This chapter provides an overview of the functions found on the Dashboard in Actionize. The Dashboard contains charts, messages, alerts and allows the user to view details on contacts, tasks, projects, messages and alerts. It explains how to access and open messages and alerts from the Dashboard.

1. Actionize Tutorial - 2.1
Overview Dashboard
Chapter Overview Dashboard
Summary This chapter shows all functions that you find on the Dashboard.
Table of Contents
Dashboard.............................................................................................................................. 1
Charts .................................................................................................................................... 2
Messages ............................................................................................................................... 2
Open a message ..................................................................................................................... 3
Alerts ..................................................................................................................................... 4
Open an alert ......................................................................................................................... 4
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Dashboard
Open the tab Dashboard.
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2. Actionize Tutorial - 2.1
Overview Dashboard
Charts
Click on one of the links to
get a selection of your
> Contacts & Clients
> Tasks
> Projects
This will be shown in more
detail in a later chapter.
Messages
You see the messages of
all the projects. Set a flag
to display the following
messages
> Unread
> Read
> Sent
> Archived
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3. Actionize Tutorial - 2.1
Overview Dashboard
Open a message
Click on the messages…
…to open and read it.
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4. Actionize Tutorial - 2.1
Overview Dashboard
Alerts
Set up alerts to receive
notifications when
> You become the
owner of a task
> A task you created is
closed
> etc.
Open an alert
Click on the title...
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5. Actionize Tutorial - 2.1
Overview Dashboard
…to see what happened.
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