The All Tasks Due Detail table provides a summary view of every outstanding task within your DataGrows environment.

It is designed to give you a high-level overview without overwhelming you with detail.

From this table, you can quickly see:

You will only see tasks that you have permission to view based on your user access rights.

Think of this table as your daily work queue. It helps you identify what requires attention, what is overdue, and what needs to move forward next.

DataGrows uses colour coding to help you prioritise work at a glance.

Green Tasks – Backlog

These tasks form part of your backlog and require attention.

Red Tasks – Overdue

These tasks have passed their due date and should be prioritised immediately.

Orange Tasks – Client Delayed

These tasks are delayed because client information or documentation is still outstanding.

Yellow Tasks – Due Soon

These tasks are due within the next seven days and should be planned for accordingly.

No Colour

These tasks are not yet due but remain visible for future planning.

Best Practice: Focus on overdue and upcoming tasks first before moving on to later-dated work.

Most users work from customised filters.

For example, if you're an accountant, you may only want to see tasks assigned to you.

By creating and saving filters, you can instantly access:

This allows each user to maintain a personalised view of their responsibilities.

Team Collaboration

There may be occasions when a colleague is unavailable or on leave.

In these situations, team members can quickly review another user's workload and assist with urgent work that needs to be completed.

This makes workload management and teamwork significantly easier.

Every table in DataGrows includes a Reports menu.

One of the most useful reports available from the All Tasks Due Detail table is:

To-Do List – Next 30 Days

This report provides:

The report is automatically emailed to users every Monday, but it can also be generated at any time.

Managers can use it to:

Team members can use it to:

The All Tasks Due Detail table is also your gateway into detailed task records.

To open a task:

Alternatively:

This allows you to keep your All Tasks Due Detail table open while working through multiple tasks.

Recommended: Keep your All Tasks Due Detail table open throughout the day and use new tabs for individual tasks.

As work progresses, update task notes regularly.

Examples include:

These notes provide visibility for other team members and managers.

Example

Instead of simply marking a task as in progress, add context such as:

"Bank reconciliation completed. Awaiting final journals from the client before finalising management accounts."

This makes handovers and reviews much easier.

Every task contains several key sections.

Summary Section

At the top of the task, you'll see:

This provides a quick overview of the current state of the task.

Common Statuses

Not Started

In Progress

Completed

Details Section

The Details section is where the actual work management takes place.

This area contains:

Many users refer to these checklists as their "parking lights" because they help indicate exactly where work has reached.

For example:

✅ Bank reconciliation completed
✅ VAT calculation completed
✅ Documentation received
⬜ Awaiting manager review

These indicators make it easy to pause and resume work without losing track of progress.

One of the most important habits to develop in DataGrows is starting the timer when you begin work on a task.

When opening a task:

This ensures:

Best Practice: If you're working on a task, the timer should be running.

Many task types include Progress Levels to support review and workflow management.

Example Workflow

An accountant might:

The manager can then filter for:

This creates a simple and effective review workflow.

Tax-related tasks often include additional progress levels beyond the standard statuses.

Examples may include:

These additional workflow stages provide better visibility into the progress of more complex compliance processes.

Example

A provisional tax return may move through the following stages:

Not Started → In Progress → Calculated → Submitted → SARS Escalation → Completed

These workflow indicators can be filtered and reported on throughout the system.

After updating a task:

You will return directly to your All Tasks Due Detail table.

Any updates made to the task will immediately appear in the summary view, allowing you to see progress at a glance.

It's important to understand the difference between these two views.

All Tasks Due Detail

Provides summary information such as:

This is your planning and management view.

Detailed Task Tables

Department-specific task tables contain much more detail.

For example:

VAT Tasks

May include:

Accounting Tasks

May include:

These detailed workflow columns help users track exactly where work stands.

Our recommended daily workflow is simple:

Step 1: Start Your Day

Step 2: Filter Your Tasks

Load your saved filter to see:

Step 3: Prioritise

Work through:

Step 4: Open Tasks

For each task:

Step 5: Return to Task List

Use the breadcrumb to return to your filtered task view and move on to the next task.

Step 6: End-of-Day Review

Run your time and productivity reports to ensure:

This helps prevent missed billing and ensures good visibility across the team.

✅ The All Tasks Due Detail table is your daily work management hub.
✅ Use task colours to identify priorities quickly.
✅ Create saved filters to personalise your workload view.
✅ Open tasks directly from the summary table.
✅ Start the timer whenever you begin working on a task.
✅ Update notes regularly to assist colleagues and managers.
✅ Use Progress Levels to support review workflows.
✅ Keep your All Tasks Due Detail table open throughout the day.
✅ Use detailed task tables to manage workflow-specific activities.
✅ Review your recorded time at the end of each day.

Remember: The most successful DataGrows users begin and end their day in the All Tasks Due Detail table. By making this your daily command centre, you'll always know what needs attention, what's coming next, and where work stands across your portfolio.