Workflow Dashboards | Streamline Your Product Development with Surefront

Name: Workflow Dashboards | Streamline Your Product Development with Surefront
Uploaded: 2025-03-12T21:15:35+00:00
Duration: 2 min 2 s
Channel: Luke Wang
Description: The video provides a step‑by‑step walkthrough of the SureFront Workflow Dashboard. After logging in, the user opens the left‑hand hamburger menu, selects…

12 Mar 2025 · 2 min

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2:02

The video provides a step‑by‑step walkthrough of the SureFront Workflow Dashboard. After logging in, the user opens the left‑hand hamburger menu, selects the Dashboard section under Administration, and chooses Workflow Tasks. The dashboard initially applies two default filters – task status (Issued, None, Rejected) and task assignee (current user). The tutorial explains how to remove filters, add new ones by selecting a field and option, and create custom filters that can be saved and shared with a team. Once a filter is applied, the page refreshes to reflect the criteria. The presenter demonstrates interactions on the dashboard: clicking an image opens a quick view with image details; clicking the item number navigates to product details; clicking the source opens the associated PLM record. Changing a task’s status (e.g., to Completed) automatically removes the item from the list. The dashboard offers sortable columns such as item number, status, due date, date updated, task notes, source, type, and product notes. Users can also edit status, dates, and notes directly from the status menu. Overall, the tutorial equips users to efficiently navigate, filter, and manage tasks within the SureFront Workflow Dashboard.

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Let's take a look at Workflow Dashboards. After signing into your SureFront account, go to the hamburger menu on the left-hand side of your screen, and underneath Administration, you'll see a section called Dashboard. Select Workflow Tasks to be redirected to the Workflow Dashboard. When you first arrive on this page, two filters will automatically be applied. The first is that task status is Issued, None, or Rejected, and the second is that the task assignee is the current user. To remove a filter, select the X at the end of the filter. To add a filter, select Filter, select the field, and then select the option from that field. You can create your own filter or use a saved filter. In the Create menu, you can also create a filter and choose to share this with your team. After formatting the filter, hit Apply. The page will update with the filter parameters. From this page, selecting the image gives us a quick view of the image and the image details. Selecting the item number redirects you to the product details. Selecting the source will take you to the PLM for that source. On this menu, since the filter is currently in status None, Issue, or Rejected, if we change the status to Completed, the list will automatically update and remove that product that was updated. Item number, status, due date, date updated, task, task notes, source, type, and product notes are all sortable fields. And from this page, you can also click into the status menu and edit any dates or notes needed for the product description.