All things do revolve around you... here!🌞🌎🌌
Navigate here to find your Favorite Records, your To-Do list, Upcoming Tasks, Reviews, Items and your own Personal Records.
Where to find it 🔍
Watch the short GIF below to explore a place all your own 👇
Tip: If you have stuff to do, skip all other pages and come directly to your Personal Page first for the most efficient use of edison365. You can even bookmark it instead of the Home Page, no one will know 🤫
Quick Tour 📽️
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Dashboard Tab- Overdue Items- all your Reviews, Items and Tasks that are overdue and need actioning
- This Week's Items- all your Reviews, Items and Tasks that will be coming down the track next week for actioning
- Overdue Items- all your Reviews, Items and Tasks that are overdue and need actioning
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My Favorites- when you are in a Record, at the top there is a ❤, click this and you can pin that Record to your Dashboard
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Tasks Tab
- Peruse any task that's been assigned to you, sorted by due date (or lack thereof)
- Or... actually get it over with and submit tasks right from the Task Tab without even opening the record!
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Cards Tab
- This is where all your Records live. Filters across the top allow you quick access to narrow down the cards.
- Swap from the Grid view to Timeline to see how records stack up.
- This is where all your Records live. Filters across the top allow you quick access to narrow down the cards.
Tip: You can hide any columns you don't need by right clicking as seen above.
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Reviews Tab
- Come here to see any Reviews requiring your attention. Click on the arrow to see the checklist items that are required. Once checklist items are complete you can Approve.
- Come here to see any Reviews requiring your attention. Click on the arrow to see the checklist items that are required. Once checklist items are complete you can Approve.
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Items Tab
- Any items you are assigned to as an owner live here. Use this area to quickly update rows of the corresponding table.
You can click the Record name to open it fully if you need to reference something or prefer to fill it out from the table view.
- Any items you are assigned to as an owner live here. Use this area to quickly update rows of the corresponding table.
Want to learn more? 📖
- Become an expert on tasks by conquering the Schedule Table
- More curious about the review process? Check out A Day in the Life of a Process Manager
- Unsure about roles? We've got an intro into Understanding and Managing Project User Roles