The To-Dos Insights Page
Our To-Dos page in the Insights tool helps you see how effectively your team(s) capture and complete To-Dos.
Use the team, date range, and calendar filters to locate the data you want to analyze.
Team filter
The options shown in the Team filter depend on your user role:
Owners and Coaches can see any team in the organization.
Admins can see every non-private team in the organization.
Managers and Team Members can see every team they're in (according to the Directory tool).
The "All" option shows all the teams the user has access to view. To view a specific team's data, click the Team dropdown and select one of your teams. Only one team can be selected at a time (excluding the "All" option).
Owner
The Owner dropdown defaults to the All option. You can also select a single user to view the number of their assigned To-Dos over the date range.
Date range filter
The options shown in the date range filter include:
YTD (year to date).
Current Quarter.
Previous Quarter.
Last 5 Quarters.
Custom (requires you to select a start and end date in the calendar filter).
Overview chart
The Overview Chart displays the total number of To-Dos created for your team(s). Each segment of the chart represents the To-Dos' status:
In Progress.
Overdue.
Due Today.
Completed.
Hover over one of the segments to view the number of To-Dos the section represents.
Overview drill-in
Click the expanding arrows icon at the top right of the card to open a drill-in table showing the data shown. The table displays the following:
Date created.
Title.
Current status.
Due date.
Team.
Owner.
Revised Due Dates chart
The Revised Due Dates Chart displays the number of revisions to the due dates of the filtered To-Dos that occurred after they were assigned: 0, 1-5, or more than 5.
To-Dos are agreements. If team members regularly revise due dates, you may need to raise an Issue to discover why.
Revised Due Dates drill-in
Click the expanding arrows icon at the top right of the card to open a drill-in table showing the data shown. The table displays the following:
Date created.
Title.
Number of revisions.
Current status.
Due date.
Team.
Owner.