Working with Dashboards in Upchain

In this lesson, we’ll walk you through the different dashboard views, how to interpret the data and show how to work with the information presented in the dashboards.

Overview of the project dashboards

This video will provide an overview of the project dashboards, the different available views and the information displayed in each view.

Key takeaways 

  1. Project dashboards provide the project team with information about the whole project, and specific tasks they are responsible for.
  2. The project dashboard in the project provides three different views: default, design and project management. Each view provides a different viewpoint on the progress of the project.
  3. The main project dashboard can be configured to show your favorite projects and items.
  4. Each dashboard displays your assignments; these are project plan tasks, Investigation requests or Change request workflows that have been initiated.

Working with project dashboard data

This video will show how to use the information in the project dashboard to collaborate with project team members and move the project towards completion. 

Key takeaways

  1. Project dashboards allow project managers to track the status of tasks and follow up with the project team members.
  2. The main project dashboard shows the status of tasks, items and documents for the project manager to review and follow up on.
  3. Tasks can be reassigned to the project team members as the project progresses.