How to add a Dashboard to your menu items in the Incontrol app?

Learn how to add a Dashboard to your menu items in the Incontrol app to quickly access your most used features.

Starting from version 4.14, you can add a Dashboard to your menu items in the Incontrol app on your iPhone and iPad. This Dashboard provides direct access to your most used features within a single screen, allowing you to work more efficiently and personalize the app to your preferences.

Note: this feature is currently only available for iPhone and iPad users.

How to set up the Dashboard:

  1. Go to the app settings.
  2. Enable the Dashboard.
  3. Click on 'Dashboard widgets'.
  4. Select which features you want to see in your dashboard:
    • Favorite forms: Your favorite forms in one place.
    • Most recent forms: The most recently used forms with open drafts.
    • Open drafts: The most recently edited drafts.
    • Completed documents: The most recently completed documents.
    • My Cases: Cases assigned to you.
    • My tasks: The most recent upcoming tasks.
  5. Click on ‘More’ to access the dashboard.
  6. Want the dashboard directly accessible from the menu bar? Check out this article to learn how to set it up.

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Need help?

If you have any questions or need assistance setting up your Dashboard, please don't hesitate to contact our customer service. We are always here to help!

We hope this new feature helps you work more efficiently with Incontrol. Good luck!