To Do Dashboard
This portal provides a high level summary of open and being worked on To Do entries by various criteria. It is intended to be used by both supervisors and non-supervisor To Do users. An implementation may introduce additional zones to this portal as needed.
Note:Results are restricted by role. For supervisors, the charts consider To Do entries that are in a role of which the supervisor is a member. For non supervisors, the charts consider open To Do entries that are in a role of which the user is a member or entries currently assigned to the user. Refer to To Do Entries Reference A Role for more information about roles.
Use Menu > To Do > To Do Dashboard to navigate to the portal.
The following zones may appear as part of the portal's Main tab page
• To Do Entries By Role. This zone summarizes To Do entries by their currently assigned role.
• To Do Entries By Status. This zone summarizes To Do entries by their current status.
• To Do Entries By Priority. This zone summarizes To Do entries by their priority.
• To Do Entries By Age. This zone summarizes To Do entries by age based on age ranges defined for the current user.
• To Do Entries By Type. This zone summarizes To Do entries by their to do type.
Selecting a specific slice of data on any of these zones broadcasts its value to the other zones on the portal allowing them to filter their data accordingly. Use the Reset action on each zone to reset the filter set by this zone.