Dashboard (Home)

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Admin > Dashboard

HR > Dashboard

All modules have a dashboard to display important data. The Administrator Dashboard tracks important events and activities, not necessarily identified as a ticket or project or CRM activity.

1. Click the Admin module on the far right of the global navigation bar.
2. Click Admin Dashboard, the first selection on the local navigator bar on the left.

• My To Do List - A place to set reminders. For example: stop by HR and get benefit change form. Enter text, then click the calendar and set the date, or simply enter the word tomorrow. Press the Enter key on your keyboard to add the entry. To Dos created for a ticket display the name of the ticket along with a link. You can click the link to access the ticket immediately.
• My Notes - A quick summary of thoughts or ideas that you don’t want to forget during the day.
• News - Company news generated from the Admin module.

Sharing

If user has the rights, he or she can use the system to share information such as events, announcements, and news.

Removing My To-Do List Items

The user can remove items in the My To-Do List by clicking the red X in the Already Done tab and clicking on the red X. The user can reset the My To-Do List by clicking the yellow arrow, if an item was completed by mistake.

Deleting

The user can simply erase My Notes by highlighting the words and selecting delete on the keyboard.