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Setup

Using the Home Dashboard

The Home Dashboard provides a setup assistant and widget sections. You can customize their display and arrangement to suit your needs.

Setup Assistant

The Setup Assistant appears automatically on the Home Dashboard for your firm’s primary Onvio administrator, and guides them through initial setup. However, any staff member can enable the assistant.
  1. Select your profile icon, then choose
    User Preferences
    .
  2. Mark the checkbox to display the Setup Assistant, then select
    Save
    .
  3. Select an item, and select
    Mark as Complete
     after you’ve completed it.

Staff Availability

This widget lets you see the current status of the firm's staff.
  • Change your own status by selecting the status menu after your name.
  • In the
    All Staff
     tab, create a custom list of staff by selecting staff members, who will then appear in the Favorites tab.
  • Select an envelope to open a new email message in your default email application, addressed to the relevant staff member.

My Assignments

This widget shows your open project assignments. If your firm is licensed for Firm Management Advanced, your tasks are displayed, too. You can view each assignment's status, due date, target complete date, and more.
  • Change a project's status (or a task's status, if applicable) using the Status column to select a different status item.
  • Modify a project with
    Edit
    .
  • Add a comment to a project with
    Comment
    .
  • If a project is associated with an Onvio application, open the project in that application by selecting the project description.

Time Recap

Use this widget to view a recap of your time entries for a selected date range.
  • Choose one of the pre-set date ranges or create a custom date range.
  • Select
    Billable
    ,
    Nonbillable
    ,
    Administrative
    , or
    Total Hours
     to view detail about each time entry that's included in the summary amount.

Customize the Home Dashboard

You can customize the Home Dashboard by reordering the dashboard sections and rearranging or hiding widgets.
To customize your view, select
Edit
 to open an edit mode. Then select and drag items to rearrange them, or select
Options
 on a widget and choose
Hide
 to hide it.
Hidden widgets are represented by buttons placed at the bottom of the dashboard section. For example,
Show Staff Availability
 Show Staff Availabilityrepresents the Staff Availability widget, when hidden.
Hiding widgets can improve the performance of the Home Dashboard.
To reorder dashboard sections, select and drag a section heading in the left column to a new position. Select
Hide
 to hide an entire section from the dashboard.
When you are finished customizing your dashboard, select
Done
 Done.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Setup
  • Audiences: Staff