Assign
Automate
Analyze
Hi Demo User
Add a Task
Add a Time Event
Add a Deadline
Start a Workflow
Administration
Workflow Instances
Workflow Templates
Projects / Customers
Checklists
Policies
Delegation
Reports
Users
Orgchart
Permissions
Audit Trail
Login / Register
Start Here
Add a Form Step
Add a Task Step
Add a Checklist Step
Add a Timer Step
Add a Notification Step
Workflow Instances
Workflow Templates
Start a Workflow
Add a Task
Add a Time Event
Add a Deadline
Workflow Dashboard
Open Tasks
Parked Tasks
Late Tasks
Closed Tasks
----------
Today
Tomorrow
Future
----------
Repeated
Assigned
----------
Red Priority Tasks
Amber Priority Tasks
Green Priority Tasks
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 - 01/21/2021 - Demo - This is an example of a deadline
My Open Tasks
Tasks
Time
Deadlines
Status
Task
Description
Project
Customer
Submitted
Submitted By
Progress
Due Date
Actions
Demo - This is an example of a standard task
General
07/09/2012 19:00
0%
Due 01/18/2021
Demo - Close this task by clicking on the tickbox icon (on the right)
General
07/09/2012 19:00
0%
Due 01/18/2021
Demo - Add your own tasks (click on "Add a Task" from the left menu)
General
07/09/2012 19:00
0%
Due 01/18/2021
Demo - You are currently in demo mode. The tasklist will reset itself in 10 minutes
General
07/09/2012 19:00
0%
Due 01/18/2021
My Time
Tasks
Time
Deadlines
My Deadlines
Tasks
Time
Deadlines
Status
Date
Deadline
Description
Project
Customer
Workflow
Submitted By
Actions
01/15/2021
Project - End of Phase 1
Phase one of the project should be completed by this date
General
None
Demo User
01/17/2021
Project Review - Phase 1
A project review of phase one should be completed by this date
General
None
Demo User
01/18/2021
Decision to proceed with next phase of the project
A decision to proceed with phase two, or do rework should be decided by this date
General
None
Demo User
01/19/2021
Project - Start of Phase 2
Phase two of the project should start on this date
General
None
Demo User
01/23/2021
Technical Review with IT Team
A full technical review with the IT manager and integration team should be completed by this date
General
None
Demo User
01/23/2021
Business Review with Management Team
A complete business review of the business goals and targets should be completed by this date
General
None
Demo User
01/28/2021
Project Final Completion Target Date
This is the target date for the project's completion
General
None
Demo User
01/28/2021
Budget Review
A budget review of project costs (planned vs. actual) should be completed by this date
General
None
Demo User
Close
Close
Edit
Assign
Connect
Duplicate
Delete
Edit
Assign
Connect
Duplicate
Delete
Edit Form
Edit
Connect
Delete
Split
Delete
Connect
Delete
Add Form
Add Task
Add Checklist
Notification
Add Timer
Refresh
Properties
My Tasks
Minimize
2 tasks are currently on-time
28%
3 tasks are currently late
43%
2 tasks are currently parked
28%
My Workflows
Minimize
2 of your workflows have been approved
33%
3 of your workflows have been declined
50%
1 workflow is still awaiting a decision
17%
My Priorities
Minimize
There is 1 green task
11%
There are 4 amber tasks
44%
There are 3 red tasks
33%
My Tasks
My Workflows
My Priorities
Last 12 months
Last 6 months
Last 3 months
Last 30 days
Last 7 days
Print
Excel
PDF
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
Show Details
Minimize
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
Show Details
Minimize
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
Minimize
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
Minimize
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
Minimize
4
tasks are green (100%)
0
tasks are amber (0%)
0
tasks are red (0%)
Time Recording
Show Details
Minimize
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)
Details
Hide Details
Minimize
Employees
Projects
Customers
Bottlenecks
Data
Dashboard
Warnings
Minimize
Period:
Last 12 months
Last 6 months
Last 3 months
Last 30 days
Last 7 days
Report:
Approval Status
Decisions
Milestones & Deadlines
Task Priority
Workflows Started
Project:
All Projects
General
Demo User - Company Project A
Demo User - Company Project B
Demo User - Company Project C
Sort by
Sort by
Sort by
Print
Excel
PDF
Employee:
All Employees
Fred A
George B
Jack D
Jill C
John A
Kate E
Lee B
Peter B
Sue C
Tom A
Role:
All Roles
Accountant
CEO
CFO
HR Manager
IT Manager
Sales Manager
VP Sales
Department:
All Departments
Finance
Management
Sales
Employee Analysis
Back to Employees
Minimize
Project Analysis
Back to Projects
Minimize
Customer Analysis
Back to Customers
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Minimize
Tasks
Time
Deadlines
My Initiated Workflows
Workflow Templates
Start a Workflow
Workflow
Submitted
Status
Details
New Customer
05/31/2012 14:26
Initiated
New Supplier
05/31/2012 14:43
Initiated
Employee Onboarding
05/31/2012 16:23
Initiated
Holiday Request
05/31/2012 17:48
Initiated
Approval Cycle
07/17/2014 11:31
Initiated
Purchase Order
08/31/2014 07:52
Initiated
Invoice
08/31/2014 08:02
Initiated
Expenses
09/06/2014 17:25
Initiated
Start a Workflow
Workflow Templates
Workflow Instances
Time Reports
Minimize
Workflow Reports
Minimize
Workflow Instances
Details
Print
Excel
PDF
Workflow Templates
Start a Workflow
Running Steps
Back to Steps
Workflow Audit Trail
List of Workflow Templates
New Workflow
Workflow Instances
Start a Workflow
Form Preview
Fields - Add fields to the form on the left
Add a Textbox
Add a Checkbox
Add a Date
Add a Dropdown
Option 1
Option 2
Add a Choice
Option 1
Option 2
Add a Multiline
Add an Email
Add a Phone
Add a Label
Paragraph Header
Properties - Set the field properties
Show Fields
Name
Label
Field Default
Options
Default
Not Checked
Checked
Date Format
mm/dd/yyyy
dd/mm/yyyy
Tooltip
Style
Regular
Bold
Field Width
10%
25%
33%
50%
75%
100%
Validation
Email Validation
Custom Validation
Default
Empty
Today
Create a New Form
Create New Form
Add User Instructions
Close
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.
Details