Navigating the Dashboard
Once you've successfully set up your account, you're ready to start taking advantage of all the tools DoneDone has to offer. Before diving in, it's a good idea to familiarize yourself with the dashboard, so that you always have a sense for how things are progressing. The dashboard will always be your first point of contact and where you'll likely start each day, so knowing how to read it will help you make informed decisions about what actions to take next.
What's on your plate
Need a quick update of what's coming up for you? Look for the What's on your plate? bulletin on the left-hand side of your dashboard for a personalized snapshot of what's due today and this week. You'll see an overview of the number of conversations and tasks you have due in the week ahead. You can also scroll day-by-day for more insight into a specific day of the week.
Mailboxes and Projects overview
As you begin creating and managing projects and mailboxes, the dashboard is a great way to quickly see the status of each. The upper half of your dashboard contains all active Mailboxes that you are assigned to, and the lower half contains all active Projects you are assigned to. If you're an Account Owner or Admin, you also have the ability to create new mailboxes and projects from you dashboard.
Reading Mailbox and Project overview cards
Each individual mailbox and project overview card contains seven key pieces of information to help keep you up to date. While mailboxes and projects have very different functions, the legend described below applies to both. The only difference is that mailboxes contain conversations, while projects contain tasks.
- First is the name of the project or mailbox. This is the best way to quickly identify where you'd like to be working. Our example here is a mailbox entitled, "Support for Things."
- The second thing a card will tell you is how long ago it was worked in. In this example, the mailbox was last updated 4 hours ago. This will give you an idea of your team's productivity on any given mailbox or project.
- The third item is a visualization of the number of active conversations or tasks that have occurred over the last seven days. In this example, the number of conversations over the first three days was flat, then spiked in the last 4 days. The dark green or dark blue bars on the right-hand side denote today's activity.
- At the bottom left-hand side of a card, you can see the profiles of all the people currently assigned to a mailbox or project.
- This item gives you a glimpse at how many total conversations or tasks are currently active within a specific mailbox or project. In this example, there are five active conversations open.
- Just below the number of active conversations or tasks, you will see the number of conversations or tasks that are assigned to you specifically. This is a good way to quickly see where you should be focusing your efforts.
- Lastly, the star in the upper right-hand side of an overview card identifies which mailboxes and project you have favorited. To read more about how to favorite and unfavorite a mailbox or project, keep reading below.
Adding and removing favorites
When work piles up, you may want to start prioritizing. If you are particularly invested in a certain project or mailbox, you can add it as a favorite in order to access it more easily. Luckily, doing so is super simple!
Each individual mailbox and project overview card contains a star symbol in the upper right-hand corner (#7 in the legend detailed above). Simply click the star, and it will turn yellow to indicated it has been favorited. Your list of favorite mailboxes and projects are displayed in the lower left-hand corner of your dashboard just below What's on your Plate?. To unfavorite a mailbox or project, simply click the star again and it will be removed from your favorites list.