CasewareDocs

Gadget list (Dashboards)

The following is a list of currently available gadgets organized by category.

Note: The availability of some gadgets depends on your organization's settings.

Collaborate

Gadget With this gadget, you can...
  • View a list of discussions
  • Edit and add comments on an existing discussion.
  • Add new discussions by selecting the New button.
  • View a list of file requests
  • Edit existing file requests.
  • Send new file request by selecting the New button
  • View a list of tasks
  • Update the status of existing tasks.
  • Add new tasks by selecting the New button.

Q

Gadget With this gadget, you can...
  • View the number of engagement files with signals in Q.
  • View the number of engagement files with deliverables due this week.
  • View the total number of billable hours logged for the week.
  • View a list of engagement files with deliverables due this week.
  • View any overdue deliverables.
  • View a list of engagement files and their completion status.
  • Visually track how well your engagement is progressing in correlation with the assigned budget.
  • Visually track the amount of significant risk in correlation with customized work programs and proposed adjusting journal entries.

Files

Gadget With this gadget, you can...
  • View a list of files that the user has permission to view.
  • Filter files or change the default view.
  • Download, replace, delete, move or set retention to an existing file by selecting the file icon.
  • Upload or create a new folder, a URL link or a cloud document.

Entities

Gadget With this gadget, you can...
  • View a list entities that the user has permission to view
  • View information from the Entity Profile on a specific entity selected from the Entity Selector.

Time

Gadget With this gadget, you can...
  • View the organization's period end date and the year end date.
  • Track the total of billable hours and amount for all staff or an individual staff member if you have the Staff- Detail (R) permission for a selected period and year-to-date.
  • Track your own total of billable hours and amounts.
  • Visually compare the total of billable and non-billable hours and amount for all staff or an individual staff member if you have the Staff - Detail (R) permission for a selected date range.
  • Visually compare your own total of billable and non-billable hours and amounts.
  • Select to Download the chart comparison as a PNG, PDF, PDF or SVG.
  • Track the total of billable and non-billable expense amounts for all staff or an individual staff member if you have the Staff - Detail (R) permission for a selected period and year to date.
  • Track your own total of billable and non-billable expense amounts.
  • Visually compare the total of billable and non-billable expense amounts for all staff or an individual staff member if you have the Staff - Detail (R) permission for a selected period and year to date.
  • Visually compare your own total of billable and non-billable expense amounts.
  • Select to Download the chart comparison as a PNG, PDF, PDF or SVG.
  • View a list of the top WIP clients for the selected entity or all entities and their respective WIP balance at a selected date.
  • View a list of the top 10 clients billed and the respective billed amount at a selected period.
  • View a comparison of the WIP for a selected period to the WIP for that period a year prior if you have the Invoice (R) and Entity - Summary (R) permission.