A cashier starting a shift and an owner checking the week aren't asking the same question. The cashier wants to know what to do first. The owner wants to know how the business is doing. One page can't answer both well.
So your business's home page, the one the Dashboard link in the menu opens, has three views. It greets you by name at the top, and a switch under that greeting moves between the views.
| View | The question it answers | Who has it |
|---|---|---|
| My day | What am I doing today? | Every member |
| Operations | What needs attention in the shop today? | A role that can view tasks |
| Overview | How is the business doing? | Every member, with cards by role |
Tabs remembers the view you last picked and opens there next time. Where it opens the first time depends on your role, and is set out further down.
My day
My day is yours alone. It's built from your own shift and your own tasks, and it needs no permission.
A line under the greeting tells you where you stand. You're on at a store now, your next shift is at a store, or you're not on the roster today.
Then, from the top:
Your shift. The store, the hours, your duty and your supervisor. If you have no shift on now or in the next 24 hours, it says No shift today.
Three counts. How many of your tasks are open, how many are overdue and how many are blocked.
Do next. The one job to pick up now. Tabs chooses it for you: overdue work first, then the most urgent, then the nearest deadline. It shows the task's instructions, how to tell when it's done, its checklist if it has one, and a single button for the next step. When there's nothing left, it reads You're all caught up.
If you can't get on with it, press Something in the way? and say why. This is the same as Mark as blocked on the task's own page. The task moves to blocked and the next one takes its place.
Today's work. The rest of your open tasks, in the same order.
Needs help. Your blocked tasks, each with its reason. This card only appears when you have one.
Your shift's checklists. One sticky note for each checklist your shift was given: yellow for opening, green for during the shift, dark for closing. Tick the items off right there.
Handover. The note the shift before yours left at your store, and a box for your own note to the next shift. It shows when you have a shift on now or starting within 24 hours.
Coming up. Your next few published shifts.
A morning on My day
Blessing opens Tabs at 7:55am at the Surulere shop. The line under the greeting says she's on at Surulere now.
Her yellow opening note has five items. She counts the float, checks the fridge and ticks them off as she goes. The handover card says last night's shift left a customer's order packed under the counter for collection at 10.
Do next reads "Restock the drinks fridge before 9am", marked high. She presses Start, does it, and presses Mark as done. The next job slides up.
She never opened the Tasks page or the Roster. Everything she needed was on one screen.
Operations
Operations is the supervisor's view of today. It shows a role that can view tasks what's happening across the shop.
With more than one store, a store picker narrows everything on the page to one store. Today means today on that store's own clock.
Six counts run across the top: open tasks, tasks with no owner, overdue, blocked, due today and how many people are on the roster.
Under them, each card is a list to act on:
- Needs an owner. Tasks nobody has been given. If your role can manage tasks, each has an Assign button.
- Overdue. Work past its deadline, and by how much.
- Blocked. Tasks someone couldn't finish, with the reason they gave. This is the list to read first, because each one is a person waiting for you.
- Due before the day ends. What still has to happen today.
- Who's holding what. Each person's open tasks, with how many are in progress, overdue and blocked. It shows you who is overloaded before they tell you.
- On the roster today. Each published shift, earliest first, with a mark on whoever is on right now.
- Handover notes. What today's shifts wrote for the next.
The last two, and the roster count at the top, need a role that can also view the roster. Without it, the task cards still show.
Viewing tasks lets you read this page. Acting on it, by assigning or reassigning, needs a role that can manage tasks.
Each list shows its most pressing rows. If there are more, the card gives the full count.
Reading Operations: an example
It's 2pm on a Saturday. You're at home and open Operations for your Ikeja store.
Needs an owner: 2. Both are Fulfil order tasks, because nobody was rostered on Fulfilment duty this afternoon. You assign them to Amaka, who is on the roster and on now.
Blocked: 1. "Receive the drinks delivery", blocked by Chinedu at 12:40pm: "Truck came with no invoice, driver has gone back for it." Nothing for you to do, and now you know why the drinks aren't on the shelf.
Who's holding what shows Amaka with nine open tasks and two overdue, and Emeka with one. You move three of hers to him.
That took four minutes, and you didn't phone anyone.
Overview
Overview is the dashboard: revenue, orders, profit, stock value, what's running low. It's covered in full on the dashboard page.
It's offered to every member, and each card only shows to a role that can view what it's built from. So a cashier's Overview is a short page, and yours is a full one.
Two cards on it come from the work side:
- Work by store. For each store: open tasks, tasks with no owner, overdue tasks, blocked tasks, and whether anyone is rostered there today. Above the list, it tells you how many orders are still waiting to be handed over. This card has a permission of its own, for viewing the business overview. That permission adds this card. It doesn't decide who can open Overview, which every member can.
- On the roster today. Who is working, at the store you've picked or at all of them. It needs a role that can view the roster.
Which view someone lands on
The first time someone opens a business, Tabs picks for them:
- A role that can view the business overview lands on Overview.
- Otherwise, a role that can view tasks lands on Operations.
- Everyone else lands on My day.
After that it's whichever view they chose last. The view is also part of the page's address, so you can bookmark Operations or send a colleague a link straight to it.
Who sees what
| Permission on the role | What it adds |
|---|---|
| None | My day, and an Overview with only the cards the role can already see |
| View tasks | The Operations view |
| View the roster | The roster cards on Operations and Overview |
| View the business overview | The Work by store card, and landing on Overview first |
A role you create starts with none of these. The business owner has all of them. Set this under roles.
Getting the most from the home page
- Publish the roster. My day is built around a shift. Without one, it can only show tasks.
- Give tasks deadlines. Overdue and Due before the day ends are empty if nothing has a time on it.
- Start the day on Blocked. One unblocked task is often worth more than three new ones.
- Teach staff to use Something in the way. A task quietly not done looks the same as a task nobody has reached yet. A blocked one tells you what the shop needs.
What these views don't do yet
They show planned shifts, not attendance. Tabs doesn't yet record who clocked in, so On the roster today tells you who should be there.