Dashboard
How things stand across the part of the organization you look after: what is waiting first, then the headline numbers, then a section for each subject. Staff and volunteers see My board, about their own work.
Start with what is waiting
- Read Needs you at the top: what is waiting on anybody in your view, the most serious first.
- Press the button on a card to open the list behind it.
- Read What changed, above it, to see what moved since you last looked.
- Press one of the headline numbers below it to open the page it counts.
Then: When nothing is waiting, Needs you says so in one line. On My board, Coming up for you shows what is due from you instead.
Grace coordinates a region of 12 units. Needs you shows 4 timesheets waiting and 1 unit with nobody leading it; the unit comes first, because a unit with no leader outranks paperwork. Grace presses Seat a leader and seats one.
Look at some units only
- Press + Add filter in the row under the title.
- Type part of a unit's name in Find a unit.
- Check each unit you want. Each one you check changes the board at once.
- Or check a whole rung, such as every region, under Or a whole rung.
- Press Clear all filters to see everything again.
Then: Every section works out its figures again for the units you chose. The choice is in the page's address, so you can send the link to a colleague.
Compare with last month or last year
- Find Compare with, above the board.
- Press last month's name to set the figures beside last month's.
- Or press the same month a year ago.
- Press Off to stop comparing.
Then: People and hours show the change beside them, such as "+4% on September". A month still in progress is shown beside the other month's figure, not as a rise or a fall.
Arrange your board
- Press Arrange.
- Move a section or a card by dragging its handle, or a step at a time with its arrows.
- Choose how wide a card is: ⅓, ½, ⅔ or Full.
- Press the pin to keep a card showing when it is all clear, or the crossed-out eye to hide it.
- Press Done.
Then: Each change is kept with your account as you make it, the same on every device. A card with nothing wrong folds into All clear at the foot of the board, and opens again by itself the moment something is.
Rather not? While arranging, choose another board under Start from, such as the Finance board, or press the button that takes you back to the board you started from.
Who: Only you see your arrangement. It changes nobody else's board.
Get this board by email every Monday
- Press Email it on Mondays.
- Check the button now reads Comes on Mondays.
- Press it again to stop.
Then: Each Monday morning, Needs you and the headline numbers of your own board come by email, in your own time zone.
Everything here is about your own place in the organization and the units beneath it: a unit alongside yours has its own figures. Sections and cards appear according to what you may read, so one about money does not appear for somebody who handles none, Courses and compliance only for somebody who holds both See people and See course records, and events and programs only for somebody who holds See events. A count that could identify somebody is withheld for that unit and still counted in the total. For the first seven days of a month the figures are last month's, complete; from the eighth, the month so far.