documentation.consoltec.ca

How to personalize the dashboard

Owned by Consoltec editor
Last updated: Aug 15, 2023 by Consoltec editor
3 min read
#Article-1838776622

 

FlowFit-TMS > Dashboard view

 

Go to the FlowFit-TMS Dashboard view to access, edit and customize your widgets.

The dashboard allows the user to get a quick overview of his own workload or his team’s workload and have quick access to selected projects or tasks.
Basic information, such as the number of projects overdue, new, in progress, due today, urgent, ready, and more is available instantly. For convenience purposes, the dashboard can have multiple tabs with customizable names. New widgets can be customized with different filter configurations.

 

How to use widgets as shortcuts

 

  1. The Projects widget offers shortcuts to all projects you have access to

  2. The In Progress Projects widget offers shortcuts to all projects you have access to

  3. The My Projects widget offers shortcuts to projects for which you are the project manager

  4. The Projects widget offers shortcuts to all projects you have access to

  5. The My Tasks widget offers shortcuts to tasks assigned to you

  6. The Tasks widget offers shortcuts to all tasks of all projects you have access to

  7. The My Propositions widget offers shortcuts to tasks which you have proposed to resources

  8. The Propositions widget offers shortcuts to all proposed tasks of all projects you have access to

  9. The Quotes widget offers shortcuts to all quotes you have access to

  10. The Accepted and Refused Quotes widget offers shortcuts to all Accepted and Refused quotes you have access to.

How to use and personalize widgets

To view the workload of a specific column in a widget, click on the header of the column. A new window listing all tasks or projects opens.

To view the tasks or projects per status, click on the status. A new window listing all tasks or projects opens. For example, click on Tasks For Today to view all tasks due on that day.

To personalize the view, users can click on the Edit Mode button to remove, add or move columns, or add new tabs and widgets.

Note: It will not affect the layout of the other users. Once the changes are complete, click on Quit Editing.

 

How to add tabs and widgets in the Dashboard

 

  1. To add a new tab, click on the + sign, name your tab and click on the Save button.

  2. Once the tab is created, you can add any available widget in the application by clicking on Select.

  3. To edit a widget, click on the hamburger menu (sign) and edit the widget accordingly.

  4. The tab name can also be edited with a right-click on the tab name.

  5. Click on Quit Editing on the top-right corner in the toolbar to exit the editing mode and save your preferences.

Dashboard - FlowFit User Documentation - Confluence (atlassian.net)

documentation.consoltec.ca