Overview

Shows a summary of your processes and tasks.

Template View Screen







How to Start

  1. In SharePoint, go to the AgilePoint Dashboard.

    Depending upon your version of SharePoint, this may be an App Part or Web Part.

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.