Planned Tasks Board

Planned Tasks Board is used to get an overview of all planned accesses (Access), across person and status. There are also six shortcut fields for selected persons and accesses.

The following information is displayed:

Planned Access Tasks shows all accesses that have a deadline (by default last quarter, which can be adjusted in the top right corner).
Five graphs further filter the view of accesses: By Owner, By Stage, By Manager, By Application, By Company and By Department.

For more information on planned tasks board, see Administration Guide > Planned Tasks Board.