In the Top Banner, you see the following details:
- The logo of the client/prospect company you are working
- Name of the Project
- The hyperlink allows you:
- to change some details and see the external stakeholders attached to this opportunity/deal
- Value: the value of the deal
- This comes from your CRM if the CRM is sync'ed
- Or it can be overwritten manually
- Target date: The targeted close date of the project:
- This comes from your CRM if the CRM is sync'ed
- Or it can be overwritten manually
- Warning icon: represents the likelihood of this project to slip
- Progression %: Shows how much progress you have made in this project considering the weight of each task
- Predicted : shows the predicted close date of this project calculated by Jointflows.
- Teams:
- On the left side: your team - internal stakeholders assigned to the project's tasks
- On the right side: the prospect/client team - external stakeholders assigned to the project's tasks
- Menu: this is the menu button giving you access to more functionalities
In the main section, you see the following details:
- Name: Name of your flow
- Task type: The category this flow sits within
- Date: The timeframe assigned to the flows
- Assignees:
- Left: your internal assignees
- Right: the external assignees
- Doc: the number of documents pre-uploaded into each respective tasks
- Steps: the checklist of steps requires to optimally deliver the flows
- Status: the status of the tasks:
- Completed
- Due in X days
- Late by X days
- ... Menu: Open additional functionalities
- "+ Add New Task": This is to add a new flow to your project
