This article will guide you through the Category Overview (Team Overview: Click here) feature in Daymi. This feature allows you to aggregate and visualize essential information on different categories that may reflect your servicing funds, regulations, or various working fields.
The Category Overview feature offers multiple practical use cases, such as:
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Filters
The Overview feature offers filters that allow you to select categories to follow or choose specific teams for review.
Furthermore, you have the flexibility to choose the timeframe, whether it's Today or the current week 📆.
With the integrated Calendar functionality, you can effortlessly navigate back in time and gain insights by exploring processes from a historical perspective.
Different statuses: Overdue, Pending, In Progress, Done
🟥 Overdue: Subprocesses that went over their deadline and are still unfinished.
⬜ Pending: Subprocesses that have not yet started and have upcoming deadlines.
🟦 In Progress: Subprocesses that have already been started and have approaching deadlines.
🟩 Done: Subprocesses that have been completed.
High priority overdue 🟥
The subprocess configuration includes a priority setup, allowing you to choose from various priority levels ⬇
Within the high priority overdue section, we display all the subprocesses that have been designated as high priority 🔴 and have surpassed their deadline.
Open errors ❗
This section showcases any currently open errors within the selected time frame. Once you resolve them, they will disappear from the window.
TV dashboard 📺
Another use case is a TV dashboard, where the overview window is displayed on the office TV screen 🤩.
Just remember to enable 'auto refresh' so the data updates every 10 seconds 🔄
