Understanding Your Dashboard¶

Your dashboard is like your personal office desk - everything you need is right there when you log in. Let's take a tour of what you'll see and how to use it.

What is the Dashboard?¶

The dashboard is your main screen in Sagacity. Think of it as your command center where you can: - See what you need to work on today - Check messages from your team - Find tools you use every day - Get a quick overview of how things are going

Main Areas of Your Dashboard¶

At the very top of your screen, you'll find: - Your name and photo (top right corner) - click here for your profile - Search box - type anything you're looking for - Notifications bell - shows new messages and updates - Settings gear - adjust your preferences

2. Today's Tasks Section¶

This is usually the biggest section on your screen:

To Do Today - Your list of tasks for today
In Progress - Work you've already started
Completed - Tasks you've finished (great job!)
Overdue - Items that need immediate attention (shown in red)

How to use it: 1. Click on any task to open it 2. Use the checkboxes to mark tasks as complete 3. Click "Add Task" to create new work items

3. Quick Stats Cards¶

These colorful boxes show you important numbers at a glance: - Tasks Due Today - How many things you need to finish - This Week's Progress - How much you've accomplished - Team Updates - New messages or changes - Upcoming Deadlines - What's coming up soon

4. Recent Activity Feed¶

On the right side, you'll see: - Updates from your team members - Changes to projects you're working on - New tasks assigned to you - Comments and messages

Customizing Your Dashboard¶

You can make your dashboard work better for you:

Rearranging Sections¶

Look for the "Customize" button (usually near the top)
Click and drag sections to move them around
Click "Save Layout" when you're happy with the arrangement

Choosing What to Show¶

Click the Settings gear icon
Select "Dashboard Preferences"
Check or uncheck the sections you want to see
Click "Apply Changes"

Common Dashboard Actions¶

Starting Your Day¶

Check your notifications (bell icon) first
Review today's tasks to plan your day
Look at overdue items (if any) to prioritize
Read recent activity to catch up with your team

During the Day¶

Update task progress as you work
Add new tasks as they come up
Check messages regularly
Mark completed work to stay organized

End of Day¶

Review what you accomplished in the completed section
Plan tomorrow by looking at upcoming tasks
Update any work in progress with notes

Dashboard Tips for Success¶

🎯 Start here every morning - Make the dashboard your first stop each day

📝 Keep it current - Update your progress regularly so the information stays helpful

🔔 Pay attention to notifications - They help you stay connected with your team

📊 Use the stats - The numbers help you understand your workload

⚡ Learn the shortcuts - Right-click on tasks for quick options

Troubleshooting Common Issues¶

Problem: "I don't see any tasks" - Solution: Check if you're looking at the right date (today/this week)

Problem: "The dashboard looks different" - Solution: Someone may have customized it - click "Reset to Default"

Problem: "Information seems outdated" - Solution: Refresh your browser (press F5 or click the refresh button)

What's Next?¶

Now that you understand your dashboard, let's learn how to move around Sagacity efficiently. Continue to our Navigation Guide to become a power user!

Quick Reference¶

I want to...	I should click...
See my tasks	Tasks section in the center
Check messages	Bell icon (notifications)
Find something	Search box at the top
Change settings	Gear icon (settings)
Add new work	"Add Task" button

Your dashboard is your workspace - the more you use it, the more helpful it becomes!