Sidebar Menu

Displays the menu options on AgilePoint Mobile Dashboard app.

Figure: Sidebar Menu screen

Sidebar Menu screen

How to Start

  1. Tap the Sidebar Menu (Sidebar Menu icon).

Fields

Field Name Definition

My Apps (My Apps icon)

Function:
Shows a list of eForms apps published for your use. Tap one app to create a new instance.
To Open this Field:
On the Tenant Settings screen, set Enable Mobile eForms to Yes.

My Tasks (My Tasks icon) / Team Tasks (Team Tasks icon)

Opens this Screen:
My Tasks / Team Tasks
Function of this Screen:
Shows a list of all of the tasks assigned to you or your team

Outbox (Outbox icon)

Opens this Screen:
Outbox screen
Function of this Screen:
Shows a list of eForms and tasks that have been submitted in offline mode

Process I Started (Process I Started icon)

Opens this Screen:
Processes I Started
Function of this Screen:
Lets you view and manage the processes you started.

Process I've Worked (Process I have Worked icon)

Opens this Screen:
Processes I've Worked
Function of this Screen:
Lets you view and manage the processes to which you are connected.

Delegations (Delegations icon)

Opens this Screen:
Delegations screen
Function of this Screen:
Delegation is the temporary reassignment of tasks to another user — usually a peer or subordinate. Delegation can be used, for example, to temporarily reassign a task when a user is out of the office.

Settings (Settings icon)

Opens this Screen:
Settings Screen
Function of this Screen:
Specifies the settings for your AgilePoint Mobile Dashboard app.

Help (Help icon)

Function:
Displays quick reference help for the app.

About (About icon)

Function:
Displays details about the app, publisher, and version.

Sign Out (Sign Out icon)

Function:
Logs you out of the AgilePoint Mobile Dashboard app.