The Team Performance dashboard

You can use the pages in the Team Performance dashboard in Process Portal to manage the work of the team members that you are responsible for. From the dashboard, you can see whether your team is catching up or falling behind on its work.

If you are the manager of more than one team, you can select the team to work on from the dashboard summary page. The Team Performance dashboard for an individual team contains the following pages:

Prerequisites

To work with the Team Performance dashboard, the following prerequisites apply:

To see the Team Performance dashboard, you must be a member of the Managers team.
To see tasks in the dashboard, the corresponding activities in the business process definition must be assigned to a lane or a team. Activities that have deprecated assignment options are not displayed in the dashboard.
To manage a team's tasks, you must be a member of a team of managers. All snapshots of a process are considered when determining the authorisation for team management. If you are a member of a team of managers for any snapshot, you can manage the team's tasks

Overview page

This page gives you a broad view of where your team is with its current workload. All days and times are based on your time zone.

The Overview page has the following sections:

Quick Stats

Provides an overview of the tasks that are assigned to the team. This section includes counts for the open tasks and today's completed tasks. The open tasks are categorized as overdue, at risk, and on track. An at risk task is determined by the average time to complete a task of a particular type. For example, if a task is due today but people need three days on average to complete this type of task, then the task is considered to be at risk.

Turnover Rate

Provides an overview of the rate at which tasks are started and completed over time. The trend line indicates whether the team is catching up or falling behind with its work based on the difference between the task arrival and completion rates.

Actions that you can take

Change the time interval that is used on the x-axis. For example, to investigate the task completion or arrival rate during a day, change the time interval to Hours.
See the net change for a bar in the chart by hovering over the bar.

Roster

The list of team members. For each team member, the list includes counts for the assigned tasks and today's completed tasks for all the teams to which the person belongs.

Actions that you can take

See the dashboard for an individual team member by selecting the person's name in the roster.

Team Tasks page

This page gives you a breakdown of the work in progress for the team. The information can help you to understand the status of your team's work and whether reallocating tasks to balance workloads is necessary. Use the search filter to display tasks in the list that meet certain filter criteria. All days and times are based on your time zone.

The Team Tasks page has the following sections.

Time period histogram: Histogram of the task due date and status over a period of time. The histogram is not available for completed tasks.
Tasks list: The list of all the tasks that are assigned to the team. By default, the list of tasks contains both assigned and unassigned open tasks. You can change the view to show completed tasks or just the open, unassigned tasks.
Roster: The list of team members. For each team member, the list includes the counts for the assigned tasks and today's completed tasks for all the teams to which the person belongs.

Actions that you can take

See the tasks for a specific due date and who they are assigned to by clicking a bar in the histogram. The tasks list shows the associated tasks. The people at the top of the roster own the tasks in the filtered list.
Filter the tasks in the list by entering a search filter. The people at the top of the roster own the tasks in the filtered list. The histogram is also filtered to show only the tasks that apply to the search filter. Clear the filter by clicking the X icon at the end of the search filter field.
Assign or reassign tasks in the list by hovering over an assigned name.
See the dashboard for an individual team member by selecting the person's name in the roster.
See the business data for the task by clicking on the shaded area of the task.
Act on the task by clicking the arrow to the right of the task name and selecting an action from the list.

Team member's page

The page gives you an overview of the work in progress for each individual team member. All days and times are based on your time zone.

Because the page includes counts for all the tasks assigned to a team member, regardless of the team, it helps you understand a person's current workload. You can reassign tasks to other team members from this page.

A team member's page has the following sections:

Quick Stats: Provides an overview of all the tasks that are assigned to the team member, regardless of the team assignment. This section includes counts for the assigned tasks and today's completed tasks. The open tasks are categorized as overdue, at risk, and on track tasks. An at risk task is determined by the average time to complete a task of a particular type. For example, if a task is due today but people need three days on average to complete this type of task, then the task is considered to be at risk.
Team member's tasks: The list of your team's tasks that are assigned to the individual. If you manage multiple teams to which the team member belongs, the list shows all the member's assigned tasks for all of your teams. By default, the list of tasks contains the open tasks. You can change the view to show the completed tasks.
Activity: Provides and overview of the activity on the assigned tasks and posts for the team member. You can analyze the posts to see whether the team member might be having problems with the assigned tasks.

Actions that you can take

Filter the tasks in the list by entering a search filter. Clear the filter by clicking the X icon at the end of the search filter field.
Reassign tasks in the list by hovering over the assigned name.
See the business data for the task by clicking on the shaded area of the task.
Act on the task by clicking the arrow to the right of the task name and selecting an action from the list.