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

Dashboard Overview

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.

open a task in the dashboard - title open

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.

Direct start of a report

If the report is already in progress the arrow type will change slightly

alternate arrow type for already started report

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.

Subfilter for assignment and time

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.

Add or remove document from favorite list

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.

Open the order overview
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