The Pending Tasks tab of the new dashboard is designed to provide real-time visibility into the team's active tasks within a Sales Brain (Playbook): how many are pending, who has them assigned, what type they are, and how they are distributed throughout the day.
This tab is currently under development. The data logic is ready but the interface is not yet enabled.
1. What counts as a "pending" task
A task is pending when its status is one of the following:
- Created: it is scheduled but has not yet started
- In progress: it is currently being executed by a sales rep
Completed or cancelled tasks are not included in this panel.
2. Summary cards
The tab will show 4 cards with metrics for the current day:
| Card | What it shows |
|---|---|
| Pending tasks today | Total pending tasks (created + in progress) for the day |
| In progress now | Tasks currently being executed by a sales rep |
| Scheduled for today | Created tasks scheduled for later in the day |
| High priority | Total pending tasks marked as high priority |
All metrics are calculated based on the time zone configured in the account and reset at midnight.
3. Hourly distribution
A chart will be shown with the distribution of pending tasks throughout the hours of the day, allowing you to identify peak load moments. The chart highlights:
- The current hour
- The 3 hours with the highest task volume
This helps anticipate work peaks and redistribute team workload if needed.
4. Breakdown by rep
The view will show how many pending tasks each sales rep has assigned, with a breakdown of what type of task is queued. It also includes a special category for transferable tasks: unassigned tasks that any team member can take.
5. Breakdown by task type
Tasks are grouped by type according to the task template, ordered by priority. For each type you can see which reps have that task type pending, making it easy to identify overloads in specific categories.
Special cases
Unassigned tasks
Unassigned or transferable tasks appear in a separate category, not linked to any particular rep. Any team member with access to the Sales Brain (Playbook) can take them.
Time zone
All metrics respect the time zone configured in the account. "Today" and hourly calculations are based on that setting, not the browser's local time.
Playbook scope
Only tasks from the Sales Brain (Playbook) selected in the dashboard's top selector are shown.
Conclusion
The Pending Tasks tab centralizes the team's daily workload information in one place. When available, it will allow managers to detect imbalances in task distribution, anticipate activity peaks, and ensure no task goes unattended during the day.
Relevant scenarios
Teams with high daily task volume
The "Pending tasks today" card and the hourly chart allow the manager to see at a glance whether the team has sufficient capacity to cover the day's demand or whether reinforcement is needed.
Detecting bottlenecks by type
The breakdown by task type makes it easy to identify whether a specific type of task is accumulating backlogs, which may indicate a process issue or a lack of reps trained for that type.
Managing transferable tasks
If there are unclaimed transferable tasks, the panel makes it visible and allows any available rep to take them without waiting for manual reassignment.
Analysis guide
What is it for?
To ensure the team's workload is evenly distributed and that no critical tasks are piling up unattended throughout the day.
How do I analyze it?
- Compare "In progress now" with "Scheduled for today": does the team have capacity to absorb what remains of the day?
- Review the hourly chart: is the load concentrated in a few hours or spread out?
- View the breakdown by rep: is anyone carrying a disproportionate load compared to the rest?
- View the breakdown by type: is any task type accumulating more backlogs than others?
What do I compare?
- "High priority" vs. total pending: what percentage of the workload is urgent
- Load per rep: is it balanced or concentrated in a few people?
- Available transferable tasks vs. sales reps with low load: immediate redistribution opportunity
What conclusions can I draw?
- High priority high relative to total → the team operates under constant pressure: possible planning or task generation issue
- Sales rep with many tasks + "On task" status → working but overloaded: risk of delay
- Sales rep with few tasks + "Online" status → available capacity not being used
- Task type with many backlogs → bottleneck in that process: check if there are enough reps trained for that type
What should I do?
- If reps are overloaded: reassign tasks to transferable or limit the daily load of new contacts for these reps
- If there are intense hourly peaks: adjust task scheduling to distribute them better throughout the day
- If a task type systematically accumulates backlogs: review the process or reinforce with more sales reps trained for that type
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