We recently released an updated view of the appraisal dashboard in Anow that includes a number of new filters to help you find the orders you're looking for.
Important note: If you find there are too many filters on the dashboard, you can click on the wheel next to the search box and uncheck the filters you don't actively use.
Important note: If you don't want to see Completed, Cancelled, On Hold or Imported orders on your dashboard, look to the bottom left of your screen and click the icon next to whichever status you want to remove from your searches. Also to clear any filters you've chosen and start fresh, click Reset Filters at the bottom of the screen.
Here are just a couple of examples of ways that you could set up these filters:
1. Stay on track and get a quick look at the orders you have in a Rush status that need to be completed as soon as possible.
2. Using the Filter by Workflow options on the left side of the screen allows you to see every order that's on a specific task.
You can also sort the results by Due Date, Appointment Date or Created Date to get a better idea of what tasks need completion first. Sorting by Due Date with the workflow task filter will also put any Overdue tasks at the top of the list.
3. If you want to check on the orders you've already accepted but now require revisions, select both the Accepted and Revisions filters at the top of your dashboard.
4. A really useful new filter is the Due Tomorrow option. With this filter, you can always assure you're ahead of schedule and ready to deliver on the client requested due dates.