Buildxact

Article contents: Overview of the Buildxact Dashboard

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When you log in to Buildxact you will always land on your global Dashboard. The Dashboard is made up of three areas - 

- <a href="#h_83a371e21e">Reminders</a>
- <a href="#h_d385d643f1">Recent Items</a>
- <a href="#h_6d92c2045e">Schedule</a>

The reminders section lets you see your active reminders and add new reminders as needed. 

Set a new reminder by clicking the New Reminder button.

Snap back to today's date from anywhere in the calendar.

View your reminders by day, week or Month. 

The Settings menu lets you display all reminders, or just the ones that haven't been sent out.

1. Set a new reminder by clicking the New Reminder button.
2. Snap back to today's date from anywhere in the calendar.
3. View your reminders in list view.
4. View your reminders by day, week or Month. 
5. The Settings menu lets you display all reminders, or just the ones that haven't been sent out.

6. In recent items, view a list of estimates and jobs you've recently worked on. Click the link to be taken into any of your recent items straight from the dashboard.

The schedule will pull from all of your Jobs and provide you with a quick view of your global tasks. 

Click the below image to expand and view the Schedule.

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.

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

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

Snap back to today from anywhere in the calendar.

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

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.

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

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

Learn about your global dashboard and how it helps you keep your business on track.