Project Dashboard: Overview
This article provides an overview of the new Mobile-Friendly Project Dashboard. Know at a glance how much outreach has occurred, how many candidates have been added, where in the process your candidates are and communicate with ease across stakeholders through the headline or notes sections.
To access the Project Dashboard, click "Projects" in the main menu. Select a Project and then Click "Dashboard" within the submenu.
The Headline section is the top level status of a Project. This is where you will communicate to your Client or across team members; it sets the stage for that weeks status report meeting or where the project is in a given moment.
The Outreach section will be shown in your Dashboard and will show a numerical overview of notes with a type setting that is in the outreach category. Detailed instruction can be viewed here.
The Project Summary section shows an overview of your Candidate's status. Detailed instructions can be viewed here.
The Candidates Added section gives an overview of Active and Added candidates in a bar chart. Detailed instructions can be viewed here.
The In Process and Out Sections show a count and percentage of the total Candidates with In Statuses and Out Statuses respectively. Detailed instructions can be viewed here.
Task cards show which Task have been assigned to you and others per project. The Task card has a Filter to sort by the Task types for an easier search.
The Research Criteria that can be found in your Position View reflects in your Dashboard. Sort your candidates by the ranking. Detailed instructions can be viewed here.
The Color Category can be selected for each candidate in Grid View. In your Project Dashboard, the Color Category card allows the option to name each color so your team is unified about what ach color means. Detailed instructions can be viewed here.
You can toggle ON/OFF the entire dashboard or each section individually for Users and Clients using the Visibility Settings. If a Section is marked as visible for Clients then a green dot will appear next to the Section Header. Detailed instructions can be viewed here.
Customize Home Dashboard
Users can customize the Project Dashboard cards by clicking on the customize icon in the upper-right corner, below your Profile icon.
Note: Your card movement is true across all projects and tied only to you.
After clicking to customize, each card will show a reorder icon where users can grab and drag a card to replace it in a new position.
*Note: The ellipses icons help resize the dashboard cards.
Once you move your cards to your desired positions, you can either Save the order or click Cancel and the cards will revert back to its original placements.
Download Dashboard
You can download the Project Dashboard in order to share seamlessly with Clients and other Users.
The Project Dashboard can be downloaded in Firm or Client View. Once you decide on the view of the dashboard then you choose the format of the download (PDF or JPEG). Then click "Download".
The Project Dashboard will display a quick preview before the download begins. 