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Dashboards

  • How to create a template dashboard.
  • How to add another dashboard.
  • How to add/remove a widget to/from your dashboard.
  • How to change the filter level of a dashboard widget.
  • How to copy a dashboard to another user.
  • Widget - Progress monitor
  • Widget - At A Glance
  • Widget - Upcoming/outstanding deadlines
  • Widget - Upcoming targets
  • Widget - Deadlines and targets calendar
  • Widget - Client Year Ends
  • Widget - Team summary - [Team name]
  • Widget - My tasks
  • Widget - Tasks for others
  • Widget - Jobs held
  • Widget - Jobs completed (Last 7 days)
  • Widget - Systems summary
  • I have too many jobs in my jobs held list

Categories

  • Basic concepts
  • Job frequencies
  • Stages and steps
  • Job positions and the job holder
  • Deadlines and target dates
  • Job fields
  • Workflow actions
  • Multiple routes
  • Multiple sub-systems
  • Common scenarios
  • Example flows
  • Dashboards
  • Reporting
  • Bulk operations
  • FAQ - Workflow management
  • Workflow Management - Other
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