Admins, Designers, and Dispatchers can manage day-to-day operations all in one place within the GoCanvas portal using Work Hub.

Table of Contents

In Progress

Upcoming

Submitted

Create Dispatch Button

Export Button

Filter & Search

Work Hub

Accessible from the left navigation in the Core View of GoCanvas, Work Hub is broken up into four separate tabs, each with their own specific purpose, as well as Dispatch functionality.

In Progress

The In Progress tab enables you to manage all ongoing assigned field work (e.g. Assignments, Dispatches, Workflows) in a table view. This table includes the following information:

• Form (i.e. form name)
• Name (i.e. submission name)
• ID (variable based on Task type)
• Assignee
• Created (i.e. created date)
• Scheduled (only for scheduled Dispatches)
• Status (e.g. “Assigned,” “Received,” “Unassigned,” "Overdue," or Workflow Handoff name.)

To learn more about the In Progress Tab, see, "Tracking Dispatches on the In Progress Tab."

Upcoming

The Upcoming tab enables you to see, schedule, and adjust all future dispatches in a Calendar View or List View. The features on this tab are:

• Toggle the calendar view to Day, Week, Month, or Team
• Filter by Forms 
• Filter by Dispatch Status
• Filter by user assigned to the Dispatch

To learn more about the Upcoming tab, see:

• Using the Upcoming Tab in Work Hub
• Create a Dispatch using the Calendar view on the Upcoming Tab

Submitted

The Submitted tab enables you to view, search, delete, download, email, and oversee all submissions in a table view. This table includes the following:

• Form (i.e. form name)
• Submitter
• Submission Name/ID
• Submission Date
• View or download the PDF (i.e. Standard, Designer, and/or Custom PDF if applicable)
• Click to send to a new recipient (i.e. send an email of the PDF)
• View submission integration responses (if applicable)

Unfinished

The Unfinished Tab is where it will be determined if the submission is complete enough to continue or if you want the user to re-sync when connected to the internet. This tab allows you to view:

• Form (i.e. form name)
• Submitter
• Submission Name/ID
• Submission Date
• Status (i.e. “Partial Sync”)

To learn more about the Unfinished tab, see, "How to use the Unfinished Tab in Work Hub."

Create Dispatch

The Create Dispatch dropdown is conveniently located on each page so you can quickly create dispatches from anywhere in Work Hub.

Create New

Opens the Create Dispatch page where you can create Immediate, Scheduled, and/or Repeat Dispatches.

Upload Dispatches

Opens the Import from spreadsheet page where you can download a sample .csv file and upload it to create Bulk Dispatches.

To learn more, please see the Dispatch Help Center section.

Export

On every tab of Work Hub, the Export button is located next to the Create Dispatch button. For either all forms or a specific form, export your Workflows and/or Dispatches during any date range. Completed submissions can also be included in the export by checking the box Include Submission Data. Complete the following fields to export data:

• Type (i.e. choose Dispatches or Workflows)
• Date Range
• Form (i.e. form name)
• Form Version

To learn more about exporting data from Work Hub, see:

• Export Workflows
• Exporting Dispatches
• View, Print, Download, or Export your Submissions

Filter & Search

Both the In Progress and the Submitted tabs have Filter and Search capabilities. Use the Filter for refining submissions by Date Range, Form Name, and Assignee or Submitter. Use the Search Bar for more narrow or specific queries.

To learn more about Filters and Search Work Hub, see, "Work Hub Search & Filter."