My Dashboard

Your personal dashboard will appear when you first login to AchieveIt. This is where you can quickly and easily provide updates to all the items you are responsible for. You will be able to see the items that you are assigned to or are a member of – as well as what items you have assigned to others. 

Navigating My Dashboard

A.   Navigate to the drop down options to the left of the screen under ‘My Dashboard’

My_Dashboard_page.png

B.  Select the drop down symbol next to 'Assigned To You' – in order to toggle between items that are assigned TO you and assigned BY you.

My_Dashbaord_Options.png

C.  You can find the past due items or items due in the next 7 or 30 days, in the 'By Due Date' section.

By_due_date.png

 

D.  The ‘By Status’ filter allows you to select which statuses you'd like to see. For example, you could use this to view only late or pending updates. 

Statuses include:

  • Not Started
  • On Track
  • Off Track
  • At Risk
  • Achieved
  • Not Achieved
  • Canceled

By_status_light.png

E.   See what plans your items belong to in the 'By Plan' section.

By_Plan.png

F.  If your items have any tags, you will be able to see then in the 'By Tag' section.

By_tag.png

G.  At the top of the screen, you have the option to 'Show/Hide Columns'.

Show_Hide_Columns.png

This features allows you to customize which columns you want to see on the page.

Show_Hide_Columns_options.png

H.  You are also able to make updates from this page. To make an update, click on the item name that you want to update.

My_Dashboard_Plan_Item.png

The item card will open. Click 'Update Status'. Enter your status, then click the navy blue 'Update Status' button to submit the status. 

Update_Status_My_Dashboard.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.