View current jobs and tasks in Dashboard

Start your day with understanding where each project is at.

We've designed the Dashboard to show employees the important tasks for the day, and for operations managers, give you everything you need to know about your business health and performance at a glance. The Dashboard can be configured by role, so for most employees, you won't need to worry about setting up your dashboard. 

We'll also load the Dashboard every time you login, so you can think of the Dashboard as your Crunchwork homepage. 

Accessing the Dashboard

Simply log in to view your dashboard. When outside of the dashboard, use the grid in the top left corner of the page to navigate to the "Dashboard" icon.

Navigating to Dashboard

Tips on Using the Dashboard

  • Depending on your role, you might be able to do a lot of your work from the Dashboard using the "Edit" button. For example, you can update task statuses and send messages to connected contacts from here.

  • Use the "Sync Dashboard" button regularly to ensure you're looking at the most recent information. 

  • You can export the information in each tile if it has this button:

 

FAQ's on the Dashboard

  • Is the dashboard available on mobile? Yes! 

  • Can I change the layout of my tiles? Let us know what layout you'd like and we're happy to help you configure the layout.

  • Can I design my own dashboard? Please speak with your manager first if this is ideal. For operations managers, please get in touch with us via the help chat. 


Continue on to creating a new project in Pulse