Firm Insights widgets

Table of Contents

Jobs widget
Pending client activity widget
Team summary widget
Tasks: to do widget

This article lists all widgets available on the Insights page, with details on each widget’s fields and what they show. For an overview of the Insights page and how to add, move, or remove widgets, see this guide .

The Jobs widget helps you track jobs. An employee always sees the stats for their own ongoing work. A Firm Owner and Admin can select a team member whose jobs will be displayed. If they want to track jobs for two or more team members, they can add as many Jobs widgets as they need.

Field	Description
a. Assignee	Specifies whose jobs should be displayed. This selection is available for the Firm Owner and Admin only. When All members is selected, the widget shows jobs for all employees.
b. Approaching deadline	Shows jobs with deadlines on the selected date: Today, Tomorrow, Day after tomorrow or In a week, excluding completed and archived jobs.
c. No activity	Shows jobs unchanged for a specific period: Over 3 days, Over 1 week, or Over 1 month, excluding completed and archived jobs.
d. Overdue	Shows jobs with past due dates, excluding completed and archived jobs.
e. In progress	Shows the total number of jobs without Completed status.

Clicking on a specific block opens the list of jobs filtered by Job assignee and Job status on a new page.

The Pending client activity widget displays items awaiting an action from the client, assigned to the specified team member.

Assignee (a) specifies whose tasks should be displayed. This selection is available for the firm owner and admins only. When All members is selected, the widget will show clients for all employees.

Invoices (b), Organizers (c), Signatures (d), Proposals (e), Approvals (f), Client requests (g) show how many items are pending for clients assigned to a certain team member. Clicking on a specific block opens the list of clients filtered by Team member and Activity status on a new page.

The Team summary widget allows you to analyze the workload and efficiency of your employees. This widget is available for the firm owner and admins only. If you want to see both jobs and tasks simultaneously, you can add two widgets of this type with different settings.

Field	Description
a. Activity	Specifies which type of team activity should be displayed: Jobs or Tasks.
b. Assignee	Specifies whose tasks or jobs should be displayed. You can select up to 10 team members to display.
c. Chart	Displays all tasks or jobs for the specified team members.

The Tasks: to do widget shows the list of tasks for a certain day grouped by priorities. From here, it’s possible to view and change Task priorities, Statuses and Due dates. An employee always sees the stats for their own work. A Firm Owner and Admin can select a team member whose tasks will be displayed. If they want to track tasks for two or more team members, they can add as many Tasks: to do widgets as they need.

Field	Description
a. Date	Allows you to choose which day’s tasks you want to see. You can pick from options This week, This month or create a custom range by selecting two specific dates.
b. Assignee	Specifies whose tasks should be displayed. This selection is available for the Firm Owner and Admin only. When All members is selected, the widget shows tasks for all employees.
c. Tasks	Contains a list of tasks grouped by their priority: Overdue, Urgent, High, Medium and Low. Clicking the All overdue/urgent/high/medium/low link opens the list of tasks filtered by Task assignee and Task priority on a new page.
d. Calendar view	Opens the calendar view filtered by Task Assignee on a new page.
e. Chart	Displays all remaining tasks for the specified date with priorities.