The Dashboard

Your dashboard shows “all your stuff in one place”. If there are several projects with various tasks assigned to you, each one is listed on your dashboard.

  • Use filters to instantly sort your tasks into your preferred views.
  • Plus, the many dashboard view options (detailed below) also give you control over which tasks you see – offering you better focus.
  • You can “Drill down” into any task on your dashboard by clicking on it. This opens the task allowing you to edit it etc).


Your Dashboard View Options

There are various view options available to you on your dashboard.


Activity Stream

This helps you track what people are doing. It shows the latest actions by your team on any task you created or are assigned or are watching.

Show things I’ve done

Is useful for finding things you’ve done recently – for example you may want to change a task you created recently.


My Tasks

Shows tasks assigned to you, tasks that you have created and tasks that you have assigned to others.

View these over defined periods eg Due Today / Tomorrow / This Week / Overdue


My Team

Shows task assigned to others.

Use the Filter People link to set which Team Member’s tasks are displayed. (You can select more than one person at the same time).

You can view these over defined periods eg Due Today / Tomorrow / This Week / Overdue


By Project

Shows tasks broken down by Project.

Use the Filter Project link to set which Projects are displayed. (You can select more than one project)

You can view these over defined periods eg Due Today / Tomorrow / This Week / Overdue

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