Note: Clarity’s Signal Task Tracker Dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).

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Clarity’s Signal Task Tracker dashboard uses Collaborative Tasks and Cadences data to illustrate task and cadence step progress at different levels of completion.This dashboard serves as a valuable tool for your fundraising team to monitor both team and individual performance, as well as overall cadence progress. These insights will make it easier to drive future task action! 

When you open the Signal Task Tracker dashboard, you will find it divided into four views:

1. Overdue and Upcoming Tasks by Week/Day: Tracks the number of overdue and upcoming tasks for all solicitors, organized by date. Click the Wk and Day buttons in the upper-left corner to track either weekly or daily data.    
2. Solicitor Tasks: Tracks the number of overdue and upcoming tasks for individual solicitors, organized by highest to lowest overdue task count.
3. Cadence Types: Tracks the number of overdue and upcoming steps for individual cadence types, organized by highest to lowest overdue step count. 
4. Completed Tasks: Tracks the number of completed tasks for all solicitors, organized by date. Click the Wk and Day buttons in the upper-left corner to track either weekly or daily data. A completed task average is also included on the left-hand side of this view for the chosen timeline.  

Below, we’ll take a closer look at the filters you can use to customize the data in these views. Then, we’ll focus on an example of how to use the dashboard to track upcoming and missed tasks. Let’s get started! 

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Video Overview: Meet Your Signal Task Tracker Dashboard

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Available Dashboard Filters

You can customize the Signal Task Tracker dashboard’s data using the following filters: 

• Start Date: Filter to tasks due after the selected date. This filter defaults to the date three months preceding the current date (e.g., if today is 4/1/24, Start Date defaults to 1/1/24).
• End Date: Filter to tasks due before the selected date. This filter defaults to the date five months following the current date (e.g., if today is 4/1/24, End Date defaults to 9/1/24).
• Cadence Group: Filter to only ad-hoc task activity (“Not a Cadence”) or to only cadence activity (“DXO”). Use the default option “All” to include both ad-hoc and cadence activity in your dashboard views. 
• Cadence Name: Filter to cadence activity matching the selected cadence name(s) (e.g., Book a Meeting, Nurture). 
• Paused: Filter to task activity that is paused (“Yes”) or to task activity that is not paused (“No”). Use the default option “All” to include both paused and not-paused task activity in your dashboard views. 

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Use Case: Tracking Upcoming and Missed Tasks

Your dashboard views are interactive, made up of clickable and hoverable elements that enable thorough data analysis. Together, dashboard views and filters allow for endless experimentation, customization, and creativity. Below, we will focus on one way you can strategically use the Signal Task Tracker dashboard, but we encourage you to spend time playing around with the dashboard in your own time! 

Use case: How can I track my tasks and cadence steps due in the next two weeks and see what I missed from the last month?

Step 1. Apply Your Filters

Start by applying filters to your dashboard by clicking the Filter button in the top-right corner. You can adjust as many filters as you’d like! For this example, we will change the Start Date and End Date filters to narrow down the scope of tasks to review. Select each filter’s date field and either manually type or use the calendar to choose a new date. The dashboard will dynamically update after new dates are chosen.

Step 2. Select Your Solicitor Name 

Look to the dashboard’s Solicitor Tasks view, where you’ll find stacked bar charts that show a ratio of overdue to upcoming tasks for each solicitor. Dark purple blocks represent overdue tasks, and gray blocks represent upcoming, in-progress tasks. To see a precise count of your overdue and upcoming tasks, hover over the dark purple and gray blocks next to your name. 

Click on your name to narrow down the entire dashboard to reflect only your tasks and cadence steps. In the screenshot below, you can see how dashboard details have changed after selecting a single name!   

Step 3. Click View by Day

Now that the dashboard shows only your tasks and cadence steps, click on the View by Day option found in the upper-left corner. This will allow you to see a day-by-day task breakdown in your Overdue and Upcoming Tasks view, making it easier to track when you missed tasks in the last month and which days in the next two weeks have the highest number of upcoming tasks. 

Step 4. Review Your Overdue and Upcoming Tasks

Your Overdue and Upcoming Tasks view displays deep purple bars representing overdue tasks on left and gray bars representing upcoming tasks on the right. A line indicating Today divides the view. Hover over any of the bars to see individual task details such as task name and due date.  

Note: To view a breakdown of overdue and upcoming tasks by action type, hover over the Totals number in the upper-left corner of the dashboard. 

Step 5. Track Cadence Step Progress

If you’d like to quickly track metrics for your overdue and upcoming cadence steps, you can look at the Cadence Types view! Similar to the Solicitor Tasks view, you’ll find stacked bar charts showing a ratio of overdue to upcoming steps for each of your cadence types. As with your other views, dark purple blocks represent overdue steps, and gray blocks represent upcoming steps. You can hover over any block to see a precise step count! 

Clicking an individual block will narrow down your dashboard to reflect only the steps associated with the selected cadence type! In the screenshot below, you can see how dashboard details have changed after choosing Other from the Cadence Types view.

Note: You can also use your Filter button’s Cadence Group and Cadence Name filters to segment dashboard data to only cadence steps. 

That’s just one of the countless ways you can use the Signal Task Tracker dashboard to maximize your ad-hoc task and cadence step data! Let us know how you’re using it!

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For any other questions, reach out to EverTrue Support at genius@evertrue.com.