Dashboard (Home Page) And Master Data

Modified on Sat, 21 Jan 2023 at 01:59 AM

Once user made successfully logged in then below menu will be appear it's called Home Page or Dashboard
In the Dashboard user can see overview of Task (Current Job), Pending Inward with client detail, Task Status Graph, Shortcut link for jump to another page, calendar and Task Updates.
For update profile, change password and logout from portal just click on Administrator option & Choose option.
For need any help click on help desk there will 3 option are there :
1. Live Help
2. Download User Manual
3. and Support Ticket
In Dashboard user can also see task due date and deadline notification message from system.
In Dashboard user can also see task approval and pending for approval notification from system.
In Dashboard user can also see email notification from system.
In Dashboard user can also see pending leave approval notification.
Click on “Current Job” text you will redirect to Current Job Page. Here you can see the all tasks (All Subtasks of all orders) which are given to particular User & Even Other user’s tasks, which rights particular users have.

CURRENT JOBS:

At middle of the dashboard, you can see all current jobs with primary detail.
User can search job list from current job using following options :
Group Name à Select Group from it.
TaskàSelect your task that you want find your job.
StatusàSelect status of task (like Pending, In Process, Completed etc.)
Client NameàSelect Client Name.
YearàSelect Year for find year wise task.
EmployeeàSearch Employee wise job list.
Here you can see the all tasks (All Subtasks of all orders) which are given to particular User & Even Other user’s tasks, which rights particular users have.
Using Different filters, you can narrow your search or you can find list that you want. Like if you want to get data of particular client then select that client from client filter. & now from this result you want only data of particular task then again select particular task from task filter, so you will get result of particular client’s particular task related data.
You can Export grid data to Excel by click on Excel Symbol at upper right side of grid box. (You will find this symbol in all reporting pages in application.)

From here user can see pending inward list.
Here you can show pending inward list & you can narrow your search by using filters.
User can also able to edit inward information and file from here

Calendar Control

Add Appointment :

Add To Do Things :

From here, we can assign to do things to our employee and we can schedule reminder for our self.

Event :

Appointment List:

Here you can edit/view any Appointment detail.
You can narrow your search by using filters.
You can export data to Excel Sheet by click on Excel button located at Upper right corner of grid box

To Do Thing List:

Here you can edit/view any To Do Things detail.
You can narrow your search by using filters.
You can export data to Excel Sheet by click on Excel button located at Upper right corner of grid box.

Event List:

Here you can edit/view any Event detail.
You can narrow your search by using filters.
You can export data to Excel Sheet by click on Excel button located at Upper right corner of grid box.