Add dashboard with upcoming tasks to Mifos 'Home' tab

Description

During User Meetup, Miguel requested the following functionality:

Some additional feedback from user meetup was interest for a separate feature around display of upcoming tasks for staff:

Instead of dashboard for key indicators

  • Clients are used to having systems that have alerts regarding clients which client has paid today, which client is in arrears

    • Active tasks that users must do for that specific day.

    • Nayan has developed a Chrome Plug-in based on logged in user - get a dashboard of disbursements/collections for the day

  • Miguel - thinking about doing it based on reports - instead of client having active tasks

    • Have access to reports to indicate which active tasks he will have on that day.

    • Nayan: what are these active tasks?

      • For loan officer - disbursements and collecting repayments

  • Current plug-in when someone logs in - gives them today's disbursements and today's repayments in the homepage

    • Action: Nayan will share with that with Miguel.

    • Action: Miguel to create issue with more data

Environment

None

Assignee

Unassigned

Reporter

Miguel Joia Santos

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Team

Core

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