Dashboard

The Dashboard is the first screen you see after signing in. It shows your work at a glance: transactions about to expire, forms waiting for you, process counters, and quick ways to start a new process. To open it at any time, click Dashboard in the left menu.

A dashboard is made of widgets. You can have several dashboards, each shown as a tab at the top of the screen, and you can share dashboards with other users.

The Basic dashboard

Every user has the Basic dashboard. It includes:

• counters of the processes from the last 24 hours: Sent, Viewed, Waiting, Submitted, Expired and Failed;
• About to expire and Waiting for me;
• Start process from template and Start process from PDF file.

The Basic dashboard can’t be changed. To build your own version, click Clone and edit the copy.

If custom dashboards are not included in your organization’s plan, the Dashboard shows a fixed layout with About to expiry, Waiting for me, Start process from template and Start process from PDF file.

Work with dashboards

To	Do this
Switch dashboard	Click its tab. Drag a tab to change the order of the tabs.
Create a dashboard	Click Add > Create new dashboard. The new dashboard opens in edit mode.
Copy a dashboard	Open it and click Clone. The copy is named “name (Copy)” and is yours to edit.
Edit your dashboard	Open it and click Edit.
Remove a dashboard from your tabs	Open a shared dashboard or the Basic dashboard and click Hide.
Delete your dashboard	In edit mode, click Delete.

There is no confirmation for Delete or Hide.

Each dashboard has its own address, so you can bookmark it or send the link to colleagues who can access it.

Edit a dashboard

In edit mode you can:

• Rename the dashboard in the name box.
• Add widgets: select a widget in Add widget. Widgets are grouped into Counters, Classic and Misc.
• Move widgets: drag a widget by its handle (“Drag to reorder”).
• Remove widgets: click the X on the widget (“Remove widget”).
• Change widget settings: click the gear icon on widgets that have settings.
• Share the dashboard: see Shared dashboards.

Click Save to save your changes, or Cancel to discard them. Widget settings are kept only when you save the dashboard.

Each widget has a fixed width, and the widgets fill the screen row by row. To start a new row, add the Break the page widget.

Available widgets

Widget	What it shows
About to expiry	Transactions that expire soon
Waiting for me	Transactions waiting for you to fill or sign
Start process from template	Start a new transaction from a template
Start process from PDF file	Start an ad-hoc transaction from a PDF file
Process count by state	A counter of processes in a state
Process count I and Process count II	Counters of BPMN processes
Process list	A full list of BPMN processes and their transactions
Break the page	An empty spacer that starts a new row

The widgets available to you depend on your organization’s plan. The widgets always show data of the project selected at the top of the screen.

Who can do what

Action	Who
View dashboards, switch and reorder tabs, hide dashboards	All users
Create and clone dashboards	Implementers, project managers and organization managers
Edit, save and delete a dashboard	The user who created it

Agents can view dashboards and add shared dashboards, but can’t create their own.