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--- website:creating_kpi_from_tasks [2021/01/22 12:23] – support
+++ website:creating_kpi_from_tasks [2021/03/17 14:28] (current) – support
@@ Line 1: / Line 1: @@
 ====== Creating KPI from Tasks Group ======
-^ A Key Performance Indicator (KPI) is a measurable value that demonstrates how effectively a company is achieving key business objectives. Organizations use KPIs at multiple levels to evaluate their success at reaching targets. High-level KPIs may focus on the overall performance of the business, while low-level KPIs may focus on processes in departments such as sales, marketing, HR, support and others. ^
+^ Over the  [[website:kpis|built-in KPIs]] there is a possibility to create custom KPIs. One type of custom KPIs is a Task or Task Group based KPI. As [[website:tasks|Tasks as cost centers]] can be freely structured to map the business metrics, a KPI creation offers additional value to use Task related metrics in reports. ^
-In JobCTRL you can add unique KPI to the KPI list, after that you can use it in the Performance Analysis and Performance Summary reports. \\
+In JobCTRL you can add unique KPI to the KPI list, after that you can use it in the Performance Analysis and Performance Summary reports. This feature can be useful if you want to measure new data using a new operand. \\
-First, you have to go to the **“Task groups” menu**. You have to add the name, save it, then in the “Details” you can choose that task or tasks, which you would like to see. Now you have a **unique number ID between the parentheses, you have to save or remember it to use it**!\\
+First, you have to make task groups. If you are not familiar with task groups, click [[/website/task_groups|here]] for more information.
-{{ :website:kpi_1.png?600 |}}
+After making some, by entering the task groups **ID** you can create KPI operand for your KPI. **Go to the “KPIs” menu section** and scroll down until you arrive to the **"Create KPI operands"** function.
+**Note:** You have to use **“TaskGroupId_”** and the **ID** for the technical name.\\
+{{ :website:kpi_2.png?600 |}}\\
+Come up with a proper name for your KPI, then add a short description to make it clear to everyone what this indicator is for. When you're done, assign it to the Group and save it.\\
+{{ :website:screenshot_11.png?600 |}}\\
+Once the backup has been made, you can get your analysis using the new KPI in the reports menu.
-Now with this **ID** you can create KPI operand for your KPI. **Go to the “KPIs” menu section** and scroll down until you arrive to the **"Create KPI operands"** function. \\
-{{ :website:kpi_2.png?600 |}}
-**Note: full list of special keywords: “TaskGroupId_”, “ProductiveTaskGroupId_”, “TaskId_”, “ProductiveTaskId_”, “ProjectId_”, “ProductiveProjectId_”. Always add the ID of the Taskgroup/Task/Project you want to use.
-**