Dashboard

Overview

The Dashboard Tab is a Tool within the Team Application that provides a consolidated view of team-related activity and priorities. It is intended for monitoring and coordinating work at a high level.

When to Use This Tool

• When you need a high-level snapshot of current team activity and status
• When you want to identify priorities and exceptions that require follow-up in other Tabs
• When you need a starting point for coordinating day-to-day team operations

What You Can Do in This Tab

• Review summarized Outputs related to team activity and operational priorities
• Identify items that require follow-up work (for example, task progress or operational coordination)
• Maintain ongoing visibility into team status without working at record level

How This Tab Fits in the Application

The Dashboard Tab supports the Team Application’s role as an operational coordination area. It complements Tabs that manage specific work (Tasks, Order Management) by providing a consolidated summary view that helps guide what to review next.

Notes and Limitations

• Visibility into Outputs can vary based on capabilities and access rules.
• The usefulness of Outputs depends on consistent use of the Team Application across the organization.
• This Tab is intended for monitoring; detailed actions are typically performed in other Tabs.