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Personal Dashboard

The Personal Dashboard is your own work view. It shows the cases assigned to you, your completed tasks, and your workload for the selected period.

Filter

Use the date range control to choose the period.

Cards

The page shows a set of personal summary cards, including:

  • To-Do — your pending work
  • Paused — your paused cases
  • Completed Tasks — tasks you completed in the period
  • Total Worked — total work recorded for you in the period

Table and chart

Section What it shows
My Active Cases (To-Do) Case number, latest status, current user, days with me, last action, and current task
Completed Tasks by Date Your completed tasks over time

How to use it

  1. Pick the period.
  2. Start with My Active Cases (To-Do) and look at Days With Me to find cases that have been waiting too long.
  3. Use Completed Tasks by Date to see your output over time.
  4. Open the case from the table to continue working, or use Inbox for your full queue.

Notes

  • The dashboard is scoped to your user.
  • It is read-only; it does not change case data.
  • Access is controlled by dashboard permissions.