This article will provide you with a quick overview of your dashboard and the widgets therein.



The dashboard will by default show you the widgets of all projects you have created. There is a button in the left top corner that allows you to create a new project and a button in the top right corner with which you can arrange the project widgets over the available grid spaces.


In between these buttons you will find filters that show you the total number of widgets (activated by default), the widgets of active projects at that moment and those of inactive or archived projects.


A widget typically lists the basic current status of a project. For instance, how many active and inactive schedulers are set up within the project, how many quota rows have been set up and how many records have been entered in the database yet. A larger widget also lists the number of completes over time.


The widget also shows us the type and subtype of the project, the creator of the project and when it was last edited.

You can perform several actions on a project widget, represented by different icons in the right top corner of each separate widget.


The P lets you publish a project to specific users or groups of users, so they can look into it as well, regardless of their role.


The thumbtack pins/unpins your project to the main menu on the left hand side. Functionalities that are subcategorized like access to the scheduler or questionnaire will also be accessible via the main menu on the left.


The pencil allows you to edit the name and the description of the project. Please note: the type and subtype cannot be edited, for they are defining elements of the project itself.


Under the bullet point icon, actions like access to the questionnaire and scheduler are grouped, but also the means to duplicate, deactivate or even remove a project altogether.