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Dashboard How To's

How to's for the Dashboard guide.

Understanding task cards on the Dashboard​

Steps:

  1. Review each card: Pending Approvals, Started Tasks, Ongoing Tasks, Notifications.
  2. Click a card to view its related processes.
  3. Use the process list and detail panel to proceed with tasks.

Viewing all announcements​

Steps:

  1. Go to the Announcements panel.
  2. Click the "Show All" button at the bottom.
  3. The full list of announcements will be displayed in a separate page or popup.

Pinning an application in Recently Used Applications​

Steps:

  1. Hover over the application card in the Recently Used Applications panel.
  2. Click the pin icon that appears.
  3. The application will be pinned and moved to the far-left section.

Viewing a recently used document​

Steps:

  1. Go to the Recently Used Documents panel.
  2. Click on the document you want to open.
  3. The document viewer will open in a new screen or panel.

Opening a form from Process Detail panel​

Steps:

  1. Click on a process from the Processes panel.
  2. In the Process Detail panel, click on a specific task.
  3. The related form opens in a new panel view.

Accessing Pending Approvals​

Steps:

  1. Click the "Pending Approvals" card in the task info section.
  2. The relevant workflows will be displayed in the Processes panel.
  3. Click a workflow to view its pending tasks.