Introducing Enhanced myCM Dashboard

Introducing the new Role-Based Dashboard, designed to enhance workflows by tailoring the experience to each user’s area of focus. This update ensures that every user can access the most relevant information for their role, boosting efficiency and improving case-related milestones.

Key Widgets & Dashboard Elements:

Listed below are just a few of the many powerful widgets and elements available on the Dashboard, all aimed at making user workflows more efficient by reducing the time spent navigating to information and simply putting the data right at your fingertips:

• Case Owner Workload
  The Case Owner Workload widget provides real-time visibility into caseload distribution, ensuring a balanced workload across the team. It allows for more effective distribution of cases, ensuring timely engagement and preventing any case from falling through the cracks.

• Unread Messages Widget
  Stay up to date with new communications! The Unread Messages widget highlights cases with new messages, allowing users to easily navigate to the case and retrieve the latest correspondence without wasting time searching.

• Missed & Overdue Deadlines
  The dashboard includes widgets that spotlight missed and overdue deadlines, helping users stay on top of key milestones. This ensures proactive management and timely resolution of tasks.

• Bulk Sync
  Last but not least, the Bulk Sync feature has been carried into the dashboard, making it even more powerful. Users with access to this feature can now manage and take action in bulk across various case attributes, enabling quicker and more efficient updates to multiple cases at once.

How to Gain Access:

Enabling the new Dashboard is straightforward! The Dashboard is an extension of the updated platform, featuring a fresh look and feel. To get started, simply reach out to your Client Success Manager or contact support@ethico.com to request activation of this feature.

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