Overview
Also, by clicking on Overview (1) in the left menu, we can open it when needed.
This page presents our personalized report. This means that each role and each user receives a report on the facts that concern him.
The Overview page consists of 4 sections.
(A) My personal Overdue TaskPacks
Here are listed the TaskPacks for which we are Doers but did not complete them on time.
(B) My personal Today's TaskPacks
Listed here are the TaskPacks we need to do as a Doer today.
(C) Process Overview
This is a section with content personalized to Process Managers according to their permissions. The top Manager and Profit Leader can see the entire process overview.
Process Overview shows processes by type and group. Processes are listed there, and warning tags are next to them. They indicate how many TaskPacks in the process are late in execution; how many TaskPacks have anomalies when connecting to processes: they lack input, have a result that no one uses, or have no result at all, and so on.
Clicking on the warning tag opens a pane that lists individual TaskPacks with a problem.
(D) Control Now
The state of organization and management is constantly changing. When we want to make a current state control, we can do it by clicking the Control Now button (D).
Good-morning email report
The same report from this Overview page arrives at our email every morning around 7:00 am. Everyone gets a personalized report according to their roles.
Email is convenient so we can review the report on our mobile phones in the morning (usually before work).