Project tasks feed Insights apps
What moves
Insights apps can read live tasks as a data source and show them as boards, calendars and timelines, and can update, assign and complete them under the viewer's permissions.
Before you start
- Project Management and Insights in your plan
Step by step
- Tenant administratorInsights — Business Intelligence & Apps
Builds an app and picks project tasks as its data.
You see:The app lists live tasks.
- Project managerInsights — Business Intelligence & Apps
Uses the app's board to reassign a task.
You see:The change is saved on the task, under the manager's permissions.
Related
- Insights — Business Intelligence & Apps
- Project Management
- Projects and tasks feed delivery and time reports
- Reports links to Insights components
- Sales orders feed the fulfilment and customer reports
- A warehouse is connected and its numbers sit beside ERP data
- A weekly report goes out to people who may see different things
- Connections between modules