Using Filters in “My Dashboard” and “Project Dashboard”

This guide provides essential tips for effectively navigating and utilizing the filtering options in “My Dashboard,” allowing you to streamline your workflow. By learning how to customize your view and filter items by type or urgency, you can quickly access relevant tasks and manage your responsibilities more efficiently. Additionally, the keyword search feature enhances your ability to find specific items, saving you time and effort. Viewing this guide will empower you to take full advantage of the dashboard’s capabilities for better organization and productivity.

Steps:

• Select your dashboard view in the first drop-down selector in “My Dashboard.” The project view can show many different things including all open items in all the projects you are part of and just your open items.

• Filter your dashboard by item type (e.g., Submittals, RFIs, PCOs).

• Click “Only Awaiting My Attention” to show items currently in your court, or select “Only Overdue” to show items past their due date.

• Use the Dashboard Keyword Search field to find items. Typing a word or search term will bring up all items containing it.