# Eximee Dashboard

**Eximee Dashboard** is an Eximee platform module used for managing tasks and cases in the employee environment (back office). It allows users to view, filter, take over, and manage tasks and business processes that are carried out in the workflow system (e.g. Eximee BPMS). Main functions of Eximee Dashboard:

* Displaying a list of tasks and cases,
* Filtering tasks and cases by various criteria,
* Viewing task and process details,
* Taking over, transferring, 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 (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 may come from different cases, which means that the user sees all their operational duties in one place. From the list, it is possible to take over, transfer, or release tasks, making it the main tool for everyday work.

**Configuration:** [Task list configuration](https://docs.eximee.com/documentation/documentation-en/budowanie-aplikacji/interfejs-uzytkownika/eximee-dashboard/konfiguracja/lista-zadan)

<figure><img src="https://2112972046-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2CssJT0zIo4SJQLbSZ6l%2Fuploads%2Fgit-blob-8c28205a5768140b5f4130ec8c7f05ceed4036d7%2F1-Widok-Eximee-Dashboard-Lista-zadan.png?alt=media" alt=""><figcaption><p>Figure 1. Eximee Dashboard view (Task list)</p></figcaption></figure>

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### Case list

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.

**Configuration:** [Case list configuration](https://docs.eximee.com/documentation/documentation-en/budowanie-aplikacji/interfejs-uzytkownika/eximee-dashboard/konfiguracja/lista-spraw)

<figure><img src="https://2112972046-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2CssJT0zIo4SJQLbSZ6l%2Fuploads%2Fgit-blob-e79c72f38a355e54e0da6b3bd948ec0a596e827f%2F2-Widok-Eximee-Dashboard-Lista-spraw.png?alt=media" alt=""><figcaption><p>Figure 2. Eximee Dashboard view (Case list)</p></figcaption></figure>

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## Tabs in the case view

### Case data

The tab **"Case data"** contains key information about the selected case, allowing a quick preview of the most important process data, such as the case number, status, or creation date. It is configurable and enables the presentation of the most important business information without the need to browse process details.

<figure><img src="https://2112972046-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2CssJT0zIo4SJQLbSZ6l%2Fuploads%2Fgit-blob-752c2d3b315479d56d0105224a26767aa2a5cf55%2F3-Zak%C5%82adka-Dane%20sprawy.png?alt=media" alt=""><figcaption><p>Figure 3. "Case data" tab</p></figcaption></figure>

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### Documents

The tab **"Documents"** allows you to view and download documents related to 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><img src="https://2112972046-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2CssJT0zIo4SJQLbSZ6l%2Fuploads%2Fgit-blob-1e6e2fd14bc099a9431dbc05c93868dca75c06bc%2F4-Zak%C5%82adka-Dokumenty.png?alt=media" alt=""><figcaption><p>Figure 4. "Documents" tab</p></figcaption></figure>

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### Notes

The tab **"Notes"** allows you to view and add notes related to the case. Thanks to this, users can save important information, comments, or agreements directly in the context of the process.

<figure><img src="https://2112972046-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2CssJT0zIo4SJQLbSZ6l%2Fuploads%2Fgit-blob-dfd8899fbf733561f656e0f58748964a8a800ba9%2F5-Zak%C5%82adka-Notatki.png?alt=media" alt=""><figcaption><p>Figure 5. "Notes" tab</p></figcaption></figure>

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### Case history

The tab **"Case history"** allows a detailed insight into the process flow by presenting all events related to the case. 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.

**Configuration:** ["Case history" tab](https://docs.eximee.com/documentation/documentation-en/budowanie-aplikacji/interfejs-uzytkownika/eximee-dashboard)

<figure><img src="https://2112972046-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2CssJT0zIo4SJQLbSZ6l%2Fuploads%2Fgit-blob-21e1d91e3021ac6f0631f09d04b1fa33c8145a15%2F6-zak%C5%82adka-Historia-sprawy.png?alt=media" alt=""><figcaption><p>Figure 6. "Case history" tab</p></figcaption></figure>

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The task handling form in Eximee Dashboard is created in the same way as any other form, i.e. using Eximee Designer.

> See the chapter describing [business processes](https://docs.eximee.com/documentation/documentation-en/budowanie-aplikacji/proces-biznesowy).
