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Eximee Dashboard
Eximee Dashboard This is an Eximee platform module used for managing tasks and cases in the employee environment (back office). It allows users to browse, filter, claim, and manage tasks and business processes that are carried out in the workflow system (e.g. Eximee BPMS). Main functions of Eximee Dashboard:
Displaying the list of tasks and cases,
Filtering tasks and cases by various criteria,
Viewing task and process details,
Claiming, forwarding, and releasing tasks,
Ability to withdraw from a process (if the process supports it),
Handling notes for cases and tasks.
Task list and case list
Task list
The task list presents individual tasks (the so-called user tasks) within BPMN processes. Each entry corresponds to a specific task to be performed by a user or a group of users. Tasks can come from different cases, which means that the user sees all their operational responsibilities in one place. From the list, it is possible to claim, forward, or release tasks, making it the main tool for daily work.
The case list presents complete business processes (cases) that may consist of many tasks. Unlike the task list, this view focuses on the business context — it allows analysis of the process status, its history, and related data. Each case represents a process instance and allows the user to track its progress from start to finish.
Tab "Case data" contains key information about the selected case, allowing a quick preview of the most important process data, such as case number, status, or creation date. It is configurable and enables the presentation of the most relevant business information without the need to browse process details.
Figure 3. Tab "Case data"
Documents
Tab "Documents" allows viewing and downloading documents associated with a given case. The user has access to all files related to the process in one place, which makes working with documentation easier and speeds up task completion.
Figure 4. Tab "Documents"
Notes
Tab "Notes" allows viewing and adding notes associated with the case. Thanks to this, users can save important information, comments, or findings directly in the process context.
Figure 5. Tab "Notes"
Case history
Tab "Case history" enables a detailed insight into the process flow by presenting all events related to the case. The events are divided into system and business events, and the user can additionally filter them by various criteria such as event type, user, or date range. This tab is available both from the case list and the task list.
