Post a easwest execution summary in their respective custom objects.

Post a easwest execution summary in their respective custom objects.

The EastWest Execution Summary project is designed to automate the generation of execution summaries for custom objects. It collects data from various sources, processes it, and generates a comprehensive report that includes progress updates, risk assessments, and user performance summaries.

Features

  • Custom Object Processing: Automatically retrieves and processes custom objects to generate execution summaries.
  • Risk Analysis: Identifies and summarizes risks associated with engineering tasks.
  • User Performance Tracking: Evaluates user performance based on the progress of assigned tasks.
  • Meeting Agenda Generation: Creates a structured meeting agenda based on the execution summary.
  • Timeline Entry Creation: Posts the final summary and meeting agenda to a designated timeline.

Configuration

The system requires the following configuration:
  • name_of_custom_object: Name of the custom object to provide summary.
  • reviewers: List of reviewers to be notified.

How to use

  1. Install the Snap-in: Ensure the Done Condition Clarifier snap-in is installed in your project.
  2. Invoke the Command:
    • Go to the snap-in discussion tab.
    • Type / to bring up the command menu.
    • Select send_execution_summary from the available commands.
  3. Review Results:
    • The snap-in automatically processes the custom objects.
    • It goes through the important attributes and provide a detailed summary.
    • Reviewers are notified automatically.
Note: Once triggered via the slash command, the process runs automatically and requires no further user input.