Overview (Classic, Salesforce)

Shows a summary of your processes and tasks in Classic Work Center.

Figure: Overview screen

Overview screen
Figure: Calender Task View screen

Calender Task View screen
Figure: Top 5 Team Members with Most Tasks screen

Top 5 Team Members with Most Tasks screen

How to Start

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

Fields

Field NameDefinition

Template View
Function:
Shows the status of the tasks for each process model in a graph.
Accepted Values:
  • Overdue - Shows the total number of tasks that are Overdue.
  • Assigned - Shows the total number of tasks that are Assigned.
  • New - Shows the total number of tasks that are New.

Calender View
Function:
Shows the status of tasks by Month, Day, or Week.
Accepted Values:
  • Overdue - Shows the total number of tasks that are Overdue.
  • Assigned - Shows the total number of tasks that are Assigned.
  • New - Shows the total number of tasks that are New.

Process View
Function:
Shows the list of top 5 team members with most tasks.
Accepted Values:
  • Overdue - Shows the total number of tasks that are Overdue.
  • Assigned - Shows the total number of tasks that are Assigned.
  • New - Shows the total number of tasks that are New.