Nobody has to go looking for what is waiting on them.
My Actions gathers what needs you from across DocFlow: mail your organisation owes a response to, transmittals to acknowledge, unread mail and workflow steps waiting on your organisation. It groups them into Overdue, Due This Week, Later and Unread, across every project you can see, and opens each item in one click.
How it works.
Every Project at Once
One list across every DocFlow project you work on, not one per project.
Overdue First
Overdue, Due This Week, Later and Unread, in that order.
Only What You Owe
Mail counts when your organisation is in To, never when it is only copied.
Reviews and Mail Together
Workflow steps sit beside mail and transmittals, so nothing waits in a second system.
Analytics by Type and Status
Mail, documents and workflows counted by type, status, sender, discipline and template.
Counts What You Can See
Every figure counts only what your organisation is allowed to see.
What is overdue, at the top.
Every item waiting on your organisation, grouped by when it is due. Switch between everything, what is overdue and what is due this week, and open any item to deal with it where it lives.
- Mail to respond to and transmittals to acknowledge
- Workflow steps waiting on your organisation
- Unread mail, so nothing is missed
Four numbers that run your week.
Overdue, Due This Week, Later and Unread, each with the next item in line. Start the day knowing what is late and what is coming, on every project at once.
- Due This Week covers today and the next six days
- The next item in each group named
- Across every project you can see
Four groups, one order, every project.
Everything waiting on your organisation falls into one of four groups, so the most urgent work is always first and nothing sits unread.
Overdue
Past its response or step due date. Always at the top.
Due This Week
Due today or in the next six days.
Later
Due after this week, in date order.
Unread
Mail you have not opened yet, whether or not it needs a response.
Mailbox
- Mail Sent, Awaiting Response, Overdue and Closed
- Mail by type and status
- Mail by sender
Document Register
- Current, In Review, Superseded and Void
- Documents by type and status
- Documents by discipline
Workflows
- In Progress, Completed, Terminated and Overdue
- Workflows by template
- Workflows by outcome
See what is outstanding, by the numbers.
DocFlow Analytics counts the project's correspondence, documents and workflows using the same statuses the Mailbox, Document Register and Workflows show, so the numbers and the lists always agree.
- Mail by type, status and sender
- Documents by type, status and discipline
- Workflows by template and outcome
Know who holds the ball, before it is dropped.
Delays rarely start with a big decision. They start with an RFI nobody answered or a review that sat for a week. My Actions and Analytics make what is late visible to the people who owe it and to the people who need it.
Late Work Surfaces Itself
Overdue items sit at the top of the list of whoever owes them.
Ball in Court, by Organisation
Mail and reviews show which organisation is holding them.
The Same Numbers for Everyone
Analytics use the statuses the lists show, so reports and screens agree.
Across Every Project
One view of what is waiting, for people working on many projects.
Why it matters.
On a large project, the work waiting on any one person is spread across mail, registers and review queues, often on several projects at once. When nobody can see it all, things go late quietly. My Actions puts it in one list, in order of urgency, and Analytics shows the client and the head contractor where the whole project stands.
Everyone on the Project
Start each day with one list of what is waiting on you.
Project and Document Managers
See what is outstanding by type, status and organisation.
Clients
See the state of correspondence, documents and reviews on your project.
My Actions, in practice.
What appears in My Actions?+
Mail your organisation owes a response to, transmittals to acknowledge, unread mail and workflow steps waiting on your organisation, across every DocFlow project you can see.
Does mail I am copied on need a response?+
No. A response is counted as owed only when your organisation is in To. Being copied in never puts a response on your list.
How are items grouped?+
Overdue first, then Due This Week, which covers today and the next six days, then Later and Unread.
What do the analytics cover?+
The Mailbox by type, status and sender; the Document Register by type, status and discipline; and Workflows by template and outcome.
Can every organisation see every number?+
No. Analytics count only what the viewer's organisation is allowed to see.
Does it work across projects?+
Yes. My Actions lists items from every DocFlow project you have access to, in one place.