{"id":21903,"date":"2022-04-11T13:50:34","date_gmt":"2022-04-11T11:50:34","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-mobile\/user-guide\/dashboard\/"},"modified":"2022-04-11T13:50:34","modified_gmt":"2022-04-11T11:50:34","slug":"dashboard","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-mobile\/user-guide\/dashboard\/","title":{"rendered":"Dashboard"},"content":{"rendered":"<div id=\"main-content\" class=\"wiki-content group\">\n<style type=\"text\/css\"><![CDATA[\/*<![CDATA[*\/ div.rbtoc1649685035288 {padding: 0px;} div.rbtoc1649685035288 ul {list-style: disc;margin-left: 0px;} div.rbtoc1649685035288 li {margin-left: 0px;padding-left: 0px;} \/*]]]]><![CDATA[>*\/]]><\/style>\n<div class=\"toc-macro rbtoc1649685035288\">\n<ul class=\"toc-indentation\">\n<li><a href=\"#Tableaudebord-Acc%C3%A8sautableaudebord\">Dashboard Access<\/a>\n<ul class=\"toc-indentation\">\n<li><a href=\"#Tableaudebord-T%C3%A2ches%C3%A0traiter\">Tasks to be addressed&nbsp;<\/a><\/li>\n<li><a href=\"#Tableaudebord-Documents%C3%A0classer\">Documents to be filed<\/a><\/li>\n<li><a href=\"#Tableaudebord-Notifications%C3%A0consulter\">Notifications to consult<\/a><\/li>\n<li><a href=\"#Tableaudebord-Documentsr%C3%A9cents\">Recent documents&nbsp;<\/a><\/li>\n<li><a href=\"#Tableaudebord-Recherchesr%C3%A9centes\">Recent Research<\/a><\/li>\n<li><a href=\"#Tableaudebord-Acc%C3%A8srapide\">Quick Access<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>\n<h1 id=\"Tableaudebord-Acc\u00e8sautableaudebord\">Dashboard Access<\/h1>\n<p>To access your dashboard&nbsp;:<\/p>\n<ul>\n<li>Press the Menu <img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579235.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579235.png\">&nbsp;button on the home screen.<\/li>\n<li>Click<strong>Dashboard<\/strong>&nbsp;<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579236.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579236.png\"><\/p>\n<p>In the next window, you will find the different sections of the dashboard<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579237.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/275579237.png\"><\/p>\n<h2 id=\"Tableaudebord-T\u00e2ches\u00e0traiter\">Tasks to be addressed&nbsp;<\/h2>\n<p>The following interface shows the list of tasks assigned to you&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image confluence-thumbnail confluence-external-resource\" width=\"200\" src=\"http:\/\/docs.openbee.com\/download\/attachments\/275382620\/image2020-12-28%2016%3A21%3A21.png?version=1&amp;modificationDate=1609168883000&amp;api=v2\" data-image-src=\"http:\/\/docs.openbee.com\/download\/attachments\/275382620\/image2020-12-28%2016%3A21%3A21.png?version=1&amp;modificationDate=1609168883000&amp;api=v2\"><\/p>\n<p>You can reorganize your list using different tools:<\/p>\n<p><u>Search on the name of a task:<\/u><\/p>\n<p>Click the search icon to initiate an instant search on the name of a task in the list:<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image confluence-external-resource\" src=\"http:\/\/docs.openbee.com\/download\/attachments\/275382620\/image2020-12-28%2016%3A24%3A17.png?version=1&amp;modificationDate=1609169060000&amp;api=v2\" data-image-src=\"http:\/\/docs.openbee.com\/download\/attachments\/275382620\/image2020-12-28%2016%3A24%3A17.png?version=1&amp;modificationDate=1609169060000&amp;api=v2\"><\/p>\n<p><u>Filter tasks:<\/u><\/p>\n<p>You can filter your tasks by customizing the filters:<\/p>\n<p>To do this&nbsp;:<\/p>\n<p>Click the filter button&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image confluence-external-resource\" src=\"http:\/\/docs.openbee.com\/download\/attachments\/275382620\/image2020-12-28%2016%3A26%3A50.png?version=1&amp;modificationDate=1609169212000&amp;api=v2\" data-image-src=\"http:\/\/docs.openbee.com\/download\/attachments\/275382620\/image2020-12-28%2016%3A26%3A50.png?version=1&amp;modificationDate=1609169212000&amp;api=v2\">&nbsp;which is located at the top right of the interface.<\/p>\n<p>Click on the &#8221;&nbsp;<strong>customize filters<\/strong>&nbsp;\u00bb&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image confluence-external-resource\" src=\"http:\/\/docs.openbee.com\/download\/attachments\/275382620\/image2020-12-28%2016%3A27%3A6.png?version=1&amp;modificationDate=1609169229000&amp;api=v2\" data-image-src=\"http:\/\/docs.openbee.com\/download\/attachments\/275382620\/image2020-12-28%2016%3A27%3A6.png?version=1&amp;modificationDate=1609169229000&amp;api=v2\"><\/p>\n<p>An interface is displayed with the different filters&nbsp;:<\/p>\n<p>You can filter your tasks by applying the following filters:<\/p>\n<ul>\n<li>Statutes<\/li>\n<li>Task Type<\/li>\n<li>Initiator<\/li>\n<li>Actor<\/li>\n<li>Due date<\/li>\n<li>Date of entry<\/li>\n<li>Date of completion<\/li>\n<\/ul>\n<p><u>Sort tasks<\/u><\/p>\n<p>Different sorting options are available. You can sort by the name of the task, the action, and the due date.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image confluence-external-resource\" src=\"http:\/\/docs.openbee.com\/download\/attachments\/275382620\/image2020-12-28%2016%3A30%3A11.png?version=1&amp;modificationDate=1609169413000&amp;api=v2\" data-image-src=\"http:\/\/docs.openbee.com\/download\/attachments\/275382620\/image2020-12-28%2016%3A30%3A11.png?version=1&amp;modificationDate=1609169413000&amp;api=v2\"><\/p>\n<h2 id=\"Tableaudebord-Documents\u00e0classer\">Documents to be filed<\/h2>\n<p>Contains the number of documents filed<\/p>\n<h2 id=\"Tableaudebord-Notifications\u00e0consulter\">Notifications to consult<\/h2>\n<p><strong>&nbsp;<\/strong>Contains the number of notifications triggered when actions are performed on folders, documents, and Added Comments<\/p>\n<p>This interface also allows you to access the&nbsp;:<\/p>\n<h2 id=\"Tableaudebord-Documentsr\u00e9cents\">Recent documents&nbsp;<\/h2>\n<p>By clicking on this option, you will have a list of the most recently viewed documents already set up beforehand at the customization step.<\/p>\n<h2 id=\"Tableaudebord-Recherchesr\u00e9centes\">Recent Research<\/h2>\n<p>Clicking on this option will display a list that contains the most recent searches performed.<\/p>\n<h2 id=\"Tableaudebord-Acc\u00e8srapide\">Quick Access<\/h2>\n<p><strong>&nbsp;<\/strong>In this section, you&#8217;ll find the buttons you&#8217;ve already customized in the Dashboard Customization step (<strong>to view tasks\/to search for content<\/strong>)<\/p>\n<p><strong>Validated&nbsp; tasks:&nbsp;<\/strong> by clicking on this button you will find the list of all the documents you have validated.<\/p>\n<p><strong>Supplier invoices&nbsp;:<\/strong>&nbsp; by clicking on this button you will find the search list<\/p>\n<p><strong><br \/>\n<\/strong><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Dashboard Access Tasks to be addressed&nbsp; Documents to be filed Notifications to consult Recent documents&nbsp; Recent Research Quick Access Dashboard Access To access your dashboard&nbsp;: Press the Menu &nbsp;button on the home screen. ClickDashboard&nbsp; In the next window, you will find the different sections of the dashboard Tasks to be addressed&nbsp; The following interface shows [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":21880,"menu_order":5,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-21903","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21903","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=21903"}],"version-history":[{"count":0,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21903\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21880"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=21903"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}