Edition: Professional, Business, Enterprise
User-level: All
Previous steps: Dashboard Overview
The dashboard is a great place to easily see information that relates to you and what you are working on in Synergy. The tasks, to-do's and recent projects dashboard widgets will allow you to easily see what's due and what might need your attention.
Tasks
The tasks dashboard widget will show all of the tasks that have been assigned to you in projects.
It will also show information including:
The stage name
The project name
The due date of the task
The progress of the task
A play button which will start a timesheet timer
To change the view of the tasks due dashboard click on the dropdown menu on the top right and choose an option to filter by.
Views include:
Tasks all - all tasks that are assigned to you across all projects
Tasks over due - any tasks with a due date in the past that have not been completed
Tasks due today - any tasks that are due today that haven't been completed already
You can mark a task as complete directly from the widget by clicking on the '...' next to the task and choosing 'Mark as complete'
To-do's
The to-do's dashboard widget will show all of the to-do's that have been assigned to you in Notes on projects.
It will also show information including:
Due or overdue date/days
Project number and name
to-do content
You can edit a to-do directly from the widget by clicking on the '...' next to the to-do and choosing Edit.
Recent Projects
The recent project dashboard will show you any projects that you have made changes in. You can click on the project and it will take you directly to the project details page.
Where to next?
What other features does this relate to?