Dashboard

The Dashboard is your home base in Invent Workflows. It shows all workflow instances you have access to and lets you search, filter, and launch new workflows.

What You See

The Dashboard displays workflow instances as cards, each showing:

• Instance name — the name of the workflow
• Status badge — Active, Blocked, Completed, Cancelled, or To Do
• Progress bar — visual indicator of how far the workflow has progressed
• Days active — how long the workflow has been running
• Assigned members — number of team members involved
• Tags — labels from the template (e.g., "Onboarding", "Compliance")
• Milestone count — how many milestones the workflow contains
• Attention badges — warnings if there are blocked tasks or step impacts needing attention

Click any instance card to open its details page.

Layout Variants

The Dashboard supports different layout configurations that control how the header, cards, and filters are displayed. These are configured by your administrator via widget settings.

Header Variants

The header controls the top section of the Dashboard — title, statistics, and optionally embedded filters.

Variant	Description
Classic	Title only, filters displayed in a separate toolbar below
Stats	Title with stat pills showing Total, Active, Done, and Blocked counts
Compact	Single-line header with stat pills and embedded search/filter controls
Hero	Large hero section with prominent title, stat numbers, and embedded filters
Merged	Title with inline stats and embedded filters arranged in two rows

INFO

When using the Compact, Hero, or Merged header variants, filters are embedded directly in the header — there is no separate filter bar.

Card Variants

Cards control how workflow instances are displayed in the content area.

Variant	Description
Standard	Full card with progress bar, assigned users, tags, and milestones (default)
Compact	Condensed single-row card showing name, status, and essential info
Table	Data table with sortable columns (Request, Status, Assignee, Active, Progress)

Filter Variants

Variant	Description
Toolbar	Classic toolbar-style filters
Card	Modern card-based filter panel with inline tags (default)

Quick Access

At the top of the Dashboard, you may see a quick access section showing popular workflow templates. Click one to immediately start the Launch Workflow wizard with that template pre-selected.

Searching and Filtering

Search

Type in the search box to filter instances by name. Filtering happens instantly as you type.

Status Filter

Use the status dropdown to show only instances with a specific status:

Status	Description
All Statuses	Show everything
Active	Workflows currently in progress
Blocked	Workflows with failed or stuck tasks
Completed	Successfully finished workflows
Cancelled	Workflows that were manually cancelled
To Do	Workflows that haven't started yet

Assignee Filter

Filter by who is assigned to the workflow. Select a specific team member to see only their workflows.

Tag Filter

Tags appear as clickable buttons below the toolbar. Select one or more tags to filter instances by template tags. Only instances from templates with the selected tags will be shown.

Context Filter

When the Dashboard is embedded in an external portal with entity context (e.g., a Client or Account page), it can automatically filter workflows to show only instances related to that entity.

The context filter activates when the widget receives URL parameters such as contactId, accountId, householdId, or financialProfessionalId. A filter chip appears in the toolbar showing the active context (e.g., "Client", "Account"). Click it to toggle context filtering on or off.

INFO

Context filtering relies on Search Attributes — input fields marked as searchable in the template. Only workflows whose searchable fields match the context values will be shown.

Clear Filters

Click Clear Filters to reset all filters and show all instances.

Launching a Workflow

Click the Submit Request button in the toolbar to open the Launch Workflow wizard.

Pagination

Instances are displayed 10 per page. Use the pagination controls at the bottom to navigate between pages. You'll see the current page number and total count of matching instances.

Auto-Refresh

The Dashboard automatically refreshes every 5 seconds, so you'll see status changes without needing to reload the page.

Empty State

If no instances match your current filters, you'll see a message suggesting you adjust your filters or launch a new workflow.