How-To Access Stories
Basic steps for Navigation
Last updated
Basic steps for Navigation
Last updated
After successful login, user redirected to JustPerform Home pane, which displays the list of activities assigned to the user based on the user authorization
Each activity comprises of set of tasks to be performed by the user, each task can be Opening template to Input or report the Information, execute calculation, or open dashboard etc.
To access tasks, like opening of a Template, Select the specific Activity Flow, which will redirect you to Task list with Specific tasks, When clicked on Task - JustPerform template Opens up.
Guide
Once a user logs in to JustPerform, they are directed to the Home pane, which displays a list of authorized activities based on their role. From the activity pane, the user can select a specific activity and view the dropdown list of entities assigned to them. By choosing the desired entity, the user can access the task list for data submission. For the above example, the selected Activity is Revenue Planning for 1010 Entity, on selecting the Sales Forecasting task, they can open the Input Template or report associated with it.
On opening the desired template, user can fetch real-time information from the system, by clicking the icon in the task menu.
Templates are integrated with Excel, allowing input to data as in a normal Excel spreadsheet. The Excel interface supports various data input methods, including manual input, Excel formulas, and copying and pasting data from external sources. Once the modifications are complete, clicking on the icon will send and update the data back to the system, making it visible to everyone with access.
