Breakdowns
The breakdown sections turn the summary cards into comparisons, so you can see which templates, people, and tasks are driving the headline numbers. There are three breakdowns: By Template, By User, and Bottleneck Tasks.
Each breakdown is a fully featured grid — you can sort, search, paginate, and export it. See Exporting Data for details that apply to every grid on the dashboard.
By Template
The By Template section compares your templates by volume, completion, and timeliness. It opens with a bar chart showing Started versus Completed checklists for each template, followed by a table:
| Column | Description |
|---|---|
| Template | The template name. |
| Started | Checklists started from this template during the period. |
| Completed | Checklists from this template that were completed. |
| Completion % | Completed as a percentage of started. |
| Avg Cycle | The average time to complete a checklist from this template. |
| Tasks | The total number of tasks across these checklists. |
| Overdue % | The share of those tasks that are overdue. |
Click any row in the By Template table to drill down — that template is added to the Templates filter and the whole dashboard reloads to focus on it.
The Standalone Tasks Row
A standalone task that is not attached to a checklist belongs to no template, so these tasks are grouped into a single Standalone Tasks row at the bottom of the table. The row is there so that the task figures reconcile with the summary cards — without it, those tasks would be counted in the headline numbers but missing from every template.
The row behaves differently from the rest of the table:
- Tasks and Overdue % are counted as normal.
- Started, Completed, Completion % and Avg Cycle show an em dash. They measure checklists, and these tasks have none.
- The row is not clickable, and it is left out of the bar chart above the table.
- The tasks in it are dated by when the task was created, not by when a checklist started.
A task attached to a checklist is not in this row. It is worked from the checklist and counts towards its progress, so it is reported under that checklist's template alongside the checklist's own tasks, and it is dated by the checklist rather than by its own creation.
Applying a Templates or Tags filter removes the row entirely, along with the unattached tasks behind it. Attached tasks stay, under whichever templates survive the filter. See Filters.
By User
The By User section measures task activity and timeliness for each team member, both as the person a task is assigned to and as the person who completes it:
| Column | Description |
|---|---|
| User | The team member's name. |
| Assigned | Tasks assigned to this user. |
| Completed | Tasks this user completed on time. |
| Completed Late | Tasks this user completed after the due date. |
| On Time % | The share of this user's completions that were on time. |
| Overdue | Tasks assigned to this user that are currently overdue. |
| Avg Turnaround | The average time this user takes to complete a task. |
Click any row in the By User table to drill down — that person is added to the Users filter and the dashboard reloads to focus on their activity.
Bottleneck Tasks
The Bottleneck Tasks section highlights the individual tasks that are most often late or overdue, helping you find the specific steps in your processes that cause delays:
| Column | Description |
|---|---|
| Task | The task name. |
| Template | The template the task belongs to, or Standalone Task for a task that belongs to none. An attached task reads its checklist's template. |
| Occurrences | How many times this task appeared across the matching checklists. |
| Completed | How many of those were completed on time. |
| Late | How many were completed late. |
| Overdue | How many are currently overdue. |
| Late / Overdue % | The combined share of occurrences that were either late or overdue. |
A high Late / Overdue % on a task that occurs frequently is a strong signal that the step needs attention — for example, more time, clearer instructions, or a different assignee.
Rows are grouped by the task as it is defined on the template, so one row covers every run of that checklist. A standalone task exists only once, so it always has Occurrences of 1 and appears as a row of its own — under its checklist's template where it is attached to one, and under Standalone Task where it is not.
Unlike the By Template and By User tables, the Bottleneck Tasks table is not clickable for drill-down. To investigate a task further, filter by its template and review the Tasks detail grid.
Next Steps
- Drill into the underlying rows in the Checklists & Tasks detail tables.
- Reference exact definitions in the metrics glossary.
- Learn how to export any breakdown.
Related Pages
- Detail Tables — drilling from a breakdown into the underlying rows.
- Activity Over Time — the same data over a period.