User's guide /

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Widgets

Widget Features Overview


Welcome to the OBS ERP Widgets Guide! In this document, we introduce our latest widget features designed to enhance your workflow and improve productivity. With these widgets, you'll have quick access to essential tools, streamlined navigation, and powerful data visualization options.

Each widget is customizable, allowing you to adjust the number of rows, columns, and overall size to suit your preferences. Whether you're managing approvals, keeping track of your calendar, or analyzing complex data sets, these widgets are built to make your experience more efficient and intuitive.

Below, you'll find an overview of the key widgets and their features, including tips on how to best use them to optimize your daily tasks. Let's get started!







I. Shortcuts Widget:

The Shortcuts widget allows users to quickly access their most-used modules and tools, streamlining navigation and saving valuable time. It includes features such as:

  • Customizable quick access to favorite modules.
  • Option to adjust the number of rows and columns displayed.
  • Ability to resize the widget to fit your workflow preferences.

II. Recently Used Widget:

This widget helps users easily return to the modules and features they recently accessed, reducing the time spent searching for previously used tools. The Recently Used widget includes:

  • Quick access to the last used modules and functions.
  • Customization options for rows and columns.
  • Resizable display for a better user experience.

III. Approval Requests Widget:

The Approval Requests widget consolidates all pending approvals in one place, allowing users to manage tasks that require attention quickly. It offers:

  • Centralized view of all pending approvals.
  • Options to adjust table size, rows, and columns for easier management.
  • Efficient task tracking and decision-making tools.

IV. Calendar Widget:

The Calendar widget provides an overview of upcoming events, deadlines, and meetings. It helps users stay organized and prepared with features like:

  • At-a-glance view of scheduled activities.
  • Customizable rows and columns for the number of events displayed.
  • Option to resize the widget for better visibility.

V. Interactive Data Report Widget:

The Interactive Data Report widget is designed to help users visualize and analyze important data points efficiently. This powerful tool includes:

  • Ability to display pivot tables created by the user.
  • Options to adjust the number of rows and columns for data display.
  • Resizable table for more flexibility in viewing and analyzing data.