Project | Dashboard

The project dashboard always gives you the most up-to-date overview of the project. You also have access to the following content via the dashboard:

• Project and Dashboard Settings (1)
• Quick Links (2)
• Project Members (3)
• Favorite Documents (4)
• Process Overview (5)

Project and Dashboard Settings (1)

In the project and dashboard settings, you have access to the following options:

• Change Background | You can customize the background image on the dashboard. You have the option to choose between the visualization, an image you upload, or a color you set.
• Edit Project | When you edit the project, you are automatically taken to the project settings. See the guide Project | Settings for more information.
• Create Process | Takes you directly to the processes. See the guide Project | Processes for more information.
• Invite People | You are taken to the project settings to add more people to the project. See the guide Project | Settings for more information.
• Add Links | Quick links can be added per project. The quick links are visible to all project participants. For example, you can create a quick link to the project website or to the REALVIEW knowledge base.

Quick Links (2)

In the Quick Links section, links can be added that are then displayed to all project participants. For example, you can create a quick link to the project website or to the REALVIEW knowledge base.

If you add an image or video as a quick link, it will be displayed as a separate tile on the dashboard.

Project Members (3)

In the project members section, you can switch between Absences (default) and Members. If project members enter their vacation in the calendar and additionally invite absences@realview.ch to the calendar entry, the absences will automatically be displayed in the project space.

In the Absences view, you can also filter by a time period or by specific people.

In the Members tab, you can filter by the desired role to display all people with that role.

Favorite Documents (4)

In the Documents section, you have the option to mark individual documents or entire folders as favorites. This allows you to access frequently used documents or folders directly from the dashboard, without having to navigate to the desired folder or document in the Documents section each time.

Via Show All, all folders and documents marked as favorites are displayed directly in the Documents section.

Process Overview (5)