Overview

This article explains the Task Management Insights available in your AI Agent dashboard. These insights help you understand how tasks are created, managed, and completed by your team, and where operational gaps may exist.

Use this guide to monitor workload, improve task resolution efficiency, and ensure timely follow-ups for better patient experience and team performance.

Total Tasks

What it means

The total number of tasks created during the selected time period. Tasks may include follow-ups, patient callbacks, verification requests, or other actions requiring staff attention.

Why it matters

• Helps understand overall workload generated by AI interactions

• Identifies trends in task volume over time

• Assists in planning staff capacity

Example

If task volume increases significantly compared to the previous period, it may indicate higher patient engagement or more cases requiring manual follow-up.

Completed Tasks

What it means

The number of tasks successfully completed by your team during the selected period.

Why it matters

• Measures how effectively tasks are being resolved

• Tracks team responsiveness

• Highlights operational efficiency

Example

If completed tasks are low while total tasks are high, it may indicate delays or insufficient staffing.

Task Completion Rate

What it means

The percentage of total tasks that were completed during the selected time period.

Why it matters

• Provides a quick view of task resolution efficiency

• Helps identify workflow bottlenecks

• Ensures important follow-ups are not missed

Example

A declining completion rate may indicate tasks are accumulating faster than they are being resolved.

Total Open Tasks

What it means

The number of tasks that are still pending and require action.

Why it matters

• Helps track outstanding workload

• Prevents tasks from being overlooked

• Supports better prioritization

Example

If open tasks keep increasing, it may indicate delays in task handling.

Total Overdue Tasks

What it means

Tasks that have not been completed within their expected timeframe.

Why it matters

• Highlights urgent items needing immediate attention

• Improves accountability

• Ensures patient follow-ups are not missed

Example

An increase in overdue tasks may signal workflow inefficiencies or delays in response.

Tasks by Task Status

What it means

Displays how tasks are distributed over time by status — Completed, Open, and Overdue.

What This Shows

• Completed Tasks (Green)

• Open Tasks (Grey)

• Overdue Tasks (Red)

• Daily task trends

Why It’s Useful

• Tracks how efficiently tasks are being resolved

• Identifies periods of backlog or delays

• Provides visibility into operational performance

Example

If overdue tasks increase over multiple days, it may indicate that tasks are not being addressed promptly.

Open Tasks by Created Date

What it means

Shows when currently open tasks were originally created.

What This Shows

• Task creation dates

• Aging of pending tasks

• Trends in task generation

Why It’s Useful

• Helps identify older pending tasks

• Highlights delays in resolution

• Detects spikes in workload

Example

If older tasks remain open for several days, teams should prioritize clearing backlog to maintain efficiency.

Overall Task Completion (Donut Chart)

What it means

A visual breakdown of all tasks by status — Completed, Open, and Overdue.

What This Shows

• Overall completion percentage

• Distribution of task statuses

• Instant snapshot of workload health

Why It’s Useful

• Quickly identifies whether tasks are being completed or piling up

• Provides a high-level performance overview

Example

A large overdue segment indicates missed follow-ups and requires immediate attention.

Task Completion by Task Type

What it means

Shows how tasks are distributed across different categories (e.g., Scheduling, Billing, Insurance) by status.

What This Shows

• Completion performance by task type

• Distribution of Open and Overdue tasks per category

Why It’s Useful

• Identifies problem areas by category

• Helps allocate resources effectively

• Improves workflow optimization

Example

If billing tasks have a high overdue percentage, billing workflows may need improvement.

Total Tasks by User

What it means

Displays how tasks are distributed across users, including Open and Overdue tasks.

What This Shows

• Workload distribution per team member

• Open vs Overdue task split

Why It’s Useful

• Identifies workload imbalance

• Highlights users who may need support

• Improves task assignment

Example

If one user has significantly more overdue tasks, it may indicate overload or inefficiency.

Task Completion by User

What it means

Shows how effectively each user is completing their assigned tasks.

What This Shows

• Individual completion performance

• Comparison between completed, open, and overdue tasks

Why It’s Useful

• Supports performance evaluation

• Helps identify training or workflow gaps

• Improves accountability

Example

If a user has many tasks but low completion, they may need better prioritization or support.

Where to Find This Report

Navigate to:
AI Agent → Insights → Task Management Summary