Admin Dashboard

Introduction

Path: Admin > Admin Dashboard

All modules have a dashboard to display important data. The dashboard gives a bird's eye view of activities for a given period. The Home, Reports, HR and Admin Dashboards track important events and activities (which may include ticket, project or CRM activities among others). The dashboards of other modules, in addition to their unique widgets, include the administrative widgets shown below with the exception of the new Service Desk dashboard.
admin_dashboard1.PNG

Using widgets

My To-Do List

This is a widget to set reminders. 

  1. For example, "Develop marketing flier for John."
  2. Enter text, click the calendar and set the date, or simply enter the word tomorrow.
  3. Press Enter key on your keyboard when in the date field to add the entry.

You can also create to-dos via a ticket. When you create a to-do for a ticket, the to-do will show the note and the ticket number along with a link. You can click the link (the blue button with the number) to access the ticket immediately. To mark all to-dos as completed at once, click Mark all as done. To mark an individual to-do as completed, click the checkbox next to the to-do you want completed.

admin_dashboard2.PNG

When a to-do is marked as completed, it will then move to the Already Done tab.

admin_dashboard3.PNG

  • To delete the completed to-do, click the red delete button on the far right.
  • When a to-do was completed in error, click the redo button on the far right. This will move the to-do back to the My To-Do list.

My Notes

This is a small widget to add thoughts or ideas that you do not want to forget during the day.

admin_dashboard4.PNG

To delete the notes, highlight the text and click Delete or Backspace in your keyboard.

News

The News widget displays company news created by a system administrator from the Admin module. The admin can decide which modules' dashboards can display this news. The news would initially appear in a contracted form as shown in the first image below. To see the entire news, click Read More. The entire news will appear in a separate window as shown in the second image below. For more information on how to set up company news, see the topic My Company - Part 2.


Message Board

The Message Board widget appears only when a specific message type has been created by the administrator. In all other cases, only the News widget will be displayed.