the notification prompt.
• Clicking the Task Dashboard icon in the top-right corner of Effi.

Dashboard Overview

The dashboard provides a quick summary of your workload, including:

• Top 3 Tasks – Displays your oldest overdue tasks so you can focus on the highest-priority items.
• Tasks Completed Today – Shows the number of tasks you've completed for the day.
• Completion Activity – Displays your task completion trend over the past week.

Birthday Widget

The Birthday Widget helps brokers stay connected with their clients by highlighting upcoming birthdays directly from the task dashboard.

The widget displays:

• Birthdays occurring today.
• Upcoming birthdays over the next 7 days.
• Highlighted cards for today's birthdays.
• Upcoming birthdays ordered by date.

From the widget, you can:

• Send an individual birthday SMS.
• Send birthday wishes to multiple clients at once.
• Preview the pre-populated birthday message before sending.

Note: Birthday information is retrieved from the applicant's Date of Birth recorded within the lead.

Task Views

You can switch between two different views depending on how you prefer to manage your workload.

List View

Organises tasks into the following sections:

• Pinned
• Overdue
• Due Today
• Due Soon
• Done

Each section can be expanded to display additional tasks.

Board View

The Board View displays tasks in a Kanban-style layout while maintaining the same categories as the List View.

This view allows you to:

• Pin or unpin tasks
• Mark tasks as complete
• Quickly edit task subjects
• View checklist progress

Creating a Task

Click Add Task to create a new task.

When creating a task, you can configure:

• Subject
• Description
• Assigned user(s)
• Related Lead
• Due Date
• Priority (Low, Medium, High)
• Attachments
• Checklist items

Note: Since tasks created from the dashboard are not associated with a lead by default, you'll need to select the relevant lead before saving.

Managing Tasks

Opening a task allows you to:

• Edit the subject and description
• Update the due date
• Change the priority
• Assign or reassign owners
• Add or edit checklist items
• Mark the task as 'complete'.

You can also:

• Pin important tasks to keep them at the top of the dashboard.
• Snooze a task to indicate it has been temporarily deferred. Snoozing does not change the due date.

Task Checklists

Tasks can include checklists to help track progress.

Features include:

• Add multiple checklist items
• Mark the checklist items complete
• View the checklist completion percentage
• Automatically collapse lengthy checklists for improved readability

Filtering Tasks

Use the filters to quickly locate the tasks you need.

Available filters include:

• Assigned User
• Due Date
• Priority
• Labels
• Sort By

Users with the appropriate permissions can also view tasks assigned to other brokers or team members.

Search

The Task Dashboard includes a single global search that combines multiple search functions into one.

You can search using:

• Lead Name
• Lead Phone Number
• Task Subject
• Task Description/Content

The dashboard will automatically return matching tasks.

Enhancement: Previously, separate search boxes existed for searching tasks and leads. These have now been combined into a single search field for a simpler and faster experience.

Filter by Labels

You can now filter tasks using lead labels.

When a label is selected, Effi:

1. Finds all leads assigned with that label.
2. Retrieves the tasks linked to those leads.
3. Displays those tasks within the dashboard.

This makes it easy to work through tasks related to a specific campaign, workflow, or business process.

Reassign All Tasks

Business administrators and users with the appropriate permissions can reassign all tasks from one broker to another.

To do this:

1. Select Reassign All.
2. Choose the current task owner.
3. Select the new owner.
4. Confirm the reassignment.

A confirmation message will display once the reassignment is complete.

Quick Actions

The Task Dashboard supports several quick actions without needing to open a task:

• Mark a task as complete
• Change the priority
• Update the task subject
• Pin or unpin tasks
• Open the related lead
• View checklist progress

Permissions

Depending on your permissions, you may be able to:

• View only your own tasks (Just Me)
• View tasks for your entire team
• View tasks assigned to specific brokers
• Reassign tasks between brokers

Related Updates

Recent improvements to the Task Dashboard include:

• Refreshed dashboard layout and modernised interface.
• New Birthday Widget for sending birthday wishes to clients.
• Unified global search for leads and tasks.
• Search by Lead Name, Phone Number, Task Subject, and Description.
• Support for filtering tasks by Lead Labels.
• Improved task cards with checklist progress indicators.
• Redesigned task actions, including Pin, Snooze, and Complete.
• Enhanced task editing experience.
• Improved task notifications and success messages.
• Better consistency between the task dashboard and messaging task management experience.
• Improved responsiveness and usability across the dashboard.