The Way We Do Dashboard creates a personalized experience and simplified workflow for each user.


Way We Do Dashboard

3 Reasons to Love the Way We Do Dashboard


The dashboard provides an individual, personalized experience for each user so they always know what is relevant to them.

Easy Searching

Search is prominent on the Dashboard, which enables users to easily search and find policies, procedures and checklists.

Visible Workflow

The dashboard lists the tasks and responsibilities that the user is responsible for so it is easy to find and complete assigned tasks on time.

Everything You Need In One Place

The Way We Do Dashboard is personalized for each User, and beautifully displays the information you need to know when you need to know it.

Checklist Steps

The Checklist Steps tab shows activated checklist instances currently being run that the user is involved in. The progress bar shows how far through the process they are.

Tasks Due Now

The Tasks Due Now tab lists tasks that are due today. Items turn red when they become overdue throughout the course of the day.

Acceptance Needed

Some policies and procedures contain valuable information that is required reading for team members. The Acceptance Needed tab contains a clickable list of these policies and procedures so users can easily navigate to the correct page, read it, and sign their acceptance.

Way We Do's Dashboard
  • Supervisor Sign Off


    Managers and supervisors that are required to sign off on Activated Checklist instances have a Sign-Off tab so they can easily view the instance that requires approval and confirm the work has been completed accurately.

  • Activities

    The Activities box shows the total number of procedures and checklists the user is involved with. If the user is an editor, it will display the number of procedures and checklists they are editing, and how many require review. It also displays the number of upcoming tasks. Clicking on the numbers in the Activities box will open the full list of titles that were included in the count.

    My Activities
  • Most Used Procedures

    My Top 5 & Most Recent

    Most users find that they frequently use the same policies, procedures and checklists. The dashboard makes it easy for users to find these since the My Top 5 box displays the five items most commonly accessed by the user, and the Most Recent box displays the five most recently accessed items.

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