Dashboard module
In the Dashboard module, you can quickly review and manage your work in XTRF. With a customized dashboard, you don’t need to search through the Home Portal: all that’s important to you is displayed in one place.
You can create your own dashboard in the Dashboard tab or use the predefined tabs for classic projects and quotes in the Classic Dashboard tab.
Dashboard tab
If you enter the Dashboard module for the first time, you will see the empty space, ready to be filled with personalized widgets. Click the Edit Dashboard button to start creating your own workspace.
In the edit mode, you can give your dashboard a personalized name.
To fill your personal dashboard with useful information, click the Add Widget button. The Add Widget pop-up window appears with four different widget types.
Filtered Records widget
Use this widget to display a number of specific items, for example, a number of potential clients you want to keep contact with:
Click the Add button next to the Filtered Records in the Add Widget window. The new widget appears on the dashboard.
Give this widget a title.
Select a scope from the drop-down menu.
Select the view to get the number of entities listed in it. At the bottom of the widget card, you can see its preview.
Click the Apply button.
The widget is now visible on your dashboard. Click the icon to edit or the icon to delete it.
Click the Save Changes button.
In the Choose an existing view drop-down list, you can see only the views that are already created in XTRF and shared with your user group. However, you can add a custom view in every scope. To learn how to do this, see the Smart Views - Create a new smart view article.
Smart View Widget
Use this widget to have a quick look at the different views you have in your Home Portal.
Click the Add button next to the Smart View in the Add Widget window. The new widget appears on the dashboard.
Give this widget a title.
Select a scope from the drop-down menu.
Select the view that you want to be displayed on the dashboard. At the bottom of the widget card, you can see its preview.
Click the Apply button.
The widget is now visible on your dashboard. Click the icon to edit or the icon to delete it.
Click the Save Changes button.
Total Sum widget
Use this widget to display the total values of a chosen column, for example, the sum of all unpaid client invoices.
Click the Add button next to the Total sum in the Add Widget window. The new widget appears on the dashboard.
Give this widget a title.
Select a scope from the drop-down menu.
Select the view with the desired column.
Select the column. At the bottom of the widget card, you can see its preview.
Click the Apply button.
The widget is now visible on your dashboard. Click the icon to edit or the icon to delete it.
Click the Save Changes button.
Website embedded widget
Use this widget to display the content of useful websites or pages.
Due to security issues, only the URLs with the ‘https://’ prefix can be displayed.
Some websites cannot be embedded. This depends entirely on the embedded website and cannot be changed by XTRF. Please consult the website owner to allow frame embedding.
Click the Add button next to the Website embedded in the Add Widget window. The new widget appears on the dashboard.
Give this widget a title.
Provide the URL of the desired website.
Click the Apply button.
The widget is now visible on your dashboard. Click the icon to edit or the icon to delete it.
Click the Save Changes button.
Manage the Dashboard
You can add several widgets of the same type and place them on the dashboard according to your needs and preferences.
Click on the Layout drop-down menu to select the number of widget columns.
To move a widget, click on it and drag it to another location.
Save the changes.
Your dashboard is ready to help with your everyday tasks.
Classic Dashboard tab
The Classic Dashboard consists of four predefined blocks: Open Projects, Files, Quotes, and Notes.
Open Projects tab
In the Open Projects tab, you can revise and access all currently active projects. Use the filters at the top to narrow down the displayed results.
Check the Show Closed Task from Open Projects box to display all tasks, even the closed ones.
Use the Expand All or Expand to Task buttons to expand all projects.
In the Open Projects table, you can:
Expand a project to a task, a job, or a receivable by clicking the icon.
In the Project / Task / Job or Receivable column, click on the project, task, job, or receivable to be directed to this project, task, job, or receivable display, respectively (for Classic projects). For Smart projects, you will be directed to the project’s display.
In the Client / Vendor column, click on the Select Vendor button to open the Select Vendor Price Profile pop-up window.
In the Status column, change the job statuses by clicking the or icons.
In the Total Agreed column, click on the Add Receivable button to open the Task Receivable pop-up window or Add Payable button to open the Job Payable pop-up window.
In the Deadline column, click on the Select deadline or Select deadline for tasks buttons to open the Select deadline pop-up window for the selected project, task, or job.
Check the project’s notes in the Dashboard Note column. To learn how to create a dashboard note, see the Classic projects - Add a project - Step 8.b. article.
You can also edit the Open Project default view or create a new one. To learn about adding and editing views, see the Classic views article.
Files tab
In the Files tab, you can quickly access the files attached to a currently active classic project or assigned to a certain project manager.
From the Project Manager drop-down list, select the project manager in question.
From the Project drop-down list, select the project in question.
A list of files attached to this project appears. From left to right, you can see the associated task details, the file details, such as word or character statistics, and the file’s progress.
The Legend card in the top right corner provides information about the icons that appear in the file progress section.
Click the icon next to download all files from a certain workflow step as a zip archive.
Quotes tab
In the Quotes tab, you can view and manage the quotes connected to the currently logged-in user or add new ones.
Use the filters on the left to narrow down the search.
Click on the quote to enter this quote display or click the icon to enter it in the edit mode.
Click the Add button to create a new quote. To learn how to create quotes, see the Quotes module - Add a quote article.
Click the View: drop-down menu to select another view or add a new one. To learn about adding and editing views, see the Classic views article.
Check the status of the quote in the Status column:
Accepted - the client and the salesperson agreed on the quote.
Accepted by Client - the quote was accepted by the client and is waiting for the salesperson’s response.
Pending - the quote was created or edited by the salesperson but wasn’t submitted for the client’s review.
Requested - the client has created a quote on the Client Portal and is waiting for a response from the salesperson.
Rejected - the quote was rejected by either the client or the salesperson.
Sent:
the salesperson had created a quote and sent it for the client’s review
(for quotes with automated quote sending enabled) the external system had recalculated the CAT receivable, and the quote was sent automatically. To learn more about automated quote sending, see the Workflow Definitions (Classic) article.
Notes tab
In the Notes tab, you can find all the projects and tasks associated with the selected project manager.
From the Project Manager drop-down list, select the manager in question.
Click on the projects and tasks to enter them in edit mode.
Change the views according to your preferences. To learn more about classic views, see the Classic views article.