Task ID or Task Name
- Requirement
- Required
- Example
- ID-10042
- Purpose
- Needed for the core workflow
Upload a structured task tracker to visualize project status, completion, overdue work, priorities, owners, milestones, and upcoming deadlines.
Supports structured .csv and .xlsx files. Public examples use synthetic data. Review VizMint’s current privacy and retention policy before uploading sensitive information.
Use the fixed preview below to switch between the source spreadsheet and a dashboard sample. Open the full demo in a new tab for every KPI and chart used in the project status workflow.
Project Status Dashboard
Interactive preview from the sample project status dataset
Switch preview
Total Records
48
rows in sample
Total Actual Hours
15,481
sum of Actual Hours
Total Estimated Hours
14,376
sum of Estimated Hours
Grouped by Date
Full dashboard with all KPI details and 6 charts is on the demo page.
Open full demoThe sample tracks 4 projects across 12 months of aggregated project-month rows, with 648 tasks started cumulatively.
Sample results: Sep 2025 shows 7 overdue and 5 blocked tasks, 5 milestones at risk, and an 82.1% on-time rate (532/648 on-time tasks).
Summarize progress, overdue work, blocked tasks, milestone risk, and owner workload without replacing a project-management system.
Operational exports reveal delays, concentration, backlog, exceptions, and process variation. The content should make the next management action clear after the exception is found.
The sample covers 4 projects across 12 months. In Sep 2025, the latest month snapshot shows 7 overdue tasks, 5 blocked tasks, and 5 milestones at risk across 4 projects and 4 owners.
The workflow is designed around summary metrics connected to the suppliers, orders, tasks, or records that explain them.
Project trackers are flexible but often inconsistent. This workflow helps turn one-row-per-task data into clear status, overdue, owner, priority, milestone, and effort views while stating that VizMint does not replace task assignment or full project-management software.
The result brings the most important metrics, trends, and exceptions into one view, while keeping the supporting records available for review.
Use the downloadable sample to follow the source rows, field mapping, validation, and final output as one reproducible workflow.
The source preview highlights the exact columns and representative rows used by the workflow.
| Date | Quarter | Project | Owner | Actual Hours |
|---|---|---|---|---|
| 2025-07-01 | Q3 2025 | Website Redesign | Jordan Lee | 165.6 |
| 2025-07-01 | Q3 2025 | CRM Migration | Aisha Karim | 295.7 |
| 2025-07-01 | Q3 2025 | Mobile App Launch | Noah Smith | 249.7 |
| 2025-07-01 | Q3 2025 | Data Warehouse | Omar Rahman | 330.9 |
| 2025-08-01 | Q3 2025 | Website Redesign | Jordan Lee | 233.3 |
The finished output includes the KPI cards, charts, tables, and report views described below.
Grouped by Date
VizMint works best when every column has one clear heading and each row represents one consistent record. Fields that are not available should not be invented; dependent outputs should be hidden or clearly marked as unavailable.
| Column | Requirement | Example | Purpose |
|---|---|---|---|
| Task ID or Task Name | Required | ID-10042 | Needed for the core workflow |
| Project | Required | Website Redesign | Needed for the core workflow |
| Status | Required | Open | Needed for the core workflow |
| Owner | Recommended | Jordan Lee | Adds an important comparison or breakdown |
| Priority | Recommended | High | Adds an important comparison or breakdown |
| Start Date | Recommended | 2025-09-01 | Adds an important comparison or breakdown |
| Due Date | Recommended | 2025-09-30 | Adds an important comparison or breakdown |
| Completion Date | Optional | 2025-09-28 | Adds detail when present |
| Percent Complete | Optional | 75 | Adds detail when present |
| Milestone | Optional | Phase 2 Launch | Adds detail when present |
| Estimated Hours | Optional | 3.5 | Adds detail when present |
| Actual Hours | Optional | 4.2 | Adds detail when present |
648 tasks started across 48 project-month records in the sample scope.
648 completed tasks with the supporting count shown beside the result.
384 tasks in progress across all months, with 33 in the latest Sep 2025 snapshot.
116 overdue counts cumulatively, with 7 in Sep 2025.
100% completion rate from completed tasks divided by tasks started in the selected scope.
82.1% on-time rate from 532 on-time tasks divided by 648 tasks started.
Owner comparisons across 4 owners when the owner field is present in the upload.
Deadline views when due-date fields are mapped and a reporting date is defined for the selected scope.
| Chart or Output | Required Fields | Business Question |
|---|---|---|
| Status Summary | Status, project, date | Shows status summary for the selected records and reporting scope. |
| Overdue-Task Table | Due date, completion status, owner, project | Shows overdue-task table for the selected records and reporting scope. |
| Completion Trend | Date or month, completed tasks, tasks started | Shows completion trend for the selected records and reporting scope. |
| Workload by Owner | Owner, task counts, date | Shows workload by owner for the selected records and reporting scope. |
| Tasks by Project | Project, task counts, date | Shows tasks by project for the selected records and reporting scope. |
| Priority Distribution | Priority, task counts | Shows priority distribution for the selected records and reporting scope. |
| Milestone Status | Milestone, milestones completed, milestones at risk | Shows milestone status for the selected records and reporting scope. |
| Estimated vs Actual Effort | Estimated hours, actual hours, project, date | Shows estimated vs actual effort for the selected records and reporting scope. |
Upload the workflow-specific sample or a user file with clear headers and one record per row.
Select the correct worksheet when the workbook contains multiple sheets.
Confirm the detected header row and field mapping before generation.
Review the data preview, exclusions, and validation warnings.
Generate the dashboard, chart, report, presentation, or answer.
Review KPI values, calculations, charts, and source traceability.
Save, share, or export using capabilities available on the active plan.
| Metric | Formula or Method | Required Fields | Important Rule |
|---|---|---|---|
| Completion Rate | Completed eligible tasks ÷ total eligible tasks × 100 | Status and task identifier | Define completed-status values and show the supporting denominator. |
| Overdue Task | Due date before reporting date and task not complete | Due date, completion status, reporting date | Missing due dates should be reported separately. |
| On-Time Completion | Tasks completed on or before due date ÷ completed tasks with due dates × 100 | Completion date and due date | Requires completion date and due date; hide when either field is missing. |
| Effort Variance | Actual hours − estimated hours; variance ÷ estimated hours × 100 | Estimated hours and actual hours | Show variance amount and percentage when both fields are present. |
| Problem | Recommended Fix |
|---|---|
| Inconsistent statuses | Standardize labels so the same entity or category uses one consistent value. |
| Missing due dates | Add the missing field when available; otherwise hide dependent metrics and explain the limitation. |
| Completed tasks without completion dates | Use consistent date formats and align records to the same reporting period. |
| Duplicate task rows | Use a stable identifier, review repeated rows, and remove or reconcile duplicates before calculation. |
| Cancelled tasks counted as open | Document the rule, standardize the source data, and validate the corrected result before generation. |
Available sharing and export options depend on the live VizMint plan. Publish only capabilities confirmed in production, such as saving the analysis, downloading images or PDF files, exporting PowerPoint, creating private links, refreshing a saved report, or removing branding on eligible plans.
Do not hardcode plan limits, file-size limits, privacy promises, or export features until product and billing owners confirm them.
VizMint analyzes exports; it does not replace the accounting, CRM, help-desk, HR, warehouse, advertising, or project-management system that produced them.
Upload a structured CSV or Excel file to generate the supported metrics, charts, and comparisons for this workflow.