The Items Requiring Attention widget highlights records, tasks and submissions that need action from you. Use it as the "do something" panel of your dashboard.
What this widget is for
Some dashboard numbers are for reporting; this one is for acting. It gathers the things that are waiting on a person - overdue objects, rejected form submissions and escalated tasks - into one list so nothing sits unnoticed. Put it in the top row of your dashboard and start every day by clearing it.
What the widget shows
The widget displays a list of the items that need attention, up to the limit you set. Which kinds of items appear depends on the options you enable.
Quick Steps
Select the Edit Layout button on the dashboard.
Select the Add widget button. The Add Dashboard Widget window opens.
On the Details tab, enter a widget header and select Items Requiring Attention from the Type dropdown.
On the Configuration tab, set the options listed below.
Select the green Save button. The widget displays on the dashboard.
Select the Done button to exit editing mode.
Configuration options
Company Scope: choose whether the widget uses data from the currently selected company or from all companies (Selected Company / All Companies).
Show Overdue Objects: include processes, value streams and managed documents that are past their review date.
Show Rejected Submissions: include form submissions that have been rejected and may need rework.
Show Escalated Tasks: include tasks that have been escalated to you.
Limit: the maximum number of items listed.
Every widget also has common display options for the header, title, subtitle, help text and title styling. See Managing Dashboard Widgets for details.
Example
An example of the Items Requiring Attention widget on a dashboard.
Further Information