Actions

Display a list of actions based on the selected configuration:

  • Title of the widget.
  • How far in the future should the widget show actions (based on due date).
  • How far back should historical actions be shown.
  • Show actions where you are the originator (created by you), the owner (you are responsible for) or both.
  • Show only actions that are completed, outstanding or both.


Click the action name to edit the action, or mark the action as complete by ticking the box.


To see the source of the action, you will need to hover over the displayed icon(bulb-icon for ideas, calendar-icon for meetings and users-icon for Rs), as per the image above.


Background colours in the date field make it easier to identify actions. 

Blue - not yet due

Green - complete

Red - overdue

Pending & Outstanding Approvals


Display list of Pending and Outstanding Approvals; the only configuration on this widget is the Title.

Cumulative Benefit Report


Display the cumulative benefit report; the full configuration from the actual report is available.

Cumulative Pipeline Report


Display the cumulative pipeline report; the full configuration from the actual report is available.

External Links


Display the content of an external web URL.

Ideas

Display a List of Ideas the user has access to, the following configuration is available:

  • Title of the widget.
  • Show your own ideas, ideas you facilitate, or ideas you are the primary KPI owner off.
  • Only show ideas in a specific stage, or all stages.
  • Only show ideas in a specific status, or all statuses.

Key Performance Indicator 


Display a KPI status indicator, the following configuration is available:

  • Title: Name of the widget.
  • KPI: Select the KPI to be shown in the widget. 
  • The card displays the Performance Period used to generate the displayed values.

The report date used to generate the displayed values is determined as (Report Date = Today - Report Date Default Days)

KPI Chart


DIsplays a KPI chart; the following configuration is available:

  • Title: Name of the widget.
  • KPI: Select the KPI to be shown in the widget.

Meetings


Display a list of meetings; the following configuration is available:

  • Title: Name of the widget.
  • Show meetings for: Display list of meetings for today, next 7 days, next 14 days, or the next month.
  • What meetings to show: Show all meetings, meetings you are the originator or meetings you are a participant off
  • Department: Select which departments meetings to show

RARs


Display a list of current RARs; the only configuration on this widget is the Title.