Overview screen (Microsoft 365)

Background and Setup

How to Start

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

Overview screen

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

Fields

Field Name	Definition
Tasks screen	Opens this Screen: Tasks screen (Microsoft 365) Function: Shows a summary of tasks that are assigned to you in Modern Work Center.
Processes screen	Opens this Screen: Processes screen (Microsoft 365) Function: Shows a summary of processes you started in Modern Work Center.
My Apps screen	Opens this Screen: My Apps screen (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 (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 (Microsoft 365) Function: Shows a list of external links created in Modern Work Center.
Statistics screen	Opens this Screen: Statistics screen (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	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.

Task Statistics screen — Figure: Task Statistics widget

Fields

Field Name	Definition
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 (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.

Task Due Summary screen — Figure: Tasks Due Summary widget

Fields

Field Name	Definition
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	Opens this Screen: Tasks screen (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.

My Planned Tasks screen — Figure: My Planned Tasks widget

Fields

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

Watchlist widget

Shows a list of running processes added to your watchlist.

Watchlist screen — Figure: Watchlist widget

Fields

Field Name	Definition
Manage watchlist	Opens this Screen: Manage Watchlist screen (Microsoft 365) Function: Lets you add and manage the running processes in your watchlist.
View Process	Description: Opens the Process Viewer that shows the current status of the process. For more information, refer to Process Viewer screen.
View Report	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.

Frequently Used Apps screen — Figure: Frequently Used Apps widget

Fields

Field Name	Definition
Add Planned Task	Opens this Screen: Add Task To Planner screen (Microsoft 365) Function: Adds a task or app to your planner in Modern Work Center.
App Details	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.

My Recent Tasks screen — Figure: My Recent Tasks widget

Fields

Field Name	Definition
View Process	Description: Opens the Process Viewer that shows the current status of the process. For more information, refer to Process Viewer screen.
Open Task	Description: Opens the form for the specified task.

My Recent Requests widget

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

My Recent Requests screen — Figure: My Recent Requests widget

Fields

Field Name	Definition
View Process	Description: Opens the Process Viewer that shows the current status of the process. For more information, refer to Process Viewer screen.
View Report	Description: Shows an eForm you specify with the current data from the process instance.
Clone this request	Description: Opens an eForm with the data specified from the selected process instance to start a new process instance.