We’re busy at work revamping your Personal Summary page (also known as the Dashboard), it’s a feature almost every user sees when they first log into the system so it’s important that it’s easy to use and clear. We’ve put a lot of thought into this to ensure that it’s clean, but also gives comprehensive summary information if needed.
Here’s the new dashboard layout: (Clean and Clear!)
The New ProWorkflow Personal Summary
The current Dashboard below is a little ugly and limited in what you can do on it. It lists the recent projects & tasks you tracked time on or edited, lets you know what’s due today, and gives you figures for the number of current/overdue projects & tasks. Below is the current Dashboard we’re replacing:
The Current ProWorkflow Personal Summary
With the new summary we had a number of goals but primarily we wanted to make the summary more useful, this means we now display more and we do it more efficiently.
The new personal summary page combines multiple pieces of information from all over the system (as it should), I’ll explain below how each individual section of the page works in both the contracted and expanded view.
My Projects
My Projects - Contracted View
The contracted My Projects view gives you links to create a new project, view all the projects you’re assigned to, run a report showing all active projects, run a report showing all overdue projects as well as letting you know the number of projects you’re assigned to (including how many are overdue).
My Projects - Expanded View
The expanded My Projects view, shows you the value of all your active projects using the invoiced amount on each project, you can also see the value of all projects that were started this month & last month.
If you would prefer to see the value of all projects for a different period other than last month then you can do so using the drop-down list in that box.
My Projects - Last Month Options
In the bottom half of the Expanded view you can see the total number of both active and archived projects, the total (and percentage) of active projects that are overdue & the total (and percentage) of active projects that are over time allocated (have had more time tracked than was allocated to them).
My Tasks
My Tasks - Contracted View
The contracted My Tasks view gives you links to create a new task, view all the tasks you’re assigned to, run a report showing all active tasks, run a report showing all overdue tasks as well as letting you know the number of tasks you’re assigned to (including how many are overdue).
My Tasks - Expanded View
The expanded My Tasks view shows the the number of active and archived tasks, and then the number (and percentage) both overdue and over time for the active tasks.
In the bottom half of the expanded view you can see the number of tasks completed this wek and last, the number of tasks completed this week and last and the number of tasks falling due within the week.
If you would prefer to see the number of upcoming tasks for a different duration then you can select a different period using the drop-down list provided.
My Tasks - Coming Due Options
My Time
My Time - Contracted View
The contracted My Time view gives you a link to Track time, run a report showing you all the time tracked in the system, run a report showing you the performance of all the staff as well as letting you know the amount of time you tracked both this week and this month.
My Time - Expanded View
The Expanded My Time view shows you the amount of time tracked this week, last week, this month and last month, In the “This Week” box you can see the breakdown per each day of the week and in the “This Month” box you can see the breakdown per each week of the month.
You can change the day the week starts using the “Week Starts on:” drop-down list, and also view the time tracked in a different week using the “Select Week Start” link.
If you would like to see the time tracked for a different month or duation then you can do so using the drop-down list provided.
My Time - Last Month Options
Invoices & Quotes
Invoices & Quotes - Contracted View
The contracted Invoices & Quotes view gives you links to create a new invoice or a new quote, run a report showing all projects to be invoiced (marked as complete but not marked as invoiced) as well as letting you know the number of invoices and quotes unpaid/pending approval.
Invoices & Quotes - Expanded View
The Expanded view for Invoices & Quotes shows you the number of active quotes/invoices as well as their dollar amount, it also shows you the value/number of quotes/invoices create this week, last week, this month & last month.
If you want to change the “Last Week” figure to a different week then you can do so using the “Select Week Start” link in that box, you can also change the “Last Month” figure out to another month or duration using the drop-down list provided.
Invoices & Quotes - Last Month Options
Todays Items
Todays Items
Todays items will by default only show you items that are due today (of course!), you can however change this duration using the provided drop-down list, if there happens to be tasks in the list then you can mark them as complete or auto-track time on them as you would normally, and you can also edit both Projects & Tasks with the displayed icons.
Todays Items Drop-Down
Search
Search Box
Search is pretty self-explanatory, it lets you search through the items in the system, you enter in a keyword then select what you are looking for (Projects, Tasks, Contacts, Companies or Notes) and click the Search button.
Recent Items
Recent Items
The Recent items section shows you the recent Projects & Tasks you’ve done something on, whether that’s tracking time, editing them, etc. By default this will only show you the last 5 items, but using the drop-down list you can select to show 5, 10 or 25.
More
More
The More section gives you some quick links to things you might want to change or regularly use, like a quick link to the permissions or your personal profile.
Customization Options
Because we know every user is different, you can vertically re-arrange all the modules that appear on the page, so if you would like Todays Items to display first followed by My Time then you can do so, it’s all as easy as a quick drag of the mouse.
Ajax
We have written the page in such a way that you can do almost everything without having to refresh the page, this includes expanding/contracting sections as well as interacting with them.
We’re still developing the personal summary page (we’re still making tweaks) so some parts of this will change, but we’re excited and we hope you are too.
Tags: AJAX, Dashboard, invoices, Items, Personal, projects, proworkflow, Quotes, Recent, Search, Summary, tasks, time
About The Author:
Julian Stone - CEO - Project Management Software Visionary for:
ProActive Software, ProWorkflow & Julian101
This website uses IntenseDebate comments, but they are not currently loaded because either your browser doesn't support JavaScript, or they didn't load fast enough.