ProcessPro

Displays the number of users with outstanding tasks or notifications, optionally limited to overdue items. See how workload is spread across your team.

Dashboard Widgets: User Counter

Lists tasks approaching their due date, with options to include overdue tasks. Stay ahead of deadlines and plan the week's task work from your dashboard.

Dashboard Widgets: Tasks Due Soon

Charts your risk register by risk type. Use this Risk Manager dashboard widget to see the balance of strategic, operational, project and other risk types.

Dashboard Widgets: Risk Type Distribution

Charts your risk register by residual or inherent rating. Use this Risk Manager dashboard widget to see how many high, medium and low risks you carry at a glance.

Dashboard Widgets: Risk Rating Distribution

Charts your risk register by category so you can see where risk concentrates. Use this Risk Manager dashboard widget to spot clusters and prioritise risk treatment by theme.

Dashboard Widgets: Risk Category Distribution

Displays timeline and progress information for goals or tasks. See what has been achieved over time and what is coming up in your Strategic Plans.

Dashboard Widgets: Progress Timeline

Shows the progress of every plan created from a plan template - status, progress, tracking status and percent complete. Compare execution across teams and business units.

Dashboard Widgets: Plan Progress List

Lists goals from your Strategic Plans with their tracking statuses. Monitor goal tracking, review progress and see what needs attention without opening each plan.

Dashboard Widgets: Plan Goal List

Displays the number of tasks attached to processes, plans, risks and other objects. See live task activity across your content and compare workload between areas.

Dashboard Widgets: Object Task Counter

Lists the objects you recently viewed or marked as favourites so you can pick up where you left off. Filter by object type and status, show access dates, and jump…

Dashboard Widgets: Object List

Displays a count of the records that match your criteria - processes, documents, value streams, risks, controls and plans, filtered by status, ownership and tags. Click the count to open…

Dashboard Widgets: Object Counter

Displays custom text on your dashboard - announcements, instructions, reminders and welcome messages. The simplest way to share information with everyone who views a dashboard.

Dashboard Widgets: Note

Adds one or more links to your dashboard for quick access to websites, documents and applications. Links can open in the same tab, a new tab or a popup, or…

Dashboard Widgets: Link

Highlights the records, tasks and form submissions that need action from you - overdue objects, rejected submissions and escalated tasks. Use it as the action panel at the top of…

Dashboard Widgets: Items Requiring Attention

Displays a picture on your dashboard - a logo, floor plan, process diagram or photo. The image can link to a URL so it doubles as a visual shortcut. Upload…

Dashboard Widgets: Image

Charts goal progress from your Strategic Plans, grouped by focus area, status or owner. See which goals are on track, at risk or complete without opening each plan.

Dashboard Widgets: Goal Progress Chart

A donut or bar chart of processes, value streams and managed documents grouped by status - published, draft, overdue and more. Track the health and distribution of your content library…

Dashboard Widgets: Generic Chart

Charts controls by the number of risks they are linked to. Use this Risk Manager dashboard widget to see which controls cover the most risk and where single points of…

Dashboard Widgets: Controls Linked to Risks

Charts your controls by effectiveness rating so you can see how well risks are controlled. Use this Risk Manager dashboard widget to spot ineffective or partially effective controls that need…

Dashboard Widgets: Control Effectiveness Distribution

An explanation of the features of the dashboard landing page.

Dashboard Options

Quickly find, and action, all your active and overdue tasks.

Manage Outstanding Tasks

A chosen sorting order will be remembered in tables

Sorting of Tables

Every ProcessPro dashboard widget type explained: counters, charts, lists, links, notes, images and more. See what each widget shows, what it requires, and follow links to set-up help for all…

Configurable Dashboards Widget Types

How to add, edit, remove a dashboard widget. This article also explains the layout of widgets.

Managing Dashboard Widgets

All users can create their own dashboards to contain personalised widgets to display what is most important to them in ProcessPro

Create a New Dashboard that can be Personalised and Shared

The Dashboard Manager lists all the dashboards that a user has access to, including the company's default dashboard. Dashboards can be shared, edited, deleted from here.

Dashboard Manager

Hylet Pistorius

James Ross

Dashboard

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