Author: Editor Editor

Description
Clicking on the required date the Matrix will show Production Tasks, Plans, CRM Items etc. specified for the selected date. Click and hold the button to move the Row Calendar forward and backward.

 

Description
Use Matrix View Switch to switch between tabs Matrix, Work Load, Key Indicator tabs.

Description
Matrix graphically presents all your and your Juniors’ Tasks, Plans, e-mails, CRM Items, Workflow Items and Meetings. The Matrix is color coded and uses icons to enable instant duplication of the situation. Access to view data from the Matrix is based on assigned user rights.

Description
Filters section will help you to filter out the required items in the Matrix Module and present them in the desired view. You can apply the following filter groups: Inbox: In my Inbox, Company & Plans, Creator, Owner, Performer etc.

Description
Use Statistics Filter to filter out presentation of the statistics information based on the filtering criteria options, Date group, Users etc.

Description
Presents a list of available statistics content information grouped by categories, for example, Sales, Finance, Marketing etc.

Filters
Filters section will help you to filter out the required items in the Reports Module and present them in the desired view. You can apply the following filter groups: From – to, Performer, Status group etc.

List of Items
Presents the list of filtered items. The Items are arranged in a table by the Subject, Completion Date, Planed hours etc. Click the column name to sort the items by Completion Date or by Title, for example. Click on the column once more to change the sort order of the items.

Description
In the Plan Preview, you can read the selected Plan’s content, see its header, view a list of Production Tasks and open them, follow a hyperlinks etc.

Description
A list of Plans is viewed the User is responsible for. Plans are arranged in the table. Click the column name to sort the Plans, repeatedly click to change the sort order of the Plans.

Description
Filter section will help you to filter out the required items in the Plan Module to quickly find the needed Plan or data based on the suggested filter requirements.