Fully Customizable Dashboards

The work was always there.
Now it can be seen.

TepinTasks dashboards are not just internal reporting tools. They are the deliverable.

Fully customizable dashboards

My Tasks Dashboard
Tasks Completed
47
This month
Time Logged
28.4h
Billable & non-billable
Task Velocity — Last 4 Weeks
Wk 1
Wk 2
Wk 3
Wk 4
Tasks. Time. AI narrative. One view.
Share dashboard
Share via link
tepintasks.com/d/abc123 Copy
Anyone with the link can view this dashboard. No account required.
✓ View-only access
Your client sees the data. Nothing else.
Send a link. They see it. No account needed.

Other tools expect you to spend days assembling a reportable dashboard from live data. In TepinTasks you can create one in minutes.

The work is done. Now it needs to be seen.

Every professional service provider has the same problem: the work happens, the results exist, but the client never sees it clearly. TepinTasks dashboards are built to fix that — for VAs, EAs, coaches, MSPs, and fractional providers.

Virtual Assistants

Client by client command center.

You are managing work across multiple clients simultaneously. Each one has different priorities, different projects, and different expectations. Review by client, by group, or if you manage a team of VAs, you can report on that too. Filtered to the work, the completed tasks, the projects closed, and the opportunities you spotted along the way.

The link you send is not a status update. It is what a consultant delivers. Snapshots of completed work, projects moved forward, the things you caught that they did not ask for. That is not a VA checking in. That is a strategic partner reporting results.

Tasks Completed This Month
47
Across 3 active clients
Projects Closed
6
2 delivered ahead of schedule
Time Logged
28.4h
Billable and non-billable separated
  • Completion rates over any date range you choose
  • Task velocity trends across the full year
  • Time invested per project and per executive
  • Share as a link. No account required to view it.
  • The executive does not add work to your system to appear in it
“Going into the review with a dashboard is not asking them to take your word for it. You are showing them the data.”
The record exists. They do not have to remember.

Executive Assistants

The difference that changes the conversation.

The fire drills caught before they became problems. The conflicts resolved before anyone noticed. The three things that got handled without anyone asking. None of it shows up anywhere until performance review, when you are asking the executive to trust your account of your own value.

Build the dashboard across the year. Send the link before the review. The executive sees what the year actually looked like: completions, velocity, time invested, trends. And here is the part that matters: they do not need to log in, add their own tasks, or touch the system at all to be part of the picture.

The work is visible without adding anything to their plate.

Business Coaches

Skip the review. Get to the real work.

Every session has a moment where you recap what happened since last time. The client tells you. You ask questions. You figure out together whether things moved or stalled. That process takes time that could be spent on the actual roadblocks.

When the client can see their own dashboard before the call, they show up already knowing where they stand. Completion rates, velocity, what progressed and what did not. The data leads the conversation and the conversation can go straight to what is actually blocking them. Better coaching, not just a faster check-in.

Before the call
Client opens their dashboard
Sees 8 of 12 goals completed. Velocity up from last month. Two items stalled in week three.
On the call
Session starts at the roadblock
“I can see week three stalled. What happened?” No recap needed. Straight to the work.
The result
More time solving problems. Less time establishing what the problems are. Every session earns its hour.

MSPs and Service Providers

“Everything’s working great. What exactly do you do for us?”

That question is not a complaint. It is the MSP’s biggest retention risk. When things run well, the value disappears. Clients forget the server migration three months ago. They forget the backup issue you caught before it became a real problem. Smooth operations feel like they just happen.

The dashboard is the answer before the question gets asked. Every month, they see what you handled, what you resolved, where the hours went, and what got prevented. The absence of problems is not luck. It is documented work. Send the link. Let them see the operation behind the silence.

This month — Northside Dental
23 tasks resolved
14.5 hours logged · 1 critical issue prevented · 0 outages
This month — Rivera LLC
17 tasks resolved
9.0 hours logged · Switch replacement · Backup remediation
Shared with client. No account needed.
They open the link. They see the year. The conversation starts from facts.

Fractional and Financial Providers

One click and you are in their world.

You work across multiple clients. Monday is one company, Tuesday is another, Wednesday is a third. Every switch used to mean rebuilding context: what was the status, what was overdue, where did things stand when you last left off.

TepinTasks was built for exactly how you work. Each client has their own dashboard, hard-set to their engagement, their groups, their data. One click and you are in context with everything you need, nothing from another client bleeding in. At quarter-end, share it. Completed deliverables, time by retainer, what moved. Audit-ready without building a report from scratch.

Acme Corp
Fractional CFO · Q3 active
Active
BlueSky Partners
Fractional COO · Dashboard open
Viewing
Rivera Holdings
Fractional CMO · Q3 reporting due
Due Soon
One click switches the context completely.
No crossover. No confusion. Each client’s dashboard is entirely their own.

The work is there.
Start showing it.

Free to start. No credit card. No six-week setup. Build your first dashboard in minutes and send the link before your next client call.

Free forever plan available. Takes two minutes to set up.