Remote Dashboard

The remote dashboard is what a remote member sees after signing in. It shows the orders, tasks and tickets assigned to them, in the agency’s own branding.

Overview

This guide covers the dashboard page: the cards, the date filter and the panels below them. Other guides in this topic cover signing in, My Assignments, Task Assign and your profile.

Who Can Access

Remote members, after their agency adds them. What appears on the dashboard and in the menu depends on the remote role the agency gave them.

Step-by-Step Guide

1. Open the dashboard

   The dashboard opens after you sign in. You can return to it any time with Dashboard in the menu. It greets you by name and shows your role and workspace.

2. Pick a period

   Use the date filter at the top right: All Time (the default), Today, Last 7 Days, Last 30 Days, This Month, Last Month or Custom Range. Click Reset to go back to All Time.

3. Read the cards

   The cards count your own work for the chosen period. Which cards you see depends on your role.

   

4. Check the panels

   Below the cards, panels list your latest assigned orders, the task progress on those orders, a breakdown of orders by status, a chart of your tickets and your latest assigned tickets. Use View All on a panel to open the full list.

   

5. Jump somewhere

   Quick Links at the bottom has shortcuts to the pages your role can open, such as Orders or My Assignments, Tickets, Task Assign, Todo Lists, Team Messenger, Notifications and My Profile.

   

What the Cards Count

Good to Know

• The remote dashboard uses the same layout as the team dashboard. Only the menu and the data differ.
• Your remote role can include far more than assignments. If your agency allows it, you may also see Clients, Invoices, Services, Reports and other pages.
• The Assigned Orders table always shows your newest open orders, whatever period you pick.

Frequently Asked Questions