Getting Started - An Overview of the Dashboard and Projects
Your dashboard shows you what you need to focus on next!
The Dashboard shows you what you need to focus on right now. You can toggle between viewing your own deadlines or viewing them for the entire team by clicking the three little dots on the right of your screen.
REMEMBER:
Projects = Grants
Actions = Things to do
Both have deadlines
An “Action” can be a phone call, meeting, LOI, report or other to-do that you want to track.
Hard deadlines are tagged with a 
symbol so you’ll know if you have wiggle room or not!
View and sort projects by type, client, status, funder, date, program, etc. all in one place.
When you hover over a Client, Funder, or Project Description, you will see it is highlighted. This means you can click to open and view more details.
Full View of Project Screen