Page Comparison

Start page info boxes are content related boxes that are displayed on the Start page. Info boxes can basically be anything and roughly just refers to info- boxes on the Microbizz Start page. This can be anything from Microreports, Workplan resumé, Active check ins etc.

This section will go through the different widgets info boxes available for the different Microbizz Modulesmodules. Widgets Info boxes are used when building a Microbizz Start page.

To learn more about building and creating Microbizz Start pages please see the related content at the bottom of this page.

For inspiration, here is an example on a typical Microbizz Start page with different widgetsinfo boxes:

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To

To add

Here are a few examples of some of the content that can be shown on the start page:

• User - Check in : see the check in status and check in on companies.
• CRM - Search company : search for a company.
• Calendar - My appointments : shows your appointments.
• Tasks - My tasks : shows the tasks that concern you.
• Tasks - Tasks from filter : shows a list of tasks extracted via a filter.
• Work plan - Whos is at work? : see who is at work today and who has the day off, from the teams you wish to see.
• Plan - My production plan : shows what has been planned for you today or during the upcoming days.
• Plan - Routes : shows the routes that are planned for you.
• Process - Awaiting action : a list of processes that awaits action.
• Reminder- Pending : shows warnings.
• Report - Microreports : shows microreports.
• Equipment - My equipment : the equipment you have picked up.
• News- See published news
• Hours - Checkout notes - Shows a list for check notes from app users.
• EDI - Shows own or teams EDI´s

One example - endless possibilities

The creation of content to start / overview pages in the description above covers only one of many possibilities.

Apart from extracting all sorts of different information, a wide range of different visual representations are also available. Below we have added a few images of some of the most popular features.

Module: Reminder - Box type: Pending

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Module: User - Box type: Active chekins

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Module: Reminder - Box type: Week list

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Building start page content

The following section will be based on a simple start page example with some simple task filters and standard widgets [link label?].

Task filtering

A typical element on start pages in Microbizz are task filters [label link?]. These filters are build on a set of criteria that specifies which tasks we need to see in the specific filter. This filter can the be shown as content on the start page.

When first setting up a start page, this will be empty and to add content you will need to click the ‘Click to add contents’-button. Here you’ll be able to select from which module you want to add content from - let’s select ‘Tasks’ and then ‘Tasks from filter’.

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Next you’ll have to select the task filter [label link?] you want to use in your new start page “box”. You’ll also be able to provide a Help text as additional info regarding the specific filter/box to elaborate for the user, what they you do with tasks shown in the filter.

For inspiration to see what users typically build as task filters, we’ve build a start page which shows tasks that are created from the Microbizz Extranet, tasks that are waiting planning and tasks, that has been returned to the office:

Related content

Start page Widgets (or Widgets) are content related info boxes for the Microbizz Start page [LINK]. Widgets can basically be anything and roughly just refers to info-boxes on the Microbizz Start page. This can be anything from Microreports, Workplan resumé, Active check ins etc.

This section will go through the different widgets available for the different Microbizz Modules. Widgets are used when building a Microbizz Start page.

To learn more about building and creating Microbizz Start pages please see the related content at the bottom of this page.

For inspiration here is an example on a typical Microbizz Start page with different widgets:

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Here are a few examples of some of the content that can be shown on the start page:

content, scroll down to the bottom of the page, and click on "Click to add contents":

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You will then be presented by a dialog box, where you have to fill out the following information:

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• Title: The title for the info box

• Module: Choose any of the available modules in your Microbizz solution. Here is a list of the most common ones with various ways to display information from them:
  

  • CRM:

    • Search company

    • Companies from filter

    • CRM account graph

  • Calendar:

    • My appointments

    • Team calendar

  • Course:

    • My lessons

    • Attendance

  • Equipment:

    • My equipment

    • Equipment / task overview

  • Hours:

    • Checkout notes

    • Invoiced within estimate

  • Inspection:

    • My inspections

  • Invoices:

    • My EDIs

    • EDIs from filter

    • My invoices

  • Person:

    • Persons from filter

  • Planning:

    • My production plan

    • Others production plan

    • Employee capacity

    • Routes

  • Process:

    • Awaiting action

    • Process pipe

  • Project:

    • Project from filter

  • Reminder:

    • My reminders

    • Pending

    • Week list

    • Duties

  • Report:

    • Microreports

    • Latest reports

    • Filter

    • User defined

    • Standard

  • Sales:

    • My sales

    • My sales (graph)

    • My calls

    • Campaign status (graph)

    • Sales pipe

    • Team performance

    • My quotations

    • Filtered quotations

  • Start:

    • Static reports

    • News

    • External app

  • Support:

    • Tickets from filter 

  • Tasks:

    • My tasks

    • Task from filter

    • Pend. invoicing

    • Upcoming

    • Task from pool

  • User:

    • Check in

    • Active checkins

    • SMS communication

      • Be aware that it's nessecary that he user is configured to be recieving the SMS through this setting on the user profile: 

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    • Personal note

    • Contact information

  • Work plan:

    • Who is at work?

    • Work plan

One example - endless possibilities

The creation of content to start / overview pages in the description above covers only one of many possibilities.

Image Added

Apart from extracting all sorts of different information, a wide range of different visual representations are also available. Below we have added a few images of some of the most popular features.

Module: Reminder - Box type: Pending

Image Modified

Module: User - Box type: Active

checkins

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Module: Reminder - Box type: Week list

Image Modified

Building start page content

The following section will be based on a simple start page example with some simple task filters and standard widgets [link label?].

Task filtering

A typical element on start pages in Microbizz are task filters [label link?]. These filters are build on a set of criteria that specifies which tasks we need to see in the specific filter. This filter can the be shown as content on the start page.

When first setting up a start page, this will be empty and to add content you will need to click the ‘Click to add contents’-button. Here you’ll be able to select from which module you want to add content from - let’s select ‘Tasks’ and then ‘Tasks from filter’.

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Next you’ll have to select the task filter [label link?] you want to use in your new start page “box”. You’ll also be able to provide a Help text as additional info regarding the specific filter/box to elaborate for the user, what they you do with tasks shown in the filter.

Related content