Quick Start Guides
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Summer 2024 Quick Start Guide
Summer 2024 Quick Start Guide
  • What's New in This Release
  • New
    • Document with AI
    • Slideshow Mode
    • Robotic Process Automation
    • FlowGenie Studio
    • Accessibility Widget
    • Recommendations Engine
  • Improved
    • Actions by Email
    • Process Launchpad
    • Welcome Screens
    • Calcs and Watchers
    • Tasks Due Date and Destination
    • Analytics
  • Additional Resources
    • Summer 2024 Release Notes
    • Spring 2024 Quick Start
    • Winter 2024 Quick Start
    • Platform Quick Start
    • PM Classic Quick Start
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  1. Improved

Welcome Screens

Last updated 8 months ago

The Welcome Screen has been redesigned to offer an intuitive interface with clear ways to get you started. Key enhancements include:

  • View active Cases and Tasks alongside a list of processes you can initiate.

  • Clearly view the status of Cases and Tasks.

  • Filter and search the Case and Task lists.

  • Case titles are now visible for both Cases and Tasks for better context.

  • Easily identify and manage high-priority tasks using the priority flag in the task list.

Watch the following product tour to learn more about the Welcome Screens.

Learn More

: Find detailed product documentation.

: Enroll in free courses to learn how to use ProcessMaker Platform.

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