1. How to add the widget?
To add the Process Efficiency Widget, please go to the Retractable menu ( the plus icon to the right bottom side of your Dashboard) and select Add Widgets.
The Process Efficiency widget operates per Board and calculates the ration between the value-added time and non-value added time.
IMPORTANT: The efficiency result is based on your board cycle time configuration.
Click on the new widget and select a board from the drop-list in the Board Minimap -> select one, several or all swimlanes of the board (CTRL + click) for which it will collect data.
The system will automatically calculate the efficiency of the specified flow.
Note: to add more Efficiency widgets -> use the settings icon on the top right side of the Process Efficiency Widgets panel - select Add widget.
2. How to configure your process efficiency widget?
Click on the widget settings menu to customize your widget -> select Settings to open the Process Efficiency Widget Configuration panel.
2.1 Add a Filter
Using the advanced filters you can monitor the data for a particular card, assignee, priority, color, size, tag, type, reporter or the card creation date parameter. The system allows you to include all of your custom fields in the filter.
Select your filter criteria (for example: Priority) -> click on Add.
2.2 Configuration Parameters
Via the Configuration Parameters, you can configure the time for which the widget will calculate efficiency percentages.
Setting up a filter which excludes weekends, outliers, and focuses on specific intervals can also give you better accuracy for your widget’s calculations
Note: Depending on the selected time filter, the widget will show you the improvement or decline in efficiency compared to past data.
3. Widgets Settings Menu
Use the Widget settings menu to perform the following actions:
Rename: change the name of the widget.
Switch to Half-View: reduce the size of the widget to make a place for more widgets on your dashboard. Click on the switch to Full-View to expand the widget again.
Remove: delete the Widget to no longer appear on your Dashboard.
4. How to refresh your widget?
Hover over the refresh icon and the date and time of the last widget update will be displayed.
The widget is automatically refreshed once per day. Click on the refresh icon to refresh the widget manually.
The Process Efficiency Widgets panel is designed to serve as a motherboard for mini widgets showing the efficiency of different parts of your work process.