What is the STATUS SUMMARY (BY TYPE) on HOME | OVERVIEW? How do I use it?

This section provides an overview of the progress of your work by status type (i.e., On Track, At Risk, Off Track, Completed, or Not Started). It has the following elements:

• User Statistics Filter. Select a particular user and see the statistics for their work.
• Status Type Count. This displays a count of your work items by status type (i.e., On Track, At Risk, Off Track, Completed, or Not Started).
• Status Type Graph. See the flow of your work for a particular status type. (You can Filter by Date and Filter by Status)

User Statistics () #

1. Click to select or search for a user to review their work progress.
2. Select a person by clicking on their name.
3. Review this person’s progress in the StatusType Count or Status Type Graph

Status Type Count #

Review a person’s progress in the Status Type Count work area after selecting a user in User Statistics.

Note:

1. By default, StrategyFrog presents the StatusType for the entire organization unless a user has been selected.
2. This section displays the counted work items by Status. For example, Paul Miller has 3 items (All). He has one (1) item that is Off Track, one (1) item that is At Risk, and one (1) item that has Not Started yet.

Status Type Graph #

Review a person’s progress in the Status Type Count work area after selecting a user in User Statistics.

Filter by Status #

1. Click  to select the status type you want to display (i.e., On Track, At Risk, Off Track, Completed, or Not Started.)
2. View the graph showing the progress of a status type over time.

Example:

Linda Smith has a total of 32 work items, with 11 of these items being On Track. The Status Type Graph shows that Linda did the following:

• 1/01/2021 – Created 4 tasks that currently have On Track status
• 3/01/2021 – Created 4 tasks that currently have On Track  status
• 4/01/2021 – Created 4 tasks that currently have On Track status

Note: Hover over the graph to identify specific item counts. See the example below.

Date Filter ( ) #

1. Click the Start Date ( ).

2. Choose a Start Date.
3. Click Select.
4. Click the End Date().
5. Choose an End Date.
6. Click Select.
7. Note that the Date Filter shows a date range ( ).
8. Click X to cancel the dates.