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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.

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