LEADING Job Manual – Dashboard

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Table of content

What is the dashboard and how do I use it?

How can I personalize the dashboard?

What types of widgets are there?

Collaboration

Timesheet

Current tasks

Communication

Project status

Project report

Employee workload

Calender

Custom Widget

How can I add/edit/delete widgets?

How can I load an exisiting dashboard configuration?

How can I save my dashboard condiguration?

 

What is the dashboard and how do I use it?

The dashboard is the central starting page of LEADING Job. From here, you can access timesheet, create a new job, create a cost estimate, place an order, enter a supplier invoice, create a client invoice, and stay on top of your current tasks and projects with just a few clicks.

Your dashboard can look like this:

 

You decide which contents (widgets) are displayed on your dashboard and in which layout.

The menu button at the top left unfolds the menu, which takes you immediately to any module you want.

The back button of your browser will take you back to the modules you have worked in before.

How can I personalize the dashboard?

In the drop-down menu on the left you will find the item "Edit Dashboard".Ein Bild, das Text enthält.

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Here you can:

·      Add widget: Add new widget

·      Edit layout: Set number and size of columns

·      Load: Load a preconfigured dashboard, suitable for your activity focus (management, project manager, standard user). See subchapter "How to load a dashboard configuration".

·      Save: Save the current dashboard for your further work.

·      Save As: Save the current dashboard under its own name, either as "Private" only for yourself or as "Public" also available for colleagues. See subchapter "How to save a dashboard configuration".

When you first login, your dashboard already includes the "Collaboration" and "Timesheet" widgets as a preset default configuration:

You can simply drag and drop the existing widgets in your dashboard within your chosen layout. However, please note that the content of some widgets may be too wide for narrow columns, and therefore may not be fully displayed on the dashboard.

To change the number and size of columns, use the "Edit Layout" option. You can choose from one to three columns and different widths:

If you want to change something in a widget or remove it again, click in the bar of the respective widget on the top right and a pop-up menu appears with the options "Minimize", "Delete", "Edit" and "Update".

Bei Klick auf die Titelzeile des Widgets können Sie es ebenfalls minimieren bzw. wieder die Originalgröße herstellen.

What types of widgets are there?

There are nine different widgets available in the categories "Standard", "Projects & Resources" and "Custom". You can get to the full list by clicking on "Add widget":

·      Collaboration

·      Timesheet

·      Current tasks

·      Communication

·      Project status

·      Project report

·      Employee workload

·      Calendar

·      User defined widget

Collaboration

Here you can manage your own status as well as see at a glance what your colleagues are doing. You can choose between " Available", "Busy", " Unavailable" and " Lunch ". The icon in the left status column changes accordingly.

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In addition, you can add a comment to your status by clicking on "Set comment". Enter a note about your status in the text field. Then click on "Ok".Ein Bild, das Text enthält.

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Timesheet

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In LEADING Job you have three options for time recording: Timesheet weekly, Timesheet stopwatch and Generate timesheets in time range. From the widget " Timesheet " you can go to the method you have chosen with one click.

A third way how to get to the hours tracking with only 1 click can be found in the "Current tasks" widget.

Read more about tracking your time in the chapter “Timesheet”.

Current tasks

Project managers will love this widget. Here you can see at a glance which tasks are currently pending, how urgent they are (red=already overdue, yellow=to be done soon, green=still time). Highlighted with a lined background are the tasks that you can only tackle when previous tasks have been completed.

By clicking on one of the three buttons displayed for each task, you can access communication, timesheet and employee selection for this task.

In the „Est." column you can see the number of hours estimated for the completion of the task.

Under "Status" you can change the project status itself as "open", "work in progress", "on hold" or "completed".

You can see the due date in the "Target" column and the urgency is shown by means of traffic lights.

Read more about this in the chapter "Project and resource management".

Communication

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No note, no memo about a project will get lost anymore. In the "Communication" widget, you can find all the messages and documents you have exchanged with your colleagues on a particular job or task. Read more about this in the chapter "How to use the communication module".

Project status

This widget shows you the projects assigned to you and informs you about the current status and urgency. Clicking on the job number will take you from here to the selected project.

Clicking on the rows icon ("Tasks") will take you to the detailed view of your current tasks. Clicking on the speech bubbles icon ("Communication") will take you to the messages and documents associated with this job.

In the column "Completed in %" you can see the progress of the project, the traffic light color under "Expected" shows you the urgency.

Project report

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Automatisch generierte BeschreibungAccount managers have a practical tool for liquidity management at their fingertips with the "Project Report" widget. Here you can see at a glance how much money a project is bringing in, how much costs have already been generated and how high the turnover is.

Employee workload

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Automatisch generierte BeschreibungThe widget "Employee workload" is very helpful for people with management functions and personnel responsibility. Here you can see how busy your employees are, either in a weekly or monthly overview, and can thus easily take countermeasures. The widget view shows you up to 10 employees. To maximize an overview of the workload of all employees, click on the Expand icon in the bottom left corner.

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Clicking on the respective employee opens a detailed view with a list of the planned tasks assigned to the person.

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An employee is completely overloaded and you want to change the responsibilities? Click on the corresponding job. You will be redirected directly to the job module. Here you click on "Edit". Under „client service team" you can easily remove the employee in question and replace him or her with another person.

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Calender

The calendar widget shows you when your tasks are due. You can choose between four different views: "Month" is set as default, then there are "Week", "Day" and „List".

If you want to move a task, click on it. In the details window click on "Edit" and change the start and due date under "Task information". Then don't forget to click on "Save" and voilà, the calendar entry has been updated.

Using this shortcut you can also edit all other information about this task, which is created as a service position in a job, and save changes. Read more about services and how to create and edit them in the "Job" chapter.

Custom Widget

In this custom widget you could embed any website of your choice in your dashboard, be it business news, a communication app or your own website. You can set the displayed size up to a height of 800 pixels.

How can I add/edit/delete widgets?

To add a new widget, click on "Dashboard" in the menu and then on "Add widget".

You can also delete any widget by clicking on the three vertical dots in the upper right corner and selecting the "Delete" option.

To minimize or resize the widget, click either on the title or on the three vertical dots.

How can I load an exisiting dashboard configuration?

Depending on how you want to use LEADING Job, you can choose between different dashboard configurations. You can access the options in the drop-down menu on the left under the item " Dashboard configuration" and "Load".

·      Do you use LEADING Job exclusively for your time tracking? Then select "Dashboard default configuration".

·      Are you a project manager with a management function? Select the option "Dashboard for project management (manager)".

·      Do you mainly work in the operational implementation of projects? Then the configuration "Dashboard for project management (user)" is the right choice.

How can I save my dashboard condiguration?

You have created your dashboard exactly according to your preferences? Then save it so that you can start with it every time you enter LEADING Job in the future. To do this, open the menu and click on the "Save" options under "Edit Dashboard". Your dashboard is now saved as the default configuration.

You think that your configuration could also be helpful for your colleagues? Then click on the "Save as" option. Assign a unique dashboard name for your configuration and select "Public" as visibility.

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