The Dashboard is your personal view of information in FYI. It displays emails, documents, tasks and client interactions that are specific to your login.
Your documents can be sorted and viewed in a variety of lists. Each of these lists is represented by a tab within your FYI Dashboard, including:
- In Tray
- My Recent
- My Tasks
- Delegated Tasks
- My Jobs
- My Edits
- My Starred
- My Time
- My Comments
- My Workflows
You can re-order the position of each tab by clicking and dragging it to the position you desire.
Watch our 5-minute recorded introduction to the dashboard:
The In Tray lists documents and emails that have been brought in from external services either automatically by the system, or during an import, for which you have not yet acknowledged, validated and checked the automatic filing. This ensures that documents cannot be seen by other members of the practice until the recipient has confirmed it is okay for filing.
The In Tray includes emails from your Outlook Inbox that have been auto-filed by FYI and that you need to check before making available to all FYI users across your practice.
The In Tray also displays any files that have been imported from Windows Explorer (or imported automatically via your OneDrive FYI - My Imports) with your name as the owner. Like email, these documents need to be checked by you before being made available to all users in the practice. You can also manually sync files from your FYI - My Imports folder by clicking the FYI - My Imports button in your In Tray. Refer to Using OneDrive FYI - My Imports to Automatically Import to your In Tray.
All emails and documents in the In Tray have a status of "Draft". You will only see documents and emails in your In Tray if your name is set as the owner in the Workflow.
My Recent shows the documents that you have recently created, modified or accessed in FYI. By default, documents are sorted by Modified Date. Documents can be re-sorted or filtered by clicking the column headings.
My Tasks displays tasks that have been delegated to you by others, or that you have delegated yourself.
Delegated Tasks displays tasks that you have delegated to other people.
My Jobs displays jobs assigned to you (as Partner, Manager or Staff). You can see the assignee for a specific job on the Jobs - Summary tab, or in the Jobs workspace by including the column "Assigned".
My Edits show all the documents and emails that you currently have open for editing.
When working in a team environment, it is important that more than one person does not work on a document at the same time, to avoid loss of work or save conflicts.
FYI has an intelligent system to ensure this does not happen. It is critical that you indicate when you have finished editing a document. This releases the document so that other users have access to edit them. It is recommended that you check your My Edits at least once a day for any documents you may still have open for editing.
The My Starred tab displays all emails and documents that you have marked as Starred. This allows you to 'pin' any documents you want to access easily. Refer to Marking and Displaying Starred Documents.
The My Time tab displays your Time Sheets. Refer to Time Sheets.
The My Comments tab displays a summary of any documents for which you have created a Comment or on which you have been mentioned. This displays the name of the person who created the Comment and it also displays the message. Click on the first line of the summary to display the details of the relevant document in the drawer with the Comment panel opened automatically.
You can filter the My Comments by Date Range with a Start and or End Date. You can also filter these by comments you are mentioned in or that you have created.
Refer also to Comments and Notifications.
The My Workflows tab displays any documents that have a workflow Status of Pending Approval and where you have been assigned as the “Approver”. You can use this tab to preview these documents and easily mark one or more as Approved. Workflow functions are only available if your FYI subscription level is "Professional". Refer to Workflow and Subscribing to an FYI Plan.
This tab displays all system Notifications from FYI (for example, if you have been allocated a task, if someone updates a task that you have delegated to them, or if you are mentioned in a Comment).
- Notifications display the Subject which is the name of the task.
- For comment, the notification displays the Message.
- For notification about a task, the message displays the message from the Task.
- Notifications also display the client.
- You can click the link in a Notification (for example "Username" assigned you a new task") to open the drawer of the relevant document.
For example, where the notification relates to a Task this opens the drawer of the Task, or where the notification relates to a Comment added to a document this opens the drawer of that document with the Comment pane displayed.
In the Notifications tab, you can select a filter with the Notification Type, for example, Tasks, Comments, Automations (Process Step Execution). An FYI administrator can use the Users filter to see notifications about users that have been sent an invitation to FYI.
The Alerts icon in the top right-hand corner of the menu can also be used to display the Notifications tab in the Dashboard.