Heat Maps
The Heat Map allows you to see how many pending tasks there are at each stage in your Process.
To view the Heat Map for a process, do the following:
- Click Reports > Heat Maps > Click the card of the Process you want to see the heat map for
On the Heat Map, the color of each task will give you more information about the status of each task.
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Red Task - There is a past due instance of this task pending
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Yellow Task - There is an instance of this task pending
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Gray Task - There are no pending instances of this task
The Now / Flow switch beside the title changes what the colors mean. Now is the heat map above: what is pending at each step this minute. Flow looks back over the last 90 days and answers where the work usually waits, where runs are canceled, and whether the customer notices:
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Each task is colored by how long work typically waits there compared with the process’s typical step: gray when it waits less than half as long, the normal task color up to twice as long, yellow up to four times, and red beyond that.
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Each task’s label gives its median wait, how many runs passed through it, and, when runs were canceled, the share of those cancellations that were sitting on this step.
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When the process collects a customer rating, a step whose long waits were rated noticeably lower says so, for example “rated 4.3 -> 2.9 when this step waits over 3 d”.
Nobody’s name appears on the Flow map.
You can click any task in the heat map to open and complete a pending task. Clicking a task brings up the following:
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Assigned to - The user this task is assigned to
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Assigned Date - The date the task was assigned
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Start Date - The day this task started. Start dates are primarily set on the process template
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Due Date - The day the task is due
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Process Age - The length of time the process has been running
Clicking Open Task opens the Task Panel for the task.