The goal of the dashboard is to show our users the most important "action items" at a glance.
Users can freely configure the items to be displayed. The configuration remains stored on the device for the respective user.
The dashboard consists of four sub-boards for
assigned orders
started reports
assigned tasks
favorite documents
By clicking on the three-dot-icon (marked with a circle) you can customize the filter.
Saved (and optional locked) filters, which are stored to the user's profile, are also applied to the dashboard
How to use the dashboard
The various items in the dashboard can be opened in two ways.
Open the object
By hitting the title the entry will be opened. In our example we are clicking on a task to open it.
The same is true for reports, orders and as well for documents (which will become reports, if report auto-creation is activated)
Quick start into the report
By hitting the small arrow button on the right side, we provide quick access. This takes you immediately to the first step of a report.
If the report is already in progress the arrow type will change slightly
Filtering in the sub-boards
Every sub-board has its own filter menu, where you can filter for
Assignment
Time
By clicking the vertical three-dot-button you get to this menu.
Assignment selection
assigned to me
assigned to all
Date selection
overdue
due today
due next 7 days
starts today
Document favorites
Users can favorite documents and display them on the dashboard as well. The favorite documents are stored in the database and are available on all devices after login.
Documents can be added or deleted in the preview view by hitting the my favorite button.
Open sections via the header
Of course, you can also access the overviews for each section.
By clicking on the header you will get to the selected section, in our example the orders.
