Workflow Dashboard

7

Open Tasks

3

Late Tasks

4

Due Today

0

Due Tomorrow

3

Red Priority

4

Amber Priority

The next deadline is in 3 days - 07/26/2017 - Demo - This is an example of a deadline

My Open Tasks

StatusTaskDescriptionProjectCustomerSubmittedSubmitted ByProgressDue DateActions
Demo - This is an example of a standard taskGeneral07/09/2012 19:000%Due 07/23/2017
Demo - Close this task by clicking on the tickbox icon (on the right)General07/09/2012 19:000%Due 07/23/2017
Demo - Add your own tasks (click on "Add a Task" from the left menu)General07/09/2012 19:000%Due 07/23/2017
Demo - You are currently in demo mode. The tasklist will reset itself in 10 minutesGeneral07/09/2012 19:000%Due 07/23/2017

My Time



My Deadlines

StatusDateDeadlineDescriptionProjectCustomerWorkflowSubmitted ByActions
07/20/201707/20/2017Project - End of Phase 1Phase one of the project should be completed by this dateGeneralNoneDemo User
07/22/201707/22/2017Project Review - Phase 1A project review of phase one should be completed by this dateGeneralNoneDemo User
07/23/201707/23/2017Decision to proceed with next phase of the projectA decision to proceed with phase two, or do rework should be decided by this dateGeneralNoneDemo User
07/24/201707/24/2017Project - Start of Phase 2Phase two of the project should start on this dateGeneralNoneDemo User
07/28/201707/28/2017Technical Review with IT TeamA full technical review with the IT manager and integration team should be completed by this dateGeneralNoneDemo User
07/28/201707/28/2017Business Review with Management Team A complete business review of the business goals and targets should be completed by this dateGeneralNoneDemo User
08/02/201708/02/2017Project Final Completion Target DateThis is the target date for the project's completionGeneralNoneDemo User
08/02/201708/02/2017Budget ReviewA budget review of project costs (planned vs. actual) should be completed by this dateGeneralNoneDemo User

My Tasks

Minimize
  • 2 tasks are currently on-time28%
  • 3 tasks are currently late43%
  • 2 tasks are currently parked28%

My Workflows

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  • 2 of your workflows have been approved33%
  • 3 of your workflows have been declined50%
  • 1 workflow is still awaiting a decision17%

My Priorities

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  • There is 1 green task11%
  • There are 4 amber tasks44%
  • There are 3 red tasks33%

My Tasks

My Workflows

My Priorities

22 requests for approval have been sent to you in the last 3 months
18 decisions have been taken by you in the last 3 months
Your average time to complete a task was: 2 Hour, 35 Minutes
2 of your tasks are late (18%)

Approval Requests

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22 requests for approval have been sent to you in the last 3 months
4 requests are still awaiting a decision (18%)
2 requests are on hold (9%)
16 requests are closed (73%)

Approval Decisions

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18 decisions have been taken by you in the last 3 months
11 "approved" decisions (61%)
5 "declined" decisions (28%)
2 "on-hold" decisions (11%)

Task Duration

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Your average time to complete a task was: 2 Hour, 35 Minutes
Your shortest time to complete a task was: 13 Minutes
Your longest time to complete a task was: 6 Hour, 14 Minutes

Task Due Dates

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2 of your tasks are late (18%)
The average time your tasks are open is: 4 Hours, 12 Minutes
Your average overdue time is: 1 Day, 17 Minutes

Task Status

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4 tasks are green (100%)
0 tasks are amber (0%)
0 tasks are red (0%)

Time Recording

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6 events have been recorded
17% of the time has been recorded for this week (6 Hours, 55 Minutes)
83% of the time still has not been recorded (1 Day, 9 Hours, 5 Minutes)

Warnings

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Employee Analysis

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Project Analysis

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Customer Analysis

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Tasks

Time

Deadlines

My Initiated Workflows

WorkflowSubmittedStatusDetails
InitiatedNew Customer05/31/2012 14:26Initiated
InitiatedNew Supplier05/31/2012 14:43Initiated
InitiatedEmployee Onboarding05/31/2012 16:23Initiated
InitiatedHoliday Request05/31/2012 17:48Initiated
InitiatedApproval Cycle07/17/2014 11:31Initiated
InitiatedPurchase Order08/31/2014 07:52Initiated
InitiatedInvoice08/31/2014 08:02Initiated
InitiatedExpenses09/06/2014 17:25Initiated

Start a Workflow

Time Reports

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Workflow Reports

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Workflow Instances

Running Steps

Workflow Audit Trail

List of Workflow Templates

Form Preview

Fields - Add fields to the form on the left

Option 1
Option 2

Properties - Set the field properties

Create a New Form

Add User Instructions

The Form Editor enables you to create your own electronic form.
The form will be shown to the users when they start the workflow.

How does it work:
1. Click on the field buttons on the right. The system will add them to the form
2. Click on the edit icon of the added field to change their properties (caption, tooltip size, etc..)
3. Change the order of the fields by dragging the fields up and down the form.

Testing the Form
Click on the "Run" button to test the form.
A new generated form will open.