We’ve had a lot of questions recently about the Dashboard versus the My Tasks page in Accela. Here is some helpful information to help you decide which view/page is best for you.
The Dashboard is the default landing/home page when you first login to Accela each day, it is the upper-most left icon in the blue. When the task cards/list is first displayed at login, it is not accurate – you must first apply a filter to it for the displayed items to be correct. The suggested filter to start with is ‘My Active Tasks’ or ‘My Active Tasks – All Modules’ – either of these specific filters will show you all of your assigned Workflow tasks for your preferred module or for all modules, depending on which you select. All system filters are available in the My Filters dropdown to be applied. Filter results/displayed task cards cannot be further sorted or exported in any way. There are some quick controls available on each task card type (three dots in upper right-hand corner of the card) that can be helpful for resulting inspections or assigning unassigned Workflow tasks.
My Tasks is a page available from Launchpad > All Pages, you can favorite it here to add it to Your Pages. This page contains all the exact same information as the Dashboard, but is organized into the four functional assignment areas in Accela – Workflow, Inspection, Document Review, and Activities. In this way, all of the displayed tasks are not commingled – and the available Filters for each of the four tabs are also specific to that assignment area. The Workflow tab includes only Workflow-related filters, the Inspection tab includes only Inspection-related filters, and so on. Once data is displayed on any given tab, the data/filter results can be further sorted (by Address, Record Type, Assigned To, Assigned Date, Due Date, Task Type, etc) by clicking the column header. The displayed data/filter results can also be exported to Excel and/or printed if needed. We tend to recommend the My Tasks page over the Dashboard, particularly for newer users as it is more organized into the different assignment areas as are the Filters for each area, requiring much less in-depth knowledge of the system and of the filters which can be very helpful. Also the added functionality of being able to sort and export can be much more efficient when processing the filter results for yourself or for your workgroup. You can set My Tasks as your custom landing/home page, if desired – so the Dashboard would no longer be displayed by default at login – to do this see the Setting a Customer Landing/Home Page in Accela article, article in this months January BLOG.
Important Note! Although some user groups might have permissions to do so, never delete any items from the Dashboard or from the My Tasks page – doing so will actually delete these items (tasks/inspections/documents/activities) from the database and from your records. ePermitting has had only mixed success in restoring data that has been deleted in this way, so please be very aware that you aren’t just deleting ‘completed’ items from your task list, you are actually deleting them altogether!
Please be aware that this content is relevant at the time it is published, but as time goes on may become out-of-date. We will do our best to keep the content alive and relevant.
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