Customize the cards in workflow
You can customize the information you see in each proposal card in the channel workflow view.
- Go to the channel of your choice.
- Move to Workflow -tab.
- Click on Customize cards.
- Select in the appearing modal window what data you want to show in the cards
- Proposal picture
- Assigned manager
- Task situation: number of incomplete and total tasks
- Proposal presenter: initials or picture of the user who created the proposal
- Inactive days: the proposal card is highlighted with a red line on the right edge of the card if the proposal has been inactive more than the days set in channel settings in Highlight inactive proposals
- Created date
- Comment count: number of comments in the proposal
- Pending tasks: show the incompleted tasks and task deadline for selected management forms
- After you have selected what data to show on the card, you can
- Assign the new settings only for yourself by clicking close
- Save the new settings as a default for all users of the channel who have not created their personal settings by clicking Save as default for this channel
- Reset the setting to Orchidea default settings for all users of the channel who have not created their personal settings by clicking Reset to default