Assignment Dashboard

Manage your dashboard, processes and internal employees

The Dashboard is your company’s assignment command center. Filters, labels, and different views allow you to access your company’s assignment history in a multitude of ways.

  

Keyword Search, Sort, and Filters -

  • Use keywords to search for a specific assignment
  • Use the sort menu to view assignments based on the pre-set options
  • Set a custom date range for the dashboard
  • Use advanced filters such as the internal owner, client, project, and more

Statuses and Labels -

  • View assignments based on their current status of the assignment lifecycle
    • The “Alert” status denotes further action is required
  • Your account comes with a set of default labels that are customizable
    • Add labels to multiple assignments or remove them with the bulk action feature
    • View and manage your labels here

Bulk Actions -

  • Make the following updates to multiple assignments using the “Actions” dropdown

Calendar View -

  • View your assignments by day, week, or month
  • Assignments are color coded based on their lifecycle status
  • Select a specific status or label to view only those assignments in your calendar

Map View -

  • View your assignments on a map
  • Search by city, state or zip
  • Filter by lifecycle status
  • Click the location icon to see a street view of the location and view the specific assignment  
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