Managing Activities, Deadlines, and Workload from the Dashboard

Use activity widgets to plan your day and identify work that needs follow-up.

Choose the right widget

  • Activities: pending tasks and scheduled events in an operational list.
  • Upcoming Deadlines: next due tasks and scheduled events.
  • Upcoming Events: scheduled work coming up.
  • Upcoming Tasks: open tasks due soon or overdue.
  • Deadline Risk: overdue and near-term open task or event deadlines.
  • Investigator Workload: open dashboard activities grouped by assignee.

Review the work

  1. Check the available scope filter. Users with the relevant access may choose My Activities or All Activities.
  2. Review dates, assignees, and labels such as Past Due, Today, or Tomorrow.
  3. Open a listed activity to review its details where available. Changes remain subject to activity permissions.
  4. Use the full Activities or Calendar area for broader scheduling and work management.

Completion and workload

Where a completion control is available, changing status requires permission to modify activity status. Confirm that the work is complete before using it. Investigator Workload represents counts of open dashboard activities; it is not a measure of hours worked, availability, or staff performance.