Sage AI and Automation

Improved drill-down capability in Close progress monitor

In the Close progress monitor, you can now drill down to task lists from the task status tiles and the Progress by Task Category graph.

How it works

To view the page, go to Close Workspace > All > Close progress monitor.

On the task status tiles that show the number of tasks with that status, select the number to view a list of the associated tasks.

In the Progress by Task Category chart, select a category name to view a list of the associated tasks.

Permissions and other requirements

Subscription	Sage Copilot Close Automation
Regional availability	All regions
User type	Business
Permissions	Close progress monitor: Run