Insights

This section lets you view aggregated data on public processes and detailed progress for individual users.

✅ Before you Start

Applies to: Admins and Organization Admins

• Admins: log in with the Admin role and open the Admin space.
• Organization Admins: log in with the Organization Administrator role and open the Organization Management panel. This role has read and write access to everything in your organization and all its workspaces.

Then, navigate to the Insights section.

Monitor Insights

You’ll see a list of processes. For each process, the number of users is displayed, along with the number of steps To Do, In Progress, and Done. Click View Details on a process to see a breakdown for each user, with the total number of steps per stage.

From here, you have two options:

• Send Email: Click Send E-Mail to start an email to that user’s address on record.
• View Roadmap: Click View Roadmap to see a user’s progress across processes. For a more detailed look, click View Details.