Team Dashboard

The Team Dashboard allows you to get insight on the items for the teams you lead and the teams you are already actively involved with. This allows teams to collaborate on projects in real-time. Just like in the My Dashboard view, all the items your group is apart of will appear in a list format with additional features to the left. 

Note: For more information on how to add teams, please see the Create a Team article.

Navigating the Team Dashboard

A.   Navigate to the drop down options to the left of the screen under 'Team Dashboard'.

New_Team_Dashboard_2.0.2.PNG

B.  Select the drop down symbol next to a team name, in order to toggle between Teams of which you are a member.

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

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