Customize work overviews

Goal: Customize work overviews in Gluu so each user sees the most relevant tasks, cases, comments and instructions—via presets or a personal overview.

Use presets for common roles, or let users create personal overviews. Combine with Profiles to deliver the right start page for each audience.

Preset work views #

1. Viewer – comments and instructions tied to your roles.
2. Worker – tasks and cases you work with.
3. Process Manager – drafts and latest versions.
4. Account Owner – governance across hierarchy and owners.
5. Personal – build your own overview.

Set a personal overview #

Create a personal overview using cards fed by saved filters.

1. Open the page with the content you want (Processes, Activities, Tasks, Cases).
2. Set filters.
3. Save the filters.
4. Go to Overview and click Settings.

1. Add cards from Saved filters.
2. Drag and drop to reorder.
3. Uncheck cards to hide.
4. Adjust columns (e.g., set a card to three columns for full width).

Tip: Add task calendars for specific roles, cases you’re in, key instructions, bookmarks, and more.

Show selected form data #

1. Go to Overview > Settings and click Add card.
2. Select a Form from the list.
3. Open the card’s Settings.
4. Choose the fields to display.
5. Filter on fields to include specific values.

Note: Your Personal overview is private.

Edit or create presets #

Only Account Owners have this option:

1. Select the preset.
2. Click Settings.
3. Modify cards, layout, or filters.
4. Save to share with all users.
5. (Optional) Disable presets in Account settings.