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Learn how the My tasks, Teams tasks and Dashboard area works
How to use the My Tasks area
My Tasks is located under the Home Screen it's designed to help you focus on the tasks that were assigned specifically to you or that aren't assigned to any user in particular. Here you can also add new tasks and group them by Project, Due date, and Priority, or leave them Ungrouped. Tasks can be filtered by Project Name, Status,
How to use Team's tasks
The Team's Tasks area gives you a birds eye view of what your team is working on. Tasks can be viewed in a List, Table and Board view. The List view allows you to group tasks by Projects, Due date and Priority. On top of that you can use various filters to see only the tasks you're interested in. The Table view comes with th
What is the Dashboard?
The Dashboard is a live stream of data from all the projects, clients, invoices, milestones and more in one place. It’s a good way of getting an overview of what you and your team are working on. You can easily check if the billable vs non billable ratio is how it should be, if users are tracking their time, if your milestones are completed on time, and if clients have paid their invoices. !(https://storage.crisp.chat/users/helpdesk/website/d774d
What’s all that information on the Dashboard?
You can select what to display on the Dashboard by clicking on Your name (bottom left corner) → Apps and check/uncheck the desired options. The order of the Dashboard plugins can be changed by using drag and drop both in the Apps section or directly from the Dashboard. Finance plugin – contains information regarding the
What do users see on their Dashboard?
This is limited by the type of user. An admin will see the data for the entire company, there are no restrictions. A project manager will only see the data related to the projects he manages, that means he will see Milestones, Time tracked by the users he manages & his own time entries, This month and Previous Month widget, Active projects and Top projects. !(https://st