In this section, you will see your team information:
- Team Name
- All team members.
Note: Only the team manager can remove a member of the team.
- All case types
By default, you can view cases of all case types. You have the option to view workflow specific dashboards as well. You can filter your workspace on a specific workflow type, and easily monitor, measure and compare project performance.
For example, you can filter on the onboarding workflow to see how onboarding for current roles are progressing. You can view the progress of each project, view team’s KPI metrics and get real-time insight into all activities.
- Case type library
On the click of the case type library icon, you can view the list of case types available in your workspace.
In the Original Case Types tab, you will see those case types which have been used by users using the pre-defined Corrus template types.
Case email id
The Case email id can be used to create a case in a specific case type through email.
On clicking on the Copy email id, a pop-up will appear with the instructions to help create a case via email.
In the Custom Case Types tab, you will see case types that have been created by users based on their own requirement, from scratch.The owner of a custom case type can perform the following actions:
- Edit – Edit the details of the case type
- Delete – Delete the case type from the workspace
- The top band consists of widgets that you can use to quickly view the cases and tasks in your workspace.
Note: If the case type owner is removed from the workspace, the workspace lead is made the case type owner.
You can also create a new case type by clicking on the button at the top. The new case type created will get listed in the Custom Case Types tab.
Overview tab In this section, you can see a snapshot of all the work in your team.
- Active cases: Cases that are currently in progress
- Cases overdue: Cases that are past their due date
- Total tasks: The total number of tasks being worked upon in the team
- Tasks assigned to me: Tasks that have been assigned to you by team members
- Tasks assigned by me: Tasks that you have assigned to others in the team
2. My To Do’s
To-do’s help you prioritize your work so that you don’t miss a deadline.In this section, you will see your To-Do list filtered on Today + Overdue tasks and meetings by default. Filter on Upcoming will show your tasks and meetings that are due in the next 7 days.
3. Task Statuses This section shows tasks based on different statuses such as tasks that are in progress, overdue, ready, completed, not ready or have a custom status. The task list will get filtered on the status you select.
4. Cases All the cases of your team will be shown here. By default, the case card view mode is selected. You can also select the list mode to view the cases in your team, using the list icon present above.
You can filter your cases using the filters available above the case cards.
Filter by user: To view the cases of a particular user, select the member from the drop-down list.
Filter by case status: To view cases based on the status, select one or more case statuses from the drop-down.
Recently modified/due date: You can filter cases based on most recently modified (default) or on the case due date.
Only my case: To view cases which you are a part of.
Click on a case to view its members, tasks and other case information.
Each case card here shows the name of the case, the tasks assigned to you, the case due date, case status and the case lead.
Click on the checklist icon to view your tasks in the case.
Tasks tab In this screen, you will see all the tasks (across cases) in the team.
- Task Widgets:
The second section shows a list of all tasks present in your team, across different cases.
You can filter the task list by using the filters available on the right.
Filter by user: To view the tasks of a team member, select the member from the drop-down list.
Recently modified/due date: You can filter tasks based on most recently modified (default) or on the case due date. The tasks which are most recently modified will appear on the top.
Only my Tasks: Enable this button to view the tasks that are assigned to you.
Actions: Click on Actions to complete or a delete a task. Reports tab
The reports tab gives a snapshot view of all the team members, cases and tasks in the team.
The workspace reports are available in two views:
- Chart view The chart view will show reports of all the cases that you lead, across all case types.
- By case type By case type view will show a list of all case types present in the workspace. You can get a quick glance of the cases and tasks within each case type.
- Workspace metrics:
- Member Activity:
Note: If the filter at the top is set for a specific case type, you will only see the cases associated with that case type.Chart View
This section gives an overview of the cases and tasks metrics of your team.
Cases I lead: The number of cases which you manage
Cases I belong to: The number of cases you are a member of
Cases Overdue: The number of cases that have passed their due date
Total tasks: The total number of tasks created in the team
Assigned by me: The total number of tasks you have assigned to other team members
Assigned to me: The total number of tasks assigned to you
- Frequent: Team member who logs in twice or more in the last 7 days
- Occasional: Team member who logs in once in the last two weeks
- Inactive: Team member who hasn’t logged in for the past two weeks
- Guests: Members that are only part of a case and not the team
- Invited: Co-workers that have been sent an invite to join the team but haven’t accepted the invite yet
- Member Progress:
- Case Reports:
By Case Type
Here you can gain quick information about each case type – Case type name, total number of cases created in it, total number of tasks created in it, cases that are currently being worked on, and cases that are way past their due date. You can also download this information of all the Case types to an excel file.
On the click of a Case type row, you will be taken to a detailed tabular report, where you can view all the cases within that case type and their respective details. You can further drill down and view the tasks of each case as well. On selection of a case type, the filter above will also change to the selected case type.
Note: While creating a case type, the owner can define the Case Data label, which is the important information he wants to capture in the cases created using this case type. The values entered in the labels by the case members appear in the column below.
On the click of a case name, you will be taken to the Case Overview dashboard.
You can also download this information of all the cases to an excel file.