Main Dashboard
The Main Dashboard is the first screen you see when you log on, and it contains three sections: Alerts, Widgets, and Tasks.
Alerts
The highlighted section displays any important actions or notifications sent to you. The alerts box displays only if you have any pending alerts. You will see a Show More link if you have three or more entries in your alerts box.
Click the alert link to display the screen on which you need to complete a task.
Click to dismiss the alerts box and add more screen space to view dashboard widgets. To toggle back and view your alerts once more, click the Alerts button.
Widgets
Widgets are the tables and graphs of summary data displayed on the Dashboard. You can add widgets to the Dashboard and order them as you wish. The widgets available to you are based on your role in the organization and the features that your firm uses.
Tasks
- An Assignee, or the individual responsible for completing the task;
- A Principal, or the individual who needs to ensure that the task is done; or
- A Follower, someone who has an interest in seeing the task finished, but is not responsible for completing it.
- Related Topics:
- Add New Widgets
- My Tasks
This screen displays all the tasks associated with your user record, whether your role is as Assignee, Principal, or Follower.