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Status Already exists
Categories Dashboard
Created by Guest
Created on May 12, 2023

List out the deadlines for the upcoming month(s) for VAT and Accounts (and other options), not a bar chart.

The existing Task Deadline overview on the dashboard provides an odd looking bar chart but doesn't give any useful information at a glance

I'd like to see an option to add a section to the dashboard where you can view a detailed list of client names, task type, e.g. company accounts, VAT returns, deadline date and latest task stage and the staff task owner, showing for the next month or two (customisable option for sate range).

For example:


Upcoming Deadlines

Client

Task

Deadline

Task progress

Task Owner

ABC Ltd

VAT Return 31/3/23

7/5/23

Records Received

Staff member 1

DEF Ltd

Accounts 31/8/22

31/5/23

To Review

Staff member 2

GHI Ltd

Accounts 30/9/22

30/6/23

Records Requested

Staff member 1


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  • Guest
    Aug 12, 2025

    Yes, this would be very helpfull. Currently charts on dashbord have no use.


  • +1