APP Home Page
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The App Home Page is the central dashboard of the Creatio CRM Project Manager add-on, designed to provide users with a comprehensive overview of project and task statuses. It serves as a centralized hub for monitoring progress, managing priorities, and accessing critical project metrics, enabling users to make data-driven decisions and streamline workflows effectively.
Dashboard Summary Tiles Located at the top of the page, these tiles provide quick insights into key metrics:
Total Projects: Displays the total number of projects managed within the system.
In Progress Projects: Indicates the number of projects currently underway.
Completed Tasks: Shows the total number of tasks successfully completed.
Overdue Tasks: Highlights tasks that are overdue, enabling users to prioritize urgent actions.
Task Lists
My Tasks Due Soon: Displays a list of tasks approaching their deadlines, sorted by priority. This helps users stay on top of upcoming work.
My Overdue Tasks: Lists all tasks that have passed their due dates, allowing users to address delays effectively.
Visual Performance Metrics
Several charts and graphs provide a detailed visual representation of project and task statuses:
Project Status Summary Chart: Shows the percentage of planned, in-progress, and completed projects.
Task Completion Status: Indicates the number of pending vs. completed tasks.
Resource Allocation Chart: Provides a breakdown of how resources are distributed across different areas (e.g., developers, testers, admins).
Task Distribution by Priority: Categorizes tasks into priority levels (e.g., high, medium, low) for better workload management.
Milestone Completion Rate: Tracks the progress of milestones, showing completed vs. pending milestones.
Upcoming Milestones Tracker: Displays milestones approaching their due dates, helping users focus on critical deadlines.
Burn-Down Chart for Tasks: Visualizes the rate of task completion over time to assess project pacing.
