The Action Center centralizes all your related items, providing a comprehensive task view across groups and allowing you to save custom reports for better management.
General
Click on the "Action Center" button in the system menu on the main screen.
Upon entering the Action Center, three default reports will appear, each with different filters:
Agenda: Contains all your items, grouped by the due dates of each item.
To sign: This report will contain items sent to you for reading and signing.
To do: This report will contain all your items, grouped by your workgroups.
Quick Action Buttons and Filters
Group By: Quickly organize items by categories like groups, due date, datatype, rating, status color, or item members, displaying them in separate tables.
Collapse & Expand: Adjust the view by collapsing or expanding grouped items for better navigation.
3. Global filters apply to all tables in the Action Center, with additional filters available within each table. Changes are applied automatically when selecting options.
Item Members: View tasks and items assigned to other users.
Groups: Filter items by specific groups.
Datatype: Select and filter by specific forms.
Status Color: Display items based on their status colors.
Due Date: Show items within a specific date range.
Linked Items: Filter items connected to other items, like tasks related to a project.
4. Report Save Buttons
First, save changes to your current report.
Create a new report based on the existing report.
The gear icon allows you to edit and share the current report, including its title and description.
Note: the default saved reports (Agenda, To Do, and To Sign) are not editables nor deletables, you can create new ones and play with them!
Customized Report Saving:
Customized Report Saving allows you to focus on specific items by using filters and grouping buttons. To create a customized report:
Filter by Group to view tasks related to a specific project.
Select the User to filter tasks assigned to a specific employee.
Define Status Colors to display relevant task statuses.
Customize the displayed table by choosing which columns appear and their order.
Save the Report using the save button.
Editing and Sharing an Existing Report
You can edit filters, change column order and width, and share an existing report. After making changes, click save changes. You can also edit the name and description via the report settings. System admins can share reports, allowing all organization members to view them.
In the settings, you can delete a report from your report list. Deleting a customized report only removes the display settings in the Action Center; the items themselves are not deleted.