FAQ
Accounts, notifications and more answers to the most frequently asked questions!
WorkDo_FAQ
Dashboard
FAQ-ID：1100
What is the Dashboard for? What are the benefits of using the Dashboard? Well, in a way, you can think of the Dashboard as your personal assistant or secretary; it always shows you items that await your decisions and replies, so in case you forget a thing or two in your hectic schedule, it will help you focus on things that require your attention!
Dasboard
The main design focus of the Dashboard is to save users’ time by organizing a to-do list for everyone, so users can quickly grasp what is happening in the workplace, and get an outlook on the things they need to do to manage their time and resources accordingly.
There is a Dashboard for each workplace, as well as the WorkDo Network and your Private Space, it reminds you of things that you need to pay attention to, making it the perfect assistant for users!
- Workplace Dashboard: View all workplace, groups and buddies items pertaining to you.
- WorkDo Network Dashboard: View group and buddy items of clients, suppliers and partners pertaining to you.
- Private Space Dashboard: View items of things that you reminded yourself of.
The Benefits of Dashboard
- An automated to-do list that help you keep track of things.
May it be the Dashboard Wall, Calendar, 8 basic tools, Workflow or Leave Overview, the Dashboard tells you all in a neatly and organized fashion, so you can immediately assess the priorities and resources. - All things that pertain to you.
When things get hectic, you may be bombarded with notifications, some may be important to you, some may not be as important, but the Dashboard will help filter items that do not require your actions, so you can put your energy and focus where they matter. - Customizable Dashboard display.
You may customize your Dashboard to your likings. Simply, long-press on an icon to initiate the customization process. Select tools and items you’d like to see on the Dashboard and hide the ones you don’t, then drag and drop to change their order.
Enter the Dashboard Screen
Plan：All plans
Permission：All users
Interface：AppWeb
Steps：
App
- Switch to workplace, WorkDo Network or Private Space.
- Click the Dashboard button on the bottom of the screen.
Web
- Switch to workplace, WorkDo Network or Private Space.
- Click the
icon to enter the Dashboard Wall then click on the tools or items to view its details.
Reminder
- The Dashboard automatically gathers items, posts and request forms that pertain to the user, as such, it is normal that everyone’s Dashboard differs from one another.
Relevant Questions
What is the difference between Wall and Dashboard Wall?
Customize the Dashboard tools and order.
A personalized Dashboard Calendar just for you.
What is All Upcoming on the bottom of the workplace list?
Who is allowed to search or view my posts?
Can I batch-approve request forms?
What is WorkDo Network?
WorkDo Network, Workplace, Private Space, what are they?
What does the “Do” button do?
WorkDo web general navigation.
WorkDo app general navigation.
FAQ-ID：1101
There are tools I rarely use, can I set the tools I want to use in the Dashboard?
Of course! Users can customize the Dashboard to their liking and choose the tools and shortcuts they want in the Dashboard.
May it be the Dashboard Wall, Calendar, 8 basic tools, Workflow or Leave Overview, the Dashboard tells you all in a neatly and organized fashion, so you can quickly assess the priorities and available resources.
By default, the Dashboard Wall, Announcements, Notes, Files, Albums and Links are locked because they are frequently used, but the reset of the tools and shortcuts are completely customizable. Now, you may follow the steps below to customize your own dashboard.
Dashboard Customization
Plan：All plans
Permission：All users
Interface：AppWeb
STEPS | App
- Switch to workplace, WorkDo Network or Private Space Dashboard.
- Long-press a tool icon enter into the setting screen.
- Select the tools you want to use and hide the ones you don’t.
- In the setting screen, press and hold a tool icon then drag and drop to change the order.
- Click Done on the upper-right-hand corner to finish.
STEPS | Web
- Switch to workplace, WorkDo Network or Private Space Dashboard.
- Scroll down to the bottom of the tool list and click Custom Dashboard.
- Select the tools you want to use and hide the ones you don’t.
- In the setting screen, press and hold a tool icon then drag and drop to change the order.
- Click Save to finish.
Reminder
- Every user could customize their Dashboard to their own preference and it does not affect other users.
- The Dashboard automatically gathers items that pertain to the user, as such, it is normal that everyone’s Dashboard differs from one another.