The Dashboard

CONVENTIONS

QuickTIPs (and Links) are highlighted in blue.

Permission-based items are highlighted in red.

System navigation is italicized.

THE DASHBOARD

The home page, or Dashboard, contains the basic elements of CurrentTrack®. There are two variations of CurrentTrackadministrative access for those who control it and general access for its users. The difference between the two is the number of accessible features, or Permissions, that have been assigned. Those who need special access to create and delete Employees, for example, will use an interface with more operable links than general access users.

TOP NAVIGATION

The top, left corner of the page contains two search features:

Quick Search  Search by job Title keywords and Numbers, Client names

Advanced Search — Search for jobs, creative files, documents, et. al using a number of criteria

TIP: Use the Quick Search box to quickly move from one job to another when updating Tasks.

To the immediate right of the Quick and Advanced search features, you’ll find a series of icons:

  Menu  Reflects frequently used documents (and actions)

  Messages  Number of and link to existing Unread Messages

levitra online prescriptionMessages, QuickTIPs, etc.)

  Time  A shortcut for entering line items in today’s Time Sheet

  Calendar  A snapshot of your CurrentTrack Events and Tasks

  Address Books  Employee, Client and Vendor contact information

  Printer Friendly  Will appear when the page being viewed has a printer friendly option

  Suggest  A direct link to our support team for sharing questions, comments, suggestions

  Site Branding  A link to the branding page; will only appear to those with Permission

  Help  Links to information such as Program FAQ, Training Sheets and Reference Manual

  Log Out — Click icon to log out of CurrentTrack 

LEFT NAVIGATION

The left-hand navigation area is static and contains a series of main folders:

  Dashboard — Home page containing Tracklets (e.g. Assigned Tasks, Unread Messages, Read Messages)

  Clients & Jobs Active and archived jobs and Clients; also, All Open and All Complete Jobs lists.

  Status Reports Assigned Task and Personal To-Do Lists; also, Master, Working, Completed, Custom Task Lists

  Time & Expenses Employee Time Sheet and Expense Report

  Admin Menus featuring Site Branding, Permissions, Time Sheet features, and more

  Completed Tasks — Queue of completed Tasks awaiting review; will only appear to those with Permission to Manage Tasks

  Quicklinks — Frequently referenced CurrentTrack items (e.g. a [job] Financial Report)

To add a Quicklink, simply click the plus symbol. If you don’t see the plus symbol, you’re in an application. You may only Quicklink documents. To view an existing Quicklink, click on the appropriate link; to delete, go to: Edit Quicklinks — .

 

TRACKLETS

The Dashboard, or home page, of CurrentTrack contains a series of Tracklets. By default, all Employees have Tracklets for their Task List, Unread Messages and Read Messages. Each Employee can control which additional boxes appear on their respective Dashboards.

 

ADDING A TRACKLET

To add a Tracklet, click Edit Tracklets, in the top, right corner of the screen.

You’ll see two columns  Current Tracklets and Available Tracklets. Drag the items you’d like to add from the right- to the left-hand column. Organize the Current Tracklets in the order you’d like them to appear on your Dashboard by simply dragging the box(es) up or down; click Submit.

To re-position Dashboard Tracklets, again click Edit Tracklets and re-organize the Current Tracklets column by dragging the box(es) up or down; click Submit.

TIP: To (+/-) the number of Messages displayed in the Unread (and Read) Messages box, select a number from the drop-down menu.

 REMOVING A TRACKLET

To remove a Tracklet, click Edit Tracklets, in the top, right corner of the screen.

You’ll see two columns  Current Tracklets and Available Tracklets. Drag the items you’d like to remove from the left- to the right-hand column. Re-organize the Current Tracklets column in the order you’d like them to appear on your Dashboard by simply dragging the box(es) up or down; click Submit.

A Tracklet may also be removed from the Dashboard itself by clicking the “X” in its top, right corner.

 

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