Overview tab (Classic, Microsoft 365)

Shows a summary of your processes and tasks in the Classic Work Center view in SharePoint for Microsoft 365.

Figure: Template View screen

Template View screen
Figure: Calender View screen

Calender View screen
Figure: Process screen

Team View screen

Prerequisites

How to Start

  1. In SharePoint for Microsoft 365, open AgilePoint Dashboard.

    AgilePoint Dashboard
  2. On the AgilePoint Dashboard screen, click Overview.

    Click Overview

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.