Using the Home Dashboard

Setup Assistant

Select your profile icon, then choose
User Preferences
.
Mark the checkbox to display the Setup Assistant, then select
Save
.
Select an item, and select
Mark as Complete
after you’ve completed it.

Staff Availability

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

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

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

Hidden widgets are represented by buttons placed at the bottom of the dashboard section. For example,

Show Staff Availability

represents the Staff Availability widget, when hidden.

When you are finished customizing your dashboard, select

Done

.