Learn how to navigate your workspace, explore project workpackages, and get insights through the OnePager, KPI Collection, and Planning tools
Access and Navigate Through Your Workspace
Discover how to move through your workspace — from accessing task forces and dashboards to exploring project details and tracking progress at a glance.
Click on task force names in the left navigation bar to access all active projects you're involved in
Select associated dashboards from the same menu to view relevant data
Click on different menu items to switch between work areas
Click on a task force (e.g. Smartcar 3000) to see all its work packages
Look for traffic light indicators (green, yellow, red) to quickly assess status
Navigate through the project you want to inspect to display the details
Navigate Through Work Packages
Explore how elyvate helps you dive deeper into your projects — giving you clarity and structure as you move through individual work packages.
Identify the work package you want to investigate (e.g., Production, Quality, Human Resources)
Click on the work package card to access its detailed information or use the list on the left to quickly switch between different work packages
Click on “Task Forces” at the top or on the project name to return to the project dashboard
Explore The Onepager View
Gain a deeper understanding of your projects through an interactive overview that brings performance, measures, and results together in one clear view.
Scroll down to review the detailed information in the Onepager
Click on the edit field of the desired section to open the input window
Click on the dotted square under Top KPI’s to zoom in the graph and move the edge of the chart area to zoom on a specific part
Check the list of active measures to see what actions are being taken
Toggle between active and archived measures using the switch at the top of the table
Access The KPI Collection
Easily navigate through all KPIs within a work package, track progress, and highlight the most important metrics for your project overview.
Click on "KPI Collection" within a work package to view all metrics
Browse through the detailed breakdown of all active KPIs for that work package
Click on specific KPIs to set the status, or make the necessary edits
Select the KPIs to show in the Onepager by clicking on the star symbol
Explore The Planning View
You can navigate through your schedule, adjust measures as needed, and filter for the work packages or days that matter most.
Click on "Planning View" to see all measures scheduled by week
Edit details by clicking on a measure
Use the calendar tool in the top right corner to navigate between different weeks
Click on the filter icon to show only specific work packages or days
🧠 Need Help?
For assistance, please contact our support team at [email protected]