The User Dashboard is where authorised AUTTO users can view a list of published workflows to which they have been given access. Details of the workflows, including the dates and times they were run, are also viewable from the User Dashboard.
Administrators should have set these workflows to be viewable on the User Dashboard. Otherwise, they will not appear on the User Dashboard. For more information, see Creating a Workflow.
Table of Contents
- Setting a Default Stylesheet for the User Dashboard
- User Dashboard Registration
- Accessing the User Dashboard
- Running an Assigned Workflow on the User Dashboard
- Managing Workflow Sessions from the User Dashboard
Setting a Default Stylesheet for the User Dashboard
Before everything else, an Administrator user should set a default stylesheet for the User Dashboard so that users will be able to access a uniform dashboard for the organisation's workflows. This will help ensure a better and more flexible visual experience for your users.
To set a default User Dashboard stylesheet:
On the Admin menu, click Stylesheet Manager.
Mark the Dashboard & Default checkbox to the right of the stylesheet that will be set as the default. In the example below, Basic Style has been set as the default stylesheet.
User Dashboard Registration
Workflow users do not have to wait to be invited to access their organisation's workflows. If they are part of a user group that should have access to a workflow, they can register for an account that will give them access to the User Dashboard, where they will see the workflows that are accessible to them.
NOTE: If a new user is invited to a workflow via email, they need to click the link to the User Dashboard registration page from the email.
To register for a User Dashboard account:
- Using any compatible web browser, navigate to https://exampleURL.autto.io/execute/dashboard, where exampleURL is the subdomain of your AUTTO instance.
- Enter your email address and password, then click Register.
- Open your mailbox and validate your email address by clicking the link on the email from your Administrator. Once your email address is validated, you should have access to your User Dashboard.
Accessing the User Dashboard
The User Dashboard can be accessed from https://exampleURL.autto.io/execute/dashboard, where exampleURL is the subdomain of your AUTTO instance. You can use any compatible web browser to go to your User Dashboard.
You will be redirected to the User Dashboard's Login page, where you will need to enter your credentials before you can access your User Dashboard.
NOTE: You can also access the User Dashboard from a workflow's URL. Click the hamburger menu on the top right, then click My Dashboard to open the User Dashboard.
Running an Assigned Workflow on the User Dashboard
Users can view a list of their tasks and assignments on the User Dashboard. They can then run these workflows directly from the User Dashboard.
This is applicable for workflows where one or more steps are handed off to other users, or where you need to electronically sign a form or document.
For example, if you have a workflow with an Assign User action or a Task Email action, the assigned user will receive an email informing them about the assignment or the task.
To Run a Workflow with an Assigned User Action, Task Email, or E-Sign Action
Workflows with Assigned User or Task Email actions can be started directly from the User Dashboard, instead of the user running them from the email. The same goes for workflows with an E-Sign action, where a user is tasked with signing a form or document. These assignments are displayed on the User Dashboard from newest to oldest.
To run these workflows:
- On the User Dashboard, look for the workflow with the Assigned User action, Task Email, or E-Sign action under the Tasks and Assignments section.
- Click the workflow to view its details, including the date and time of assignment.
- Run the workflow through to completion, which happens when you click Submit. The task then disappears from the User Dashboard. If you pause or stop working on the workflow without completing it and you are allowed to resume working on the workflow, see To Resume Working on a Paused Workflow Session.
Managing Workflow Sessions from the User Dashboard
To Resume a Workflow
On the User Dashboard, the last workflow you worked on, along with the date and time, is displayed at the top. This workflow should have been set up to be viewable from the User Dashboard. Otherwise, it will not be displayed.
If an Administrator has set the workflow to be resumed from the User Dashboard, you will see a Resume button below the workflow. Click the button to start a new session of the workflow.
NOTE: If you are looking to start a paused workflow session, see To Resume Working on a Paused Workflow Session.
To View a List of your Workflows
To the bottom of the last workflow you worked on is a list of the workflows that you can access and their descriptions.
Paused workflow sessions will display the dates and times when they were paused.
Workflow sessions that have been completed are hidden by default. Click the Show/Hide older sessions button to display the details of these sessions.
To hide the details of completed workflow sessions, click the Show/Hide older sessions button again.
If you have been given access to more than 10 workflows, you will need to click the Next button at the bottom to see the rest of your workflows.
To Start a Workflow from the User Dashboard
Administrators can allow a workflow to be started from the User Dashboard. This means that you can also start the workflow directly from the User Dashboard, aside from having access to it by entering the workflow URL on your web browser.
To start a workflow directly from the User Dashboard, click the Start button to its right.
NOTE: If you do not see a Start button, that means that the workflow is not allowed to be started from the User Dashboard.
To Resume Working on a Paused Workflow Session
Paused sessions of workflows allowed to be displayed on the User Dashboard will have a Resume button to the right. Click the button to resume working on the paused session. This will take you to the next step in the paused workflow.