Overview screen (Modern, Microsoft 365)

Shows a summary of your processes and tasks in SharePoint for Microsoft 365.

Background and Setup

How to Start

  1. In SharePoint for Microsoft 365, open the AgilePoint Work Center.

    Shows AgilePoint Nx Portal

Overview screen

Shows a summary of menus and widgets that exist in the Modern Work Center overview.

Figure: Overview screen

Overview screen

Fields

Field NameDefinition

Tasks screen

Opens this Screen:
Tasks screen (Modern, Microsoft 365)
Function:
Shows a summary of tasks that are assigned to you in Modern Work Center.

Processes screen

Opens this Screen:
Processes screen (Modern, Microsoft 365)
Function:
Shows a summary of processes you started in Modern Work Center.

My Apps screen

Opens this Screen:
My Apps screen (Modern, Microsoft 365)
Function:
Shows a list of apps that are published for your use. You can click any app name to start a new instance.

Delegations screen

Opens this Screen:
Delegations screen (Modern, Microsoft 365)
Function:
Lets you view and change the tasks that have delegations in Modern Work Center.

External Apps screen

Opens this Screen:
External Apps screen (Modern, Microsoft 365)
Function:
Shows a list of external links created in Modern Work Center.

Statistics screen

Opens this Screen:
Statistics screen (Modern, Microsoft 365)
Function:
This topic shows a visual summary of tasks and processes that are assigned to the user, team, department, or group in Modern Work Center.

Search Search icon

Function:
Does a search of menus in Modern Work Center.

Task Statistics

Opens this Screen:
Task Statistics widget
Function:
Shows a summary of tasks assigned to you.

Task Due Summary

Opens this Screen:
Task Due Summary widget
Function:
Shows a summary of tasks that are due to complete.

My Planned Tasks

Opens this Screen:
My Planned Tasks widget
Function:
Shows a list of tasks or appointments added to your planner.

Watchlist

Opens this Screen:
Watchlist widget
Function:
Shows a list of running processes added to your watchlist.

Frequently Used Apps

Opens this Screen:
Frequently Used Apps widget
Function:
Shows a list of most used published apps or starred apps.

My Recent Tasks

Opens this Screen:
My Recent Tasks widget
Function:
Shows a list of tasks assigned to you in the last 24 hours.

My Recent Requests

Opens this Screen:
My Recent Requests widget
Function:
Shows a list of processes you started in the last 7 days.

Task Statistics widget

Shows a summary of tasks assigned to you.

Figure: Task Statistics widget

Task Statistics screen

Fields

Field NameDefinition

Task Statistics

Description:
Shows a summary of tasks in a graph.
Allowed Values:
  • Overdue - Shows the total number of tasks that are Overdue.
  • Assigned - Shows the total number of tasks that are Assigned.
  • New - Shows the total number of tasks that are New.

Overdue/Assigned/New

Opens this Screen:
Tasks screen (Modern, Microsoft 365)
Function:
Shows a summary of tasks that are assigned to you in Modern Work Center.

Estimated Time

Description:
Shows a calculated time to complete the tasks based on past performance.
Allowed Values:
Read only.

Tasks Due Summary widget

Shows a summary of tasks that are due to complete.

Figure: Tasks Due Summary widget

Task Due Summary screen

Fields

Field NameDefinition

Task Summary View

Description:
Shows a summary of tasks that are due to complete based on hour, day, and week.
Allowed Values:
  • Tasks will be overdue in an hour - Shows the total number of tasks that are due to complete in an hour.
  • Tasks will be overdue in a day - Shows the total number of tasks that are due to complete in a day.
  • Tasks will be overdue in a week - Shows the total number of tasks that are due to complete in a week.

Task Due This Week

Description:
Shows a number of tasks that are due for this week in a calendar view.
Allowed Values:
Read only.

View Tasks View Tasks icon

Opens this Screen:
Tasks screen (Modern, Microsoft 365)
Function:
Shows a summary of tasks that are assigned to you in Modern Work Center.

My Planned Tasks widget

Shows a list of tasks or appointments added to your planner.

Figure: My Planned Tasks widget

My Planned Tasks screen

Fields

Field NameDefinition

Add Planned Task Add Planned Task icon

Opens this Screen:
Add Task To Planner screen (Modern, Microsoft 365)
Function:
Adds a task or app to your planner in Modern Work Center.

Manage planned tasks Manage Planned Tasks icon

Opens this Screen:
Manage Planned Tasks screen (Modern, Microsoft 365)
Function:
Lets you add and manage your tasks in the planner.
Edit Task Edit Task icon
Description:
Changes the task name, date, and time for a task added to your planner.
Open Task Open Task icon
Description:
Opens the form for the specified task.
Marked as cancelled Marked As Cancelled icon
Description:
Mark the task as Cancelled and delete it from the planner.
To Open this Field:
  1. On the My Planned Tasks section, click Take action Take Action icon.
Marked as completed Marked As Completed icon
Description:
Marks the task as Completed and deletes it from the planner.
To Open this Field:
  1. On the My Planned Tasks section, click Take action Take Action icon.
Delete Delete icon
Description:
Deletes the task from the planner.

Watchlist widget

Shows a list of running processes added to your watchlist.

Figure: Watchlist widget

Watchlist screen

Fields

Field NameDefinition

Manage watchlist Manage Watchlist icon

Opens this Screen:
Manage Watchlist screen (Modern, Microsoft 365)
Function:
Lets you add and manage the running processes in your watchlist.
View Process View Process icon
Description:
Opens the Process Viewer that shows the current status of the process.

For more information, refer to Process Viewer screen.

View Report View Report icon
Description:
Shows an eForm you specify with the current data from the process instance.

Frequently Used Apps / Starred Apps widget

Shows a list of most used published apps or starred apps.

Figure: Frequently Used Apps widget

Frequently Used Apps screen

Fields

Field NameDefinition

Add Planned Task My Apps Add Planned Task icon

Opens this Screen:
Add Task To Planner screen (Modern, Microsoft 365)
Function:
Adds a task or app to your planner in Modern Work Center.

App Details Add Details icon

Description:
Shows detailed information about the app.

View All Apps

Opens this Screen:
My Apps screen (Modern, Microsoft 365)
Function:
Shows a list of apps that are published for your use. You can click any app name to start a new instance.

My Recent Tasks widget

Shows a list of tasks assigned to you in the last 24 hours.

Figure: My Recent Tasks widget

My Recent Tasks screen

Fields

Field NameDefinition
View Process View Process icon
Description:
Opens the Process Viewer that shows the current status of the process.

For more information, refer to Process Viewer screen.

Open Task Open Task icon
Description:
Opens the form for the specified task.

My Recent Requests widget

Shows a list of processes you started in the last 7 days.

Figure: My Recent Requests widget

My Recent Requests screen

Fields

Field NameDefinition
View Process View Process icon
Description:
Opens the Process Viewer that shows the current status of the process.

For more information, refer to Process Viewer screen.

View Report View Report icon
Description:
Shows an eForm you specify with the current data from the process instance.
Clone this request Clone This Request icon
Description:
Opens an eForm with the data specified from the selected process instance to start a new process instance.