Home 1.5

1

Changes to the Home Menu

The Home menu now features the following tabs:

·   Unread conversations (no change)

·   My Work replaces the In Progress tab

·   My Calendar replaces current Agenda tab

·   My History replaces History

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2

Home Menu Search Options

Users are now able to search on items (Activities, Tasks, To-Dos, Approvals) using filters and time parameters for all pages of the Home menu. 

Additionally, the following record details are displayed for search results:

·       Item Name

·       Linked Records

·       Avatars of Owner/ Shared Users

·       Due Date (if applicable)

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3

Consistent Home Menu Search Filters

The Home menu now has consistent filter options across all pages with the addition of two new filters: Approvals and Work with no Due Date.

●  Approvals – Selecting this button shall list all the approvals assigned to the user,

● Work with no Due Date – Selecting this option shall list all the items that do not have an assigned due date.

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4

Visibility of the number of filter conditions that were deselected

The filter icon for any page in the Home menu shall now also list the number of filter conditions that were deselected by the user.

The changes made to the filters shall persist in the next login.

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5

Consistent Formatting Across all Items

Each row / item shown in My Work, My Calendar and My History now has a consistent format.

The information presented will vary depending on the item type (Task, To-Do, etc.) but follows the same general pattern:

Row 1: <Icon> <Item Name> <(Approval Status – if applicable)> <Owner/Shared Avatars> <Due Date>

Row 2: <Linked Record 1 Type> - <Linked Record 1 Detail> | <Linked Record 2 Type> - <Linked Record 2 Detail>

MY WORK

MY CALENDAR

MY HISTORY

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6

Linked Records

Linked records follow similar formatting, but the information varies by record type.

Linked records display the following information:

·   Tasks: <Record Type> - <Record Name> - <Workflow Name>

·   Approvals: <Record Type> - <Record Name> - <Workflow name>

·   To-Dos on a Record: <Record Type> - <Record Name>

·   To-Dos on a Task: <Record Type> - <Record Name> - <Workflow name> - <Task Name>

·   Activities: <Record Type> - <Record Name>

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7

Date Format

For clarity, Due Dates now always include the year. Due dates will follow <Month> <Date>, <Year> conventions.

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8

Enhanced information for Tasks

All tasks now include

●       Task Record Type Icon

●       Task Name

●       Task Approval Status (if the Task has an Approval)

●       Record Type

●       Record Name

●       Workflow Name

●       If set, the Task Due Date

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9

Enhanced information for Approvals

For any Approval Task, the following information shall be shown:

●    Approval Icon (Clipboard)

●    Task Name on which the Approval is needed

●    Record Type

●    Record Name

●    Workflow Name

●    If set, the Task Due Date

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10

Enhanced information for To-Dos

For any To-Do, the following information shall be shown:

●    To-Do Checkbox

●    Name

●    Related Records: Record Type; Record Name; Workflow Name (as applicable)

●    Due Date

●    Assignee (when assignee differs from current user)

●    Other Users with whom the To-Do is shared

11

Enhanced information for Activities

For any Activities, the following information shall be shown:

·     Activity Icon

·     Name

·     Type (Email / Call / Meeting)

·     Related Records: Record Type -Record Name (as applicable)

·     Scheduled Date

1

My Work Tab View

The new My Work tab now displays all the current items that are open, assigned to, or shared with the current user, including

·   Items that meet the Filter/Search constraints the user has specified, and

·   Items without a Due Date or with a Due Date within the chosen Date Range constraint.

·   Overdue items do not appear on this tab.

Users can view all relevant open work items within the selected date range.

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2

Item Sorting

All items are sorted chronologically with ascending Due Dates with overdue items appearing first.  Items without Due Dates appear at the bottom of the list.

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3

Completed Items

Any items that are closed will be removed from the My Work tab and added to the ‘My History’ tab.

As items are completed, they move from My Work to My History.

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1

Calendar Display Options

● Users can view items two ways:

o Calendar View – Displays assigned items in a calendar; and

o List View – Displays assigned items as a list.

● Only incomplete items with Due Dates will be displayed. 

Users toggle between Calendar and List views to see open work items.

As items are completed, they move from My Work to My History.

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Calendar View

2

View items by month

●    Assigned items shall displayed on corresponding date

●    Navigates to future and past months with the forward and backward buttons

●    The items shall have the following information: <Icon> <Item Name>.

●    Clicking on an item shall take the user to the corresponding item.

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3

View Items by Specific Date

● A maximum of 2 tasks shall be shown in the calendar view per day.

● If there are more than 2 items on a specific day, after the second item, the following text shall be displayed: ‘+ <number of items available> more’.

● When the user clicks on the ‘+’ button all the user’s assigned items for that day shall be listed in a pop-up window.

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4

Distinguishing overdue items

Overdue items shall have a red background color.

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List View

5

View Items in a List

●    The list view shall list the items assigned to the user in the same way as they are listed in the My Work tab.

●    However, the list view shall list only those items that have a date assigned and are open.

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