Audience: Builder

Read time: 5 min

Article contents: Overview of new features


Introducing the new look for the dashboard. The new look dashboard is split into 3 key areas.

  1. Reminders

  2. Recent Items

  3. Schedule

We've separated the view to show your reminders and schedule on different tabs to improve clarity in this screen. You now can quickly sort through your job tasks and your reminders in the two different sections and customize how you see your data via lists or how far out the calendar looks.

Click the below image to expand and view the Dashboard.

Image of new look Dashboard


Reminders

With the new reminders section, you can quickly see your active reminders and add new ones as well.

Click the below image to expand and view the Reminders.

  1. You can change how to view your reminders either by monthly, weekly, or per day. You can also select the list view.

  2. In the settings menu, you can choose to display either all reminders, or only the ones that have not been sent out yet.

  3. Quickly add a reminder to your schedule straight from the dashboard.

  4. Snap back to today from anywhere in the calendar.


Recent Items

In recent items, we show a list view of your recently worked on estimates and jobs. You can click the link to quickly be taken into any of your recent items straight from the dashboard.


Schedule

Now that the schedule has been separated on the dashboard, we can show your tasks and jobs much like how you see it in your Jobs already. The schedule will pull from all of your Jobs and provide your a quick view at your global tasks.

Click the below image to expand and view the Schedule.

  1. You can filter the schedule to either show your tasks listed by their Job or by their resource (who it is assigned to). You can use this feature to quickly see what jobs you have running or how busy your resources are in a given time period.

  2. Quickly change how far out the calendar view looks. You can choose between Day, Week, 2 Weeks, or Monthly views.

  3. You can now print out either a PDF or Image file with your global schedule.

  4. Snap back to today from anywhere in the calendar.

  5. This shows which job/resource the tasks below belong to.

  6. These tiles are your actual tasks pulled from your active jobs. You can click these to open up a quick summary of the item.

    1. You can click here to quickly edit your tasks from the dashboard.

    2. This will take you straight into the associated job onto the Schedule tab.

For any other questions on this new feature, reach out to our support team.

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