Therefore Ideas

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Personal Dashboard

A personal dashboard can help the user focus to current areas of interest. This dashboard could contain various panels, that should be configurable to contain various kinds of information.

This could be:

  • Relevant or assigned Workflows or Tasks
  • Recent documents/cases or workflows created by, worked on or viewed by the current user
  • Pinned documents or workflows (like favorites)
  • An area where he can save documents without index data to index them later, and other users can also send documents here.

Furthermore this cockpit should be configurable for specific job roles, similar to Microsoft Dynamics' Role Center. The personal cockpit should be configured globally, so accessing it using different clients is always giving the same experience.

  • Roland Müller
  • Mar 15 2018
  • Shipped
  • Attach files
  • Admin
    Product Innovation commented
    20 Aug, 2020 01:40pm

    A personal dashboard is shipped with the new Dynamic Web View in Therefore 2020.

  • Benn Probett commented
    6 Aug, 2020 09:31am

    Was this resolved in the recent Therefore 2020 release?

  • Martin van Golden commented
    18 Jul, 2019 08:56am

    It would be great if the personal dashboard/ page is build up with 'Tiles' where a user can set his/ her own tiles as well. For instance: click on a tile and see all your open workflow tasks in a certain workflow. Or with one click on a configured tile luanched a predefines category search. Or a configured tile launches a predefined report. 

    This all to make the Therefore Client/ Web Client more user friendly (less mouseclicks!)