Activity Management Dashboard

Activities are scattered across many records, so managers cannot see who owes what. This module adds an Activity Dashboard with counters and tables and an Activity Management menu with tags. It plugs into the discussion (mail) activities used by every app. Managers and team leads use it to follow deadlines and workload. Activities can be tagged and marked as done from the list. The benefit is one place to track all activities in the organisation.

1. 1

   Open the Activity Dashboard

   From the Activity Dashboard menu the user opens the dashboard page, which loads counters and tables through a client action. The page uses the standard layout with control panel. No setup is required.

   • Menu: Activity Dashboard
   • Client action page
2. 2

   Read the counters

   Cards show All Activities, Planned Activities, Completed Activities, Today's Activities and Overdue Activities, plus a chart by Activity Types. A gauge style is used for quick reading. Each number is computed from the mail activities visible to the user.

   • Cards: All, Planned, Completed, Today, Overdue
   • Chart: Activity Types
3. 3

   Browse the activity tables

   Tables list Planned and Today's activities with name, activity type, assigned user, deadline date, a View link and the origin document. Clicking a row opens the activity or its record. Managers use them as daily worklists.

   • Columns: Name, Activity Type, Assigned to, Dead Line Date, View, Origin
   • Click opens the record
4. 4

   Tag activities

   The Configuration menu holds Activity Tag records, each with a name and colour, and Activity Type entries. On the activity form a Tags field lets the user attach tags such as a service category. The tags help group and search activities.

   • Menu: Configuration > Activity Tag, Activity Type
   • Field: Tags on the activity
5. 5

   Manage activities and mark done

   The Activity Management menu lists activities, and the activity form offers Log an Activity with type, summary, deadline, assignee, priority and note. A Mark as Done button completes it and the state becomes done. The dashboard counters update accordingly.

   • Menu: Activity Management > Activity
   • Button: Mark as Done
   • Fields: Activity Type, Summary, Deadline, Priority

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