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User Guide: Goals and Documents Management

1. Project KPI Management​

The "Goals" section allows you to visually track the progress of tasks and numerical indicators within a project. The system automatically calculates goal achievement percentages and sends deadline notifications.

1.1. Creating a Goal​

  1. Go to the "Projects" module and open the "Goals" tab.
  2. Create a new goal by filling in the required fields:
    • Goal Title
    • Description
    • Schedule (Dates)
    • Assignee (Executor)
  3. After saving, a goal card with a progress bar will be displayed in the system.

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1.2. Adding KPIs and Their Types​

Each created goal can contain one or more KPIs of two types:

  • Task-based: KPI progress directly depends on status changes of the linked tasks. If multiple tasks are added to a KPI, the system calculates the progress as their arithmetic mean.
  • Numerical: Used for fixed metrics. During configuration, a target Plan must be specified (the value must be strictly greater than 0), and the current Actual value is updated during execution.

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1.3. Overall Progress Calculation and Notifications​

  • Overall Goal Progress: If a goal includes multiple KPIs, the final progress of the entire goal is calculated as the average value of all its KPIs and displayed as a percentage on the card.
  • Notification System:
    • An automatic notification is sent to project participants 1 day before the deadline.
    • If the goal deadline is missed, the system sends an overdue notification.

2. Working with Project Files ("Project File" Tab)​

Each project in the system is equipped with a centralized document repository, where files can be displayed as a single list or grouped into folders.

2.1. Uploading Documents to a Project​

  1. Navigate to the required project and open the "Documents" tab.
  2. Upload files to the system using one of two convenient methods:
    • Click the "Upload file" button and select the document on your device.
    • Drag and drop the required files directly into the interface upload area using Drag&Drop.

2.2. Requirements for Uploaded Files​

When uploading documents, please consider the technical limitations set by the system:

  • Supported Formats: JPEG, JPG, PNG, DOCX, PDF, XLS, XLSX, CSV.
  • Maximum Size: No more than 50 MB per file.

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