Overview

Posted on 2025-07-04 Updated on 2025-07-04

Guide: Overview

Welcome to the user guide for the Overview in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Overview

1. Workload

Workloadpage used to manage employee workload.

  • Capacity: get data from Staff Shifting Settings page. It is the total working time per week of the respective employee.
  • Remain capacity estimated: shows the number of assigned working time exceeding the number of working time in the same week.
  • Remain capacity: displays the amount of time when the total working time in the week minus the time to perform the assigned work tasks.
  • Estimated Hours (E): displays the working time assigned to the employee in. (To assign work to employees -> Select Task module -> select New task).
  • Spent hour (S): displays the time that the employee does the assigned work.

2. Chart

Chartpage: used to display employee workload data in the form of a graph.

  • Statistics by estimated hourschart: will display the total time assigned to employees.
  • Statistics by spent hourchart: will show the total time that employees perform assigned work.
  • Statistics by departmentchart: will display the overall time assigned to work and time to perform the assigned work of all departments in the system.

3. Timeline

The Timelinepage: will display employee workload data in the form of a timeline.

Choose to view the data in Quarter day / Half day / Day / Week or Month view to see the data in the most detail.

4. Kanban

The Kan Banpage: will display the employee workload data in Kanban format

5. Capacity

The Capacitypage: will aggregate and display the workload data of the Projects including the time to perform the paid tasks and non-paid tasks.

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