{"id":10720,"date":"2021-03-16T14:48:34","date_gmt":"2021-03-16T14:48:34","guid":{"rendered":"https:\/\/firmbee.com\/?p=10720"},"modified":"2023-09-22T14:47:13","modified_gmt":"2023-09-22T12:47:13","slug":"dashboard-overview","status":"publish","type":"post","link":"https:\/\/firmbee.com\/dashboard-overview","title":{"rendered":"Dashboard overview"},"content":{"rendered":"<h2>1. Dash view<\/h2>\r\n<p>The following widgets are available from this place:<\/p>\r\n<ul>\r\n \t<li>to do,<\/li>\r\n \t<li>scheduled meetings,<\/li>\r\n \t<li>my meetings,<\/li>\r\n \t<li>submissions<\/li>\r\n \t<li>my notes,<\/li>\r\n \t<li>awarded collaborators,<\/li>\r\n \t<li>Upcoming payments-invoices,<\/li>\r\n<li>Upcoming payments- expenses,<\/li>\r\n<li>favorite projects,<\/li>\r\n<li>favorite HR profiles,<\/li>\r\n<li>favorite contacts,<\/li>\r\n<li>favorite candidates,<\/li>\r\n\r\n<\/ul>\r\n<p>The availability of widgets depends on the user&#8217;s privileges. The visibility of widgets can be changed in the Organization <strong>Settings\/Preferences\/Desktop\/Desktop Widgets tab. Simply toggle the switch to active\/inactive.<\/strong><\/p>\r\n\r\n<p><strong>Step 1.<\/strong><\/p>\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/firmbee.com\/wp-content\/uploads\/1-118-800x451.png\" alt=\"\" width=\"800\" height=\"451\" class=\"alignnone size-medium wp-image-63538 img-fluid\" title=\"\" srcset=\"https:\/\/firmbee.com\/wp-content\/uploads\/1-118-800x451.png 800w, https:\/\/firmbee.com\/wp-content\/uploads\/1-118-900x507.png 900w, https:\/\/firmbee.com\/wp-content\/uploads\/1-118.png 1863w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a>\r\n\r\n<strong>Step 2.<\/strong>\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/firmbee.com\/wp-content\/uploads\/2-44-800x451.png\" alt=\"\" width=\"800\" height=\"451\" class=\"alignnone size-medium wp-image-63540 img-fluid\" title=\"\" srcset=\"https:\/\/firmbee.com\/wp-content\/uploads\/2-44-800x451.png 800w, https:\/\/firmbee.com\/wp-content\/uploads\/2-44-900x507.png 900w, https:\/\/firmbee.com\/wp-content\/uploads\/2-44.png 1863w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a>\r\n\r\n<h3>Available buttons<\/h3>\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/firmbee.com\/wp-content\/uploads\/3-45-800x450.png\" alt=\"\" width=\"800\" height=\"450\" class=\"alignnone size-medium wp-image-63542 img-fluid\" title=\"\" srcset=\"https:\/\/firmbee.com\/wp-content\/uploads\/3-45-800x450.png 800w, https:\/\/firmbee.com\/wp-content\/uploads\/3-45-900x506.png 900w, https:\/\/firmbee.com\/wp-content\/uploads\/3-45.png 1858w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a>\r\n\r\nThe user can decide which actions he wants to display in the foreground and which he wants to hide under the <strong><em>other buttons<\/em><\/strong>. In the Dashboard configuration in the <strong><em>Dashboard buttons<\/em><\/strong> section click (<strong>enable<\/strong>) or unclick (<strong>disable<\/strong>) the name of the button. The user can also change the order by using the <strong>drag&amp;drop<\/strong> mechanism.\r\n\r\n<p><strong>Step 1.<\/strong><\/p>\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/firmbee.com\/wp-content\/uploads\/4-31-800x451.png\" alt=\"\" width=\"800\" height=\"451\" class=\"alignnone size-medium wp-image-63544 img-fluid\" title=\"\" srcset=\"https:\/\/firmbee.com\/wp-content\/uploads\/4-31-800x451.png 800w, https:\/\/firmbee.com\/wp-content\/uploads\/4-31-900x508.png 900w, https:\/\/firmbee.com\/wp-content\/uploads\/4-31.png 1859w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a>\r\n\r\n<strong>Step 2.<\/strong>\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/firmbee.com\/wp-content\/uploads\/5-27-800x447.png\" alt=\"\" width=\"800\" height=\"447\" class=\"alignnone size-medium wp-image-63546 img-fluid\" title=\"\" srcset=\"https:\/\/firmbee.com\/wp-content\/uploads\/5-27-800x447.png 800w, https:\/\/firmbee.com\/wp-content\/uploads\/5-27-900x503.png 900w, https:\/\/firmbee.com\/wp-content\/uploads\/5-27.png 1863w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a>\r\n\r\n\r\n<h2>2.Description of example widgets<\/h2>\r\n\r\n<h3>Issues<\/h3>\r\n<p>Upcoming users are displayed on the dashboard. Depending on the user permissions, in this section he will see his own issues, those of a group of users or those of your organisation.<\/p>\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/firmbee.com\/wp-content\/uploads\/6-22-800x451.png\" alt=\"\" width=\"800\" height=\"451\" class=\"alignnone size-medium wp-image-63548 img-fluid\" title=\"\" srcset=\"https:\/\/firmbee.com\/wp-content\/uploads\/6-22-800x451.png 800w, https:\/\/firmbee.com\/wp-content\/uploads\/6-22-900x507.png 900w, https:\/\/firmbee.com\/wp-content\/uploads\/6-22.png 1864w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a>\r\n\r\n<h3>To do<\/h3>\r\n<p>From here, the user can find a To do list.He can add his own items in the To do list or generate them from the existing issues. Items on the list can be moved by using drag&#038;drop. The list displays the following items:<\/p>\r\n\r\n<ul>\r\n \t<li>a checkbox which allows marking something as <strong><em>done<\/em><\/strong>,<\/li>\r\n \t<li>the content of the task,<\/li>\r\n \t<li>deadline\/button enabling to set a deadline,<\/li>\r\n \t<li>priority\/button enabling to indicate the priority,<\/li>\r\n \t<li>button to delete the task.<\/li>\r\n<\/ul>\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/firmbee.com\/wp-content\/uploads\/7-18-800x446.png\" alt=\"\" width=\"800\" height=\"446\" class=\"alignnone size-medium wp-image-63550 img-fluid\" title=\"\" srcset=\"https:\/\/firmbee.com\/wp-content\/uploads\/7-18-800x446.png 800w, https:\/\/firmbee.com\/wp-content\/uploads\/7-18-900x501.png 900w, https:\/\/firmbee.com\/wp-content\/uploads\/7-18.png 1858w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a>\r\n\r\n\r\n<h4>Adding and editing a task<\/h4>\r\n<p>To add an item, you have to click the <strong><em>Plus button<\/em><\/strong> in the box header. In the first place of the list, a text field will be displayed, where you can fill in the content of the task.<\/p>\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/firmbee.com\/wp-content\/uploads\/8-13-800x446.png\" alt=\"\" width=\"800\" height=\"446\" class=\"alignnone size-medium wp-image-63552 img-fluid\" title=\"\" srcset=\"https:\/\/firmbee.com\/wp-content\/uploads\/8-13-800x446.png 800w, https:\/\/firmbee.com\/wp-content\/uploads\/8-13-900x501.png 900w, https:\/\/firmbee.com\/wp-content\/uploads\/8-13.png 1858w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a>\r\n\r\n<h4>Marking an issue as done and reopening it<\/h4>\r\n\r\n<p>Clicking on the checkbox next to an item generates a <strong>Mark as executed.<\/strong> After that, an item disappears from the list.<\/p>\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/firmbee.com\/wp-content\/uploads\/9-11-800x446.png\" alt=\"\" width=\"800\" height=\"446\" class=\"alignnone size-medium wp-image-63554 img-fluid\" title=\"\" srcset=\"https:\/\/firmbee.com\/wp-content\/uploads\/9-11-800x446.png 800w, https:\/\/firmbee.com\/wp-content\/uploads\/9-11-900x501.png 900w, https:\/\/firmbee.com\/wp-content\/uploads\/9-11.png 1858w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a>\r\n\r\n<p>To display the completed tasks, you have to activate the <strong><em>show finished<\/em><\/strong> switch. When you change the status of the switch, previously completed items will be displayed in the checkbox with checked and crossed-out content. The user can reopen the task by clicking on the checkbox.issue to an item <em>to do<\/em> You can make an issue appear in the <strong><em>To-do list<\/em><\/strong> from different places of the system. When creating an issue, the option <strong><em>Generate to do<\/em><\/strong> is available.<\/p>\r\n\r\n<p><strong>Example 1.<\/strong><\/p>\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/firmbee.com\/wp-content\/uploads\/10-11-800x446.png\" alt=\"\" width=\"800\" height=\"446\" class=\"alignnone size-medium wp-image-63556 img-fluid\" title=\"\" srcset=\"https:\/\/firmbee.com\/wp-content\/uploads\/10-11-800x446.png 800w, https:\/\/firmbee.com\/wp-content\/uploads\/10-11-900x501.png 900w, https:\/\/firmbee.com\/wp-content\/uploads\/10-11.png 1858w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a>\r\n\r\n<strong>Example 2.<\/strong>\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/firmbee.com\/wp-content\/uploads\/11-13-800x597.png\" alt=\"\" width=\"800\" height=\"597\" class=\"alignnone size-medium wp-image-63558 img-fluid\" title=\"\" srcset=\"https:\/\/firmbee.com\/wp-content\/uploads\/11-13-800x597.png 800w, https:\/\/firmbee.com\/wp-content\/uploads\/11-13-200x150.png 200w, https:\/\/firmbee.com\/wp-content\/uploads\/11-13-900x671.png 900w, https:\/\/firmbee.com\/wp-content\/uploads\/11-13.png 1189w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a>\r\n\r\n<p>The issue subject and date, if it&#8217;s completed, are copied into the item. The content of the item in the <strong><em>to do<\/em><\/strong> contains a link to the full submission &#8211; clicking on the link, displays a task panel. Updating the date of a <strong><em>to do<\/em><\/strong> can only be done from within the details of this submission.<\/p>\r\n\r\n<p><strong>Example 1.<\/strong><\/p>\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/firmbee.com\/wp-content\/uploads\/12-7-800x688.png\" alt=\"\" width=\"800\" height=\"688\" class=\"alignnone size-medium wp-image-63560 img-fluid\" title=\"\" srcset=\"https:\/\/firmbee.com\/wp-content\/uploads\/12-7-800x688.png 800w, https:\/\/firmbee.com\/wp-content\/uploads\/12-7.png 819w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a>\r\n\r\n<strong>Example 2.<\/strong>\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/firmbee.com\/wp-content\/uploads\/13-8-800x587.png\" alt=\"\" width=\"800\" height=\"587\" class=\"alignnone size-medium wp-image-63562 img-fluid\" title=\"\" srcset=\"https:\/\/firmbee.com\/wp-content\/uploads\/13-8-800x587.png 800w, https:\/\/firmbee.com\/wp-content\/uploads\/13-8-900x660.png 900w, https:\/\/firmbee.com\/wp-content\/uploads\/13-8.png 1189w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a>\r\n\r\n<h4><em>To do<\/em> with the payment reminders<\/h4>\r\n\r\n<p>In the <strong><em>to do<\/em><\/strong> configuration (<strong>configuration<\/strong>\/<strong>preferences<\/strong>\/<strong>to do<\/strong>) you can enable automatic reminders about payment deadlines. To enable the function, turn on the switch <strong><em>to do<\/em><\/strong> with a reminder about an <strong><em>upcoming payment deadline<\/em><\/strong> for revenue and define when reminders should appear on your desktop.<\/p>\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/firmbee.com\/wp-content\/uploads\/14-10-800x311.png\" alt=\"\" width=\"800\" height=\"311\" class=\"alignnone size-medium wp-image-63564 img-fluid\" title=\"\" srcset=\"https:\/\/firmbee.com\/wp-content\/uploads\/14-10-800x311.png 800w, https:\/\/firmbee.com\/wp-content\/uploads\/14-10-900x349.png 900w, https:\/\/firmbee.com\/wp-content\/uploads\/14-10.png 1862w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a>\r\n\r\n<p>When this setting is enabled, a reminder task about the invoice payment will be displayed.The payment reminder is integrated with the revenue status. Submitting the payment for the invoice marks the task as completed.<\/p>\r\n\r\n<h3>My scribbles<\/h3>\r\n<p>In the next section, you will find a text editor for a personal scribbles. The content in the editor is automatically saved and remains in the editor until it is deleted by the user (by deleting the entered text an\/or overwriting it with new content).<\/p>\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/firmbee.com\/wp-content\/uploads\/15-7-800x403.png\" alt=\"\" width=\"800\" height=\"403\" class=\"alignnone size-medium wp-image-63566 img-fluid\" title=\"\" srcset=\"https:\/\/firmbee.com\/wp-content\/uploads\/15-7-800x403.png 800w, https:\/\/firmbee.com\/wp-content\/uploads\/15-7-900x453.png 900w, https:\/\/firmbee.com\/wp-content\/uploads\/15-7.png 1818w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a>\r\n\r\n<h3>Favorite projects\/Favorite HR profiles<\/h3>\r\n<p>Here you can see a list of projects and HR profiles marked with an <strong><em>asterisk<\/em><\/strong> as favorites.<\/p>\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/firmbee.com\/wp-content\/uploads\/16-5-800x453.png\" alt=\"\" width=\"800\" height=\"453\" class=\"alignnone size-medium wp-image-63568 img-fluid\" title=\"\" srcset=\"https:\/\/firmbee.com\/wp-content\/uploads\/16-5-800x453.png 800w, https:\/\/firmbee.com\/wp-content\/uploads\/16-5-900x509.png 900w, https:\/\/firmbee.com\/wp-content\/uploads\/16-5.png 1857w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a>\r\n\r\n<h3>6. Overdue payments<\/h3>\r\n<p>This section displays a list of upcoming and overdue payments for expenses and revenues.<\/p>\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/firmbee.com\/wp-content\/uploads\/17-7-800x326.png\" alt=\"\" width=\"800\" height=\"326\" class=\"alignnone size-medium wp-image-63570 img-fluid\" title=\"\" srcset=\"https:\/\/firmbee.com\/wp-content\/uploads\/17-7-800x326.png 800w, https:\/\/firmbee.com\/wp-content\/uploads\/17-7-900x366.png 900w, https:\/\/firmbee.com\/wp-content\/uploads\/17-7.png 1862w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a>","protected":false},"excerpt":{"rendered":"1. Dash view The following widgets are available from this place: to do, scheduled meetings, my meetings, submissions my notes, awarded collaborators, Upcoming payments-invoices, Upcoming [&hellip;]","protected":false},"author":26,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[412,448],"tags":[426,427,417],"class_list":["post-10720","post","type-post","status-publish","format-standard","hentry","category-help-center","category-dashboard","tag-dash","tag-desktop","tag-tutorial"],"acf":{"faq":null,"seria_wpisow":"","tytul_w_serii":"","":"","naglowek_spisu_tresci":"","spis-tresci-lista":null},"_links":{"self":[{"href":"https:\/\/firmbee.com\/wp-json\/wp\/v2\/posts\/10720","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/firmbee.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/firmbee.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/firmbee.com\/wp-json\/wp\/v2\/users\/26"}],"replies":[{"embeddable":true,"href":"https:\/\/firmbee.com\/wp-json\/wp\/v2\/comments?post=10720"}],"version-history":[{"count":14,"href":"https:\/\/firmbee.com\/wp-json\/wp\/v2\/posts\/10720\/revisions"}],"predecessor-version":[{"id":63573,"href":"https:\/\/firmbee.com\/wp-json\/wp\/v2\/posts\/10720\/revisions\/63573"}],"wp:attachment":[{"href":"https:\/\/firmbee.com\/wp-json\/wp\/v2\/media?parent=10720"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/firmbee.com\/wp-json\/wp\/v2\/categories?post=10720"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/firmbee.com\/wp-json\/wp\/v2\/tags?post=10720"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}