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Workload Dashboard

Create a partners' dashboard showing open matters, ageing invoices, and upcoming hearings: build a summary dashboard w…

2heights
2tasks
1roles do it
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The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Create a partners' dashboard showing open matters, ageing invoices, and upcoming hearings:…+
Create a partners' dashboard showing open matters, ageing invoices, and upcoming hearings: build a summary dashboard with KPI tiles, PivotTables for workload and ageing, and slicers for practice group and partner.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before partners see the dashboard, make it decision-ready: add drill-down links from each KPI…+
Before partners see the dashboard, make it decision-ready: add drill-down links from each KPI to the source matter list, surface the five most urgent actions with owners and due dates, include a confidence note when data is incomplete, and lock the layout to prevent accidental changes during review.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Create a dashboard showing open matters, ageing invoices, and upcoming hearings so partners can see the office workload at a glance.

Who does this

1 roles
Legal Assistant

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Excel — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.