STRINGConnect doesn't have a ready-made dashboard box for this, but you can build one yourself using the automation tools already in your account (called workflows). This guide walks you through the exact setup, step by step.
This build has four parts:
- Build the automation that checks each task
- Set up the fields that store the results
- Create a metric that turns those results into a percentage
- Add that percentage to your dashboard
Part 1: Build the Automation (Workflow)
- In the left-hand menu, go to Automation → Workflows.
- Click + Create Workflow, then choose to start from scratch.
- Click Add New Trigger and select Task Completed. This trigger starts the automation the moment someone on your team checks off a task as done.
- Leave the "Assigned User" and other filter fields blank if you want this to apply to every task, or fill them in if you only want to track specific team members or task types.
- Save the trigger.
Part 2: Compare the Due Date to the Completion Date
- Click the + button to add a new action.
- Search for and select Date/Time Formatter.
- Under "Select any date field," choose the task's due date as your first date.
- Set the second date to the current date and time (this represents the moment the task was completed).