After logging in you will land on the dashboard. From this point you can easily see outstanding items that require your attention or move around to your chosen area.
The four large blocks at the top of the page can be clicked to view the items that they contain:
The first block shows the total number of processes, value streams and managed documents owned by you.
The second block indicates the total number of processes, value streams and managed documents owned by you and also up for review.
The third block indicates your number of outstanding tasks.
The fourth block indicates your number of notifications.
The toggle switches can help filter the processes, value streams and managed documents that appear in the list.
The filter bar allows you to search keywords.
All the items that exist in your company is alphabetically listed on this page. You can change the order the list displays by clicking on the sort icons next to the heading you want to sort by. You can sort titles, tags, owners, groups and status in alphabetical or reverse alphabetical order, and review date and last edited in ascending or descending order.
Pin/Unpin the Left Navigation Menu
The left navigation bar can be pinned to the screen by clicking on the staggered bars at the top of the menu. If the bar is unpinned, it will expand when hovered on, and close when you remove your mouse.
Note
For guidance on the process/value stream map layout, visit this article.