Tasks Overview

Written by Uday Kumar Updated January 05, 2026 10:21

Overview

The Tasks Overview section provides a comprehensive summary of your AP Helpdesk workload, displaying how tasks are distributed by current status and business process (intent). Use this section to monitor workflow volume, track task statuses, and analyze process efficiency.

You can use the date range selector to filter data by 1 Day, 7 Days, 30 Days, 365 Days, or a custom range.

Figure 1. Tasks Overview panel

Tasks Overview includes the following panels:

Panel	Description
Tasks by Status	Donut chart summarizing task count by status (New, Open, Done).
Tasks by Detected Intents	Table showing the number of tasks opened for each detected intent, with workload and timing metrics.

Tasks by Status

The Tasks by Status panel displays a donut chart showing the breakdown of all tasks during the selected period, grouped by status: New, Open, and Done.

Actions available in the panel:

Hover over any segment to view a tooltip with the status name, count, and percentage.
Click any legend label (New, Open, or Done) to pull out and highlight that slice of the donut chart. Clicking again returns the slice to its original position. This action only affects the chart’s appearance.
Select any slice of the donut to open the Tasks by Status dialog, listing all tasks for the chosen status and current filters.
The center label always displays the total number of tasks for the selection.
Use the export icon to download the chart data in PDF, PNG, SVG, CSV, or XLSX format.

Table 1. Tasks by Status fields

Field	Description
New	Tasks recently created, not yet assigned.
Open	Tasks that are assigned but not yet completed.
Done	Tasks that have been closed.
Total Tasks	Total number of tasks in the selected period.
% New	Percentage of tasks classified as New.
% Open	Percentage of tasks classified as Open.
% Done	Percentage of tasks classified as Done.

Figure 2. Tasks by Status – Example

Tasks by Status – Details

Clicking a segment in the donut chart opens a dialog titled "Tasks By Status" with a table listing all tasks for the selected status.

Table 2. Tasks by Status – Details (Dialog)

Column	Description
Task ID	Unique identifier for the task; clickable to open task details.
Vendor	Name of the vendor.
Email	Email address of the sender.
Detected Intents	The AP business process or request type associated with the task.
Sender Type	Classification of the sender (e.g., Enrolled).
Date	Date and time the task was created or received.
Assignee Name	User currently assigned to the task (N/A if unassigned).
Priority	Task priority (e.g., Medium).
Status	Current status of the task (e.g., NEW).

Available actions in the dialog:

Go to Task Details: Click the Task ID to view detailed information about the task.
Export Data: Click the export icon to download the table as a CSV file.

Tasks by Detected Intents

The Tasks by Detected Intents panel displays a table of all detected AP business intents (workflows) associated with current tasks (e.g., Invoice Submission, Request for Payment Status). Each row includes workload statistics and timing metrics for each intent type.

Actions available in the panel:

Use the export icon above the table to download the data as a CSV file.

Table 3. Tasks by Detected Intents fields

Field	Description
Detected Intents	The specific Accounts Payable (AP) business process or request type that a task is associated with. Possible Values: No AP Business Intent: The task does not correspond to any recognized Accounts Payable (AP) business process or intent. Request for Payment Status: A request seeking information about the current status of a payment. Invoice Submission: Submission of an invoice for processing and payment by the AP department. Request for PO Status: A request to obtain the current status of a Purchase Order (PO). Request for Record Update: A request to update or modify existing records in the AP system. Request for Remittance Advice: A request for a remittance advice document detailing payments made. Short Pay Inquiry: An inquiry regarding a payment that was less than the invoiced amount.
Count	Number of tasks for each intent type.
Percentage	Percent of total tasks for each intent type.
Max Age	Age of the oldest task for this intent.
Average Age	Mean time tasks of this type have been open.
Max Resolution	Duration of the longest open-to-close for a particular intent.
Average Resolution	Mean time to resolve tasks of this intent.

Figure 3. Tasks by Detected Intents – Table Example

Tasks by Detected Intents – Details

Clicking a row opens a dialog titled “Tasks by Detected Intents – [Intent Name]” with a table listing all tasks associated with the selected intent.

Table 4. Tasks by Detected Intents – Details (Dialog)

Column	Description
Task ID	Unique identifier for the task; clickable to open task details.
Vendor	Name of the vendor.
Email	Email address of the sender.
Detected Intents	The AP business process or request type associated with the task.
Sender Type	Classification of the sender (e.g., Enrolled).
Date	Date and time the associated email or task was received or created.
Assignee Name	User currently assigned to the task (N/A if unassigned).
Priority	Task priority (e.g., Medium).
Status	Current status of the task (e.g., NEW).

Available actions in the dialog:

Go to Task Details: Click the Task ID to view detailed information about the task.
Export Data: Click the export icon to download the table as a CSV file.

Tip:
Each panel provides direct access to actionable data for AP task management and process optimization.