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The Insights module provides key performance information of each individual team members. This module help members understand their own progress and help managers gain a clearer understanding of overall team dynamics which enhances transparency in collaborative experiences.

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Table of Contents

1. How to Access Insights

With TESSR, you can view 2 type of Insights:

1. Your Own Insights:

   1. Hover to the :icon---custompeopleinsight:Insights button at the top right corner, next to the 🔔 notification button.
   2. Click the button to open your Insights overview dashboard.

   

   Fig 1 - Navigate to the top-right corner of the page and click the Insights button to access your own Insights.

2. Other Team Members’ Insights:

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   You can only see other members’ Insights information if:

   1. You are from the same team.

   2. You share the same project(s). </aside>

   3. In your Insights dashboard, click on your name to open a drop-down menu.

   4. Select the user you would like to view or search for their name in the 🔎Search Bar.

   5. Click on their name to open their Insights dashboard.

   Alternatively, other member’s insights can also be accessed through the Review, My Work, and Project Directory pages.

   • From Review page
   • From My Work page
   • From the Project Directory page (Task entity level)

2. Navigating Insights Dashboard

On the Insights pop-up dashboard, you will see multiple sections with their own functionalities.

2.1 Basic Information (Top bar)

The top section of the Insights dashboard will display the following details:

1. User’s Name - Shows the current User’s name you are viewing.

   To view a different user:

   1. Click on the name for a drop-down menu of name list.
   2. Select the user you want to view.

2. User’s Email - Shows you the user’s email.

   This is copyable via the :icon--customcopyto:Copy icon when you hover over the email address.

3. Profile Share Link - Share the user’s Insights dashboard to another team member.

   To share a profile:

   1. Hover to the :icon--link:Copy Link icon on the right-end corner of the dashboard.
   2. Click to copy the link for sharing purposes.

4. User’s Team - View which Team the user is part of.

   1. Hover to the blocks beneath ****the :icon--link:Copy Link icon to show the team names.

Fig 5 - The Insights displays general information, including email, Insights link, and team details.

2.2 Essential Tools (Left Side Bar)

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If you are on the same team as your teammate but not sharing the same project, you will see a notification indicating the number of private tasks on the :icon--photovideo:Assigned Tasks tab. This ensures the confidentiality required in several creative sectors.

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