The Jadu Dashboard is a customizable and efficient workspace within the Jadu platform. It provides users and teams with visibility into their assigned work and streamlines task management.
Note: The Dashboard requires the use of a Jadu Connect Case Type (workflow).
Key Dashboard Features:
- Personalized Queue Visibility: Users can see a list of all actions directly assigned to them, allowing for easy prioritization and management of their workload.
- Team Queue Visibility: Teams can see a transparent view of the collective workload by displaying all requests assigned to a team
- Claim Ownership: Team members can take ownership of a request from a team queue. This action is visible to the entire team, ensuring clarity on who is working on what.
- Participant/Actor View: A direct link to open an assigned action step can be provided, enabling users to quickly access and complete their tasks.
- Read-only View: Provides oversight to a list of workflow submissions (cases) without allowing the user to take action. This is particularly useful for roles that need to monitor the status of requests, such as a One Stop Student Services representative checking on a student's request.
- Data Management Features: The dashboard includes standard data management tools to help users organize and find information efficiently:
- Sorting: Organize tasks by any column (e.g., due date, request type)
- Filtering: Search for specific tasks quickly.
- Pagination: Easy navigation through long lists.
- Configurable Display: Columns can be configured to display the most relevant information for specific tasks.
- Process Status Filtering: Dashboards can be configured to show a subset of requests based on their process status, providing focused views of a particular workflow step.
- Multiple Queues and Pages: Display multiple task lists on one page and use tabs or separate pages for different workgroups or workflows.
Actions Accomplished Outside of the Dashboard:
While the dashboard is a central hub for managing daily tasks, broader case management functions are handled through the Jadu Connect case interface and specialized administrative roles:
- Re-assigning Responsibility: The responsibility for a request can be updated to another user directly from within the Jadu Connect case.
- Case Administration: Broader administrative functions, such as viewing the status of all requests over a period of time or tracking time to closure, are handled through a department-level role like Case Viewer or Case Supervisor. These roles provide access to case list filtering and data export tools.
- Workflow History: A workflow process can be configured to track information, such as who took an action and when, which can then be optionally displayed in the dashboard or within the form when the request is acted upon.
Choosing Your Workflow: Dashboard vs. Email Links
Our system provides two methods for acting on requests: the centralized dashboard and direct email links. The right tool depends on your personal request volume, whether you share responsibility for tasks with a team, and your business process preferences. You can choose either one of the methods or a hybrid approach.
Here are some example scenarios to consider when making your decision:
- For a Low Volume of Individual Requests: Use Email Links If you are the only person who acts on your occasional requests, using the link in each email may be the most efficient approach. It provides direct access to the task without requiring you to monitor a dashboard page.
- For a High Volume of Individual Requests: Use the Dashboard If you handle a steady stream of requests yourself, the dashboard may be more effective. It provides a central queue of all outstanding tasks, preventing you from missing items or acting on the same one twice.
- For Teams with Shared Responsibility: Use the Dashboard The dashboard is essential when you are part of a team where multiple people can approve the same request. It acts as a live, shared queue. When one person takes a task, it is updated in the view for all other team members. This is critical to prevent confusion and duplicated work, ensuring everyone knows exactly what still needs to be done.