2
To have more widgets to choose from to add to the dashboard
E
Elena Jun 18, 2018
To be able to add more widgets to the dashboard, particular Group or/and Stage progress monitor showing a summary with the client names, the deadlines, the responsible manager, e.g.:
Group/Stage - Client Name - Action - Deadline
To request info - Client A - Lisa
To review info - Client B, Client D - Lisa
To load the claim - Client C - Claire
To submit the claim - Client E, Client F - Ben
Comments
Hi Elena, not yet in a widget but just to confirm this is something you can do in the new report writer (you'll find this towards the bottom of the workflows menu).