Português
EspañolIn this article, we will cover:
- What is the Compact Screen in Gestiona
- How to Activate the Compact Screen
- How to View the Actions
What is the Compact Screen in Gestiona
The Compact Screen in Gestiona is a new way to view the actions under your responsibility.
With this option, you can see on your dashboard the actions coming from FCAs, meetings, tasks, and action plans.
How to Activate the Compact Screen
To activate this feature, simply click the button below on your main dashboard.
When this option is activated, Quattrus will automatically change the month display as follows:
- Blank Months = 0
- Number of Months = 1
If the option Fixed from January to December in the settings is checked, uncheck it.
To learn more about Month Display, see the article Configuration: Month Display.
Once the compact mode is activated, the Gestiona dashboard will display the screen split into two parts:
On the left, you will find your control items, with the indicators showing only one month (the current base month).
On the right, you will see the pending actions screen.
Actions are displayed in ascending order, i.e., from the oldest to the most recent.
IMPORTANT: The current week is considered to be the week between the previous Sunday and the next Saturday.
How to View Actions
By double-clicking on a pending action, Gestiona will open the action screen in its original context.
If the action is from an FCA, Gestiona will open the screen with the FCA showing the recorded action. The same applies to actions created in Tasks and Meetings.
Action Status
The statuses of pending actions in compact mode are as follows:
- Overdue (in red): Actions that are not completed and are past their due date.
- Open (in yellow): Actions that are not completed and are within the due date.
- Completed (in green): Actions that have been completed.
