Easily manage workload with Team Overview.

Using the Team Overview board, you can monitor and manage workloads, redistributing tasks as needed.

Click on the Team Overview icon on the left-hand side of your screen.

Team Overview lists all process workflows for the organisation, along with the total number of items and items assigned to or completed by each team member.

The total number of tasks or XBerts is shown inside the red circle. (eg. 7 total tasks)

The total number of completed tasks or XBerts is shown outside in a green circle.
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Any overdue items are shown as a number in a small red circle. Clicking this number will display these items on the Work list. (e.g. 15 total tasks, 1 overdue, 2 completed)

If all tasks in a process are completed, there is a green tick with a green circle displaying the total number of completed tasks. Clicking on this icon will display these items on the Work list. (e.g. 1 completed item)

You can sort your Team Overview page to show Connect or Client users only to view the work progression between your team members' or your client's work.

You can also filter the Team Overview board accordingly.

You can use the total row across the bottom to know the progress of any team member or client across all processes.