Home Page Enhancement for Follow-Ups

Prior to this enhancement, when users click on a due-soon or overdue follow-up number on the Check-Ins home page, the side panel opens to display all follow-ups with no easy way to distinguish which items are due soon or overdue.

With this enhancement, when you click a red overdue or yellow due-soon number on the Check-Ins homepage, the side panel highlights these items in matching red or yellow for quick identification.

How Does This Enhancement Benefit My Organization?

These color-coded indicators let meeting participant easily identify and prioritize their due-soon and overdue items to stay on top of their pending tasks.

Implementation

This feature is automatically enabled for clients using Check-Ins.

Permissions

The following existing permission applies to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Check-Ins - Create Grants ability for the user to create and update Check-Ins. The permission constraints determine with whom the user can create Check-In discussions. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, User's Subordinates, User's Direct Reports, User's Self, User's Manager, User's Superiors, and Employee Relationship. Users who have constraints in the “Check-Ins - Create” permission cannot create a new Check-In with anyone who doesn’t belong to the constraints. However, they will still be able to view and update any Check-In that they are a participant of. This is an end user permission. Performance