The home symbol is located in the top left hand corner of all of the pages you visit within the platform.
Use the home symbol to return to the homepage.
My Task List
This feature allows you to easily manage your assigned tasks and stay organised. The task list now displays a visual indicator of the number of records, categorized by record type, that have been assigned to you.
Additionally, the corresponding calendar highlights dates that are associated with these tasks, making it easier for you to track deadlines and stay on top of your workload. You can simply click on a highlighted date to drill through and view your open or outstanding tasks.
Charts on the homepage
- The first time you access the Connect system the homepage will show a variety of charts. The charts will not show any data, this will change once you start to add data into the system.
- The charts will display a record count and the record status.
- Click on any of the charts to be taken through to the chart view of that record type. From here, you can export the chart, as highlighted below.