Overview

Shows a summary of your processes and tasks.

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Prerequisites

How to Start

  1. In Salesforce, click the AgilePoint Dashboard tab.
  2. Click the Overview tab.

Fields

Field Name Definition

Template View

Function:
Shows the status of the tasks for each process model in a graph.
Accepted Values:
  • Overdue - The task is Overdue.
  • Assigned - The task is Assigned to a participant.
  • New - The task is assigned to a pool of participants, and one participant must take assignment.

Calender View

Function:
Shows the status of tasks by Month, Day, or Week.
Accepted Values:
  • Overdue - The task is Overdue.
  • Assigned - The task is Assigned to a participant.
  • New - The task is assigned to a pool of participants, and one participant must take assignment.

Team View

Function:
Shows the list of top 5 team members with most tasks.
Accepted Values:
  • Overdue - The task is Overdue.
  • Assigned - The task is Assigned to a participant.
  • New - The task is assigned to a pool of participants, and one participant must take assignment.