- General features
- Hours & Time Tracker
- Activities & My activities
- Tasks & My Tasks
- Projects & My Projects
My Day Dashboard is a visual and customizable view that collects information about your own hours, activities, tasks and projects in one place. The information is shown according to your user rights.
Permissions: Time Tracking, Activities, Tasks, Projects
Versions: Free, Growth, Business, Enterprise, Enterprise+
General features
My Day Dashboard contains 4 summary views and 4 working views. You can edit the order of the sections by moving the mouse over the section title and dragging it to the desired position on the page.
- Hours & Time Tracker
- Activities & My activities
- Tasks & My Tasks
- Projects & My Projects
Summary views
- By moving the mouse over the graph, you can see a summary of the data for the selected time. The filter function can be found in the upper right corner of the graph.
- By clicking on the sections below the graph, a more detailed breakdown opens in a side window.
Working views
- Click the green + (plus) icon to create a new row (activity, task or project).
- Click the three dots (...) in front of the row to display additional functions.
- Use the filters at the top to select information to display.
- Click on an individual field in a row to edit that information.
Hours & Time Tracker
In the Hours overview, you can view your added hours, billable hours or your hourly balance on a daily, weekly or monthly basis. Through the filtering function, you can also view hours by jobtype.
In the Time Tracker view, you can view and process hours in three different ways: from the calendar view, as bulk entries or in a list. You can find more detailed instructions on how to add and edit hours in the Time Tracker overview.
Calendar
You can add hours by clicking on the start time in the calendar and dragging the desired working time with the cursor. Check the entry information in the slider view and save.
Bulk view
You can add hours for several days at a time with bulk entry. Find the project you want to make hour entries for and add the hours.
List
From the list view, you can filter and search for hours from the selected time period, account or project. Click on the row to edit.
Activities & My Activities
From the Activities overview, you can quickly get a summary of your upcoming, scheduled activities, such as meetings, calls, etc.
In the My Activities view, you can view and manage your activities.
You can, for example, add a reminder, update the activity type and filter activities according to their status.
You can get more options by clicking the three dots (...) in front of the activity. You can mark the activity as done, add hours, edit the activity or delete the activity.
Tasks & My Tasks
In the Tasks overview, you can quickly see all the tasks that have been assigned to you.
- The hours tracked for the tasks and the remaining hours
- The total number of tasks in progress and overdue
- Remaining hours (capacity - vacations and absences)
- Total number of completed tasks
- Availability/Capacity (hours the user has)
- Utilization rate (resourced hours and free hours)
In the My Tasks view, you can manage your tasks in a list view. By clicking on the row, you can modify the selections made, e.g. priority and tracked hours. You can filter the task list according to priority and status.
By moving the cursor over the name of the task, you will see three icons:
- Pen: edit the task (opens in a new window)
- Clock: start timer
- Box: mark own part as done
Click the three dots (...) in front of the row to display additional functions.
Projects & My Projects
In the Projects overview, you can see the total value of the sales pipeline and an overview of your role (Sales Agent, Project Manager, in project team). You can see all the leads in the sales pipeline, the projects on hold, and Won and Lost projects/deals.
In the My Projects view, you can easily manage all your projects. You can filter the view by funnel/pipeline (projects in progress, internal projects or Won projects) or role (Sales Agent, Project Manager, in project team).
Click the three dots (...) in front of the row to display additional functions.