Your personal dashboard will appear when you first login to AchieveIt. This dashboard is custom-tailored to each individual user, showing a list of items you are responsible to provide updates for. You can also review items that you are a member of, and if you have admin privileges you'll have options to review what items you have assigned to others.
If you are within another view of AchieveIt, you can always go back to your My Dashboard view by clicking the 'Dashboard' drop-down menu and selecting 'My Dashboard':
Here is the My Dashboard view in AchieveIt:
Customizing Your View
The default view within my Dashboard is items that are assigned to you. To review other options, select the drop-down symbol next to the 'Assigned To You' header:
You can also review any past due items or items due in the next 7 or 30 days, in the 'By Due Date' section.
The ‘By Status’ filter allows you to select which statuses you'd like to see. For example, you could use this to view only Off Track and At Risk items.
- Not Started
- On Track
- Off Track
- At Risk
- Not Achieved
See what plans your items belong to in the 'By Plan' section.
If your items have any tags, you will be able to see them in the 'By Tag' section.
To customize what information about your plan items displays on your Dashboard, select the 'Show/Hide Columns' in the top right-hand corner of your list:
This features allows you to customize which columns you want to see on the page.
Making Progress Updates from My Dashboard
You are also able to make updates from this page. To make an update, click on the item name that you want to update.
A pop-up menu will appear with the plan item's full details. Look to the item timeline on the left hand side for an outstanding update request:
Select the appropriate status from the drop-down menu, a current metric value if applicable, and your commentary on progress. Then click the 'Submit' button in the bottom right-hand corner.