General

See what is yours to do, the moment you log in

A personal dashboard, and the same search, filters and export on every page.

All roles
General module in Visual Tracking

What this module does

A new user logs into Visual Tracking on day one. The personal dashboard shows what they owe today, what is in their work centres, and what is overdue. There is no setup and no view to configure. By the end of the first week they navigate the rest of the product from it.

Key pages

General is your home screen, and it sets the controls the rest of the product reuses. My Tasks shows the tasks you own. My Queue shows the operations in the work centres you manage. A “next up” list points at where to look first.

Operators open the dashboard to see what to start next. A planner sends a filtered queue view as a link. A Project Manager reads what they are tracking off the dashboard. A user who joins on Monday has a working home screen the same afternoon.

How this fits

Production

My Queue is the same operation data as the Queue List, filtered to the work centres you manage.

Tasks

My Tasks and the admin task health read straight from the Tasks module.

How everything connects

The data table, highlights, and roles are shared, so every module behaves the same way.

See it on your own data

Book a meeting and we will walk your Business Central environment and the module that would lead your rollout. If it is not a fit, we will say so.

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