The Tasks service (part of the Customer Management application and other applications) contains sample views in the following view types:
- List Views
- Chart Views
- Calendar Views
List Views
The following sample List views are contained in the Tasks service:
- Completed Tasks
- Open Tasks
- Overdue Tasks
Completed Tasks
Completed Tasks View
The Completed Tasks list view displays all Tasks records in the system that are complete (in other words, where the % Complete field is set to 100).
Open Tasks
Open Tasks View
The Open Tasks list view displays all tasks that are incomplete in the system (in other words, where the % Complete field is less than 100).
Overdue Tasks
Overdue Tasks View
The Overdue Task list view displays all Overdue tasks that have a % Complete less than 100 and whose Due Date has Passed.
Chart Views
The following sample chart views are contained in the Tasks service:
- Avg # Days To Complete
- Task Volume By Year/Type
Avg # Days To Complete
Avg # Days View
The Avg. # Days To Complete chart view is a column chart that shows the average number of days it took to complete tasks of a particular type, grouped by year.
Task Volume By Year/Type
Task Volume By Year/Type View
The Task Volume By Year/Type chart view is a line chart that shows the number of tasks of a particular type grouped by the year in which the task was assigned.
Calendar View
The following sample Calendar view appears in the Tasks service:
Pending Tasks
Pending Tasks View
The Pending Tasks calendar displays all tasks that are pending completion.