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Insights alias Projects, Users and Teams Overview

Insights is the first page in Business panel. It brings 3 types of overviews:

  1. Projects
  2. Users
  3. Teams (we are working hard on this feature)

Business panel is available for the captain of the Business plan and appointed Company captains. In case you want to try its features, turn on the 14 days testing cruise.

Insights give you overview over projects, users and teams.
Insights give you an overview over Projects, Users and Teams.
Within the Insights you can switch between sections via a bar
Within the Insights you can switch between the sections via a bar.

1. Projects

In the Projects section are only the project you are the captain of. In the graphic view you can check:

  • Tasks after deadline
  • Active Projects
  • Incomplete Tasks
Insights over a projects.
Insights over Projects.

My company

Within the filter My company you can see the information about your own projects. If another captain appoints you a Company captain, you can see insights over their team.

Select another company/team in Other companies.

Example how to switch company insights.
Example of how to switch the company insights.

You can always see insights over one company, not all of them in a summary.

Activities in Projects

There is a list of your projects with insights. When clicked on, every value offers a detailed overview.

Activate Business panel

How to turn on the Business panel testing check here.

Filter by time period

You can set which time period you want to check. Choose from 7, 30 or 90 days or custom period.

Filter the time period of the last activities.
Filter of the time period of the last activities.

Project export

You can export the tab overview of the projects to CSV. It has the same form as the tab in Freelo.

Start the export via icon Export next to the time filter.

How to export project activities in Insights.
How to export project activities in Insights.
Example of the exported CSV tab.
Example of the exported CSV tab.

2. Users

Here are the users invited to your company’s projects, or the users of another company in which you have been assigned the role of the Company Captain.

Users by Activities

First overview shows the percentage of activity per user. That includes tracking the comments in discussions, completing tasks, creating tasks, due date changes etc.

The overview tracks increasing and decreasing activity per user. The graph of Active Users shows user activity in the last 30 days and it is constant.

Users by increasing/decreasing activity.
Users by increasing/decreasing activity.

You can filter the time period you want to see.

Change time period for users activity overview.
Change time period for users activity overview.

At the end there are three overviews – Statistics, Time tracking and Activities. You can export these data to CSV or set different time period.

Export the overview or change the time period.
Export the overview or change the time period.

Statistics

Click the number in tab and Freelo redirects you to the particular user. In Statistics you can see:

  • Assigned Tasks – user’s profile
  • Tasks after deadline – shows Dashboard with assigned tasks to the user
  • Activities – report of the latest activities
  • Last Activity – also report of the latest activities
  • Reported hours – see Summaries
  • Reported costs – also Summaries
Statistics overview in the Insights.
Statistics overview in the Insights.

You can export the report to CSV.

Time tracking

Within Time tracking overview are the tasks, where the user reported time or cost the last time.
You can see:

  • Reported Tasks – via keyboard shortcut Q you can see task detail
  • Time of Report – start and end of tracking
  • Running tracking – current running tracking
  • Reported finances – you can check details in Weekly and monthly tab
Time tracking over the tasks per user.
Time tracking over the tasks per user.

Go to the detail of the tracked task by clicking on its name, bubble with arrow or keyboard shortcut mouse over the task + Q.

Go to detail of the tracked task.
Go to the detail of the tracked task.

Users Activities

It is a report of the latest users activities in your project. Click the item and Freelo redirects you to the task detail. You can export the report to CSV. Click All activities of this user to see report Latest project activities with filter for a particular user.

Example of report with users latest activities.
Example of report with users latest activities.

There is a maximum of 10 tasks visible > Following 10 activities…

3. Teams

Soon, there will be a feature to create teams. You will be able to mention the teams in a discussion and track their activities. We are developing this feature at the moment. We are working hard on the feature Teams.

We are working hard on the Teams feature.

Updated on 17.12.2021

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