Activity management is very important to view employee work.
The Activity Management Dashboard is a dashboard for organizing traffic within your agency. You can access it from the left menu, under Projects > Activity Management.
It has five types of display, with Kanban as its home screen:
Using this display, you can sort activities in “Unplanned”, “Planned”, “In progress”, “Awaiting Approval” and “Finalized” columns. Each piece presents a series of information such as its name, stage in which the person in charge is, tags referring to alteration and/or delay, and layouts, in addition to a stamp that informs if it is a piece for social network. Let’s take a closer look:
By clicking on the cards for the pieces, you can plan, insert or change information, in addition to monitoring their workflow. Check it out below:
Note that in this pop up there are several navigation tabs in which you can view and insert a series of information relevant to the piece:
Now that you know how Kanban works, let's check out the other options for the Activity Management display.
It is a more compact display, divided by employees.
By hovering over the piece, you have more information:
It is interesting to see the number of demands allocated to each employee and, thus, do some planning to avoid that some are overloaded and others with few tasks.
This display allows you to track activities that are undated, overdue, for today and those that haven’t been assigned to anyone through a division into blocks. It is possible to click on ‘see more’ to open the list referring to the block with all activities in a given situation.
In this display, you can find all the steps, posted or not. You can apply filters to see specific lists of workflow steps.
List has several exclusive filter options:
Use this search for a more specific view of the demands combined with the filter.
Here you can see the workflow steps and tasks planned on their respective days. On the tab on the left, you can see what has not been planned yet. That way, it is possible to allocate items just by clicking and dragging the step to the day of the calendar you want. Very practical, isn't it?
By viewing the report, you can more strategically analyze the dynamics of demands at your agency.
With it you can monitor:
- which employees are active, and at what stage the activities are: in progress, paused, waiting to begin;
- how the planning for a project is, based on your estimate;
- adjust and monitor hour control in your activities;
- reworking, via a shortcut to the reworking report and a shortcut for the activity duration report.
So, which display did you like the most? Activity management will be a great ally in organizing demands, so make the most of its benefits to guarantee that your employees' agendas are well aligned and not miss any more deadlines.