Home Dashboard

Learn how to use the home dashboard

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Written by Jocelyn Gombos
Updated over a week ago

TABLE OF CONTENTS


I. Introduction to Dashboard

The home dashboard contains a quick view of recent activity, including the following:

  • Organization Message

    • A message set by organization admins; visible to all users

  • Groups

    • Four most recently created groups

      • Group titles and icons visible to all viewers

  • Meetings

    • Five upcoming meetings

      • From Admin view: five most recently created meetings

      • From Member or Observer view: five most recently created meetings which the viewer is added/invited to

      • Meeting titles, dates, and times listed

  • Discussions

    • Five upcoming discussions the viewer is added to

      • Discussion titles and recent activity dates listed

  • Polls

    • One recently created poll

      • From admin view: most recently created poll

      • From Member or Observer view: most recently created poll which the viewer is added/invited to

  • Tasks

    • Five recently created tasks the viewer is assigned to

To navigate to the home dashboard, click Home from the main menu panel.

Of these fields, only the Organization Message can be customized by organization admins. None of these fields can be removed from the dashboard.

II. Organization Message

Note: only Admins can edit organization message

There are two ways to edit the organization message: via the home dashboard, and via organization settings.

To do so from the home dashboard:

  1. Navigate to the home dashboard

  2. Click Edit at the top right side of the existing organization message

  3. Edit organization message menu opens

  4. Click in to the text box on the page this directs to

  5. Type desired message

    1. The following formatting options are supported via the menu highlighted

      1. Bold

      2. Italics

      3. Hyperlink

      4. Bulleted list

      5. Numbered list

      6. Hyperlink

      7. Clear formatting

      8. Headers in three sizes

To learn how to do this via organization settings, please refer to Related Articles.

III. Section options

Groups, Meetings, Discussions, Polls, and Tasks can be created from the home dashboard.

To do so:

  1. Navigate to the home dashboard

  2. Find the section corresponding to the desired content type

  3. Click + at the top of this section

    1. Creation menu for group, meeting, discussion, poll, or task opens

To navigate to a list of all available meetings, discussions, polls, and tasks (instead of only recent ones):

  1. Navigate to the home dashboard

  2. Find the section corresponding to the desired content type

  3. Click View all


Related Articles

  • Organization Settings: Discover how Settings gives you access to Default features for: timezone, agenda list styles, agenda templates, and delete agenda template

  • Advantages of Groups: Learn why using groups within Boardable can be advantageous

  • Polls: Learn about Boardable polls

  • Meeting Center: Everything you need to know to run a more productive and efficient meeting

  • Discussions: Learn the basics of having discussion in Boardable, along with sorting, filtering, and how to leave a discussion

  • View Tasks: Learn how to navigate to a task

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