Main Dashboard

The Main Dashboard is the first screen that 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 again.

Widgets

Widgets are the tables and graphs of summary data that are displayed on the Dashboard. You can add widgets to the Dashboard and display them in any sequence. The widgets available to you are based on your role in the organization and the application features that your firm uses.

Tasks

Tasks are action items that employees must complete on or before a specific date. Users who are associated with a Task are referred to as "stakeholders."

As a stakeholder, you can have one of the following designations:
  • Assignee: This is the person who is responsible for completing the task.
  • Principal: This is the person who needs to ensure that the task is done.
  • Follower: This is a person who has an interest in seeing the task finished, but is not responsible for completing it or for ensuring its completion.