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[V4.0] User Manual: Dashboard

Craig Riecke edited this page Aug 3, 2014 · 9 revisions

The dashboard is a combination TODO list and status pages for pages you're involved with. You get to the Dashboard by clicking the Dashboard menu item:

Dashboard Admin

The left side shows tasks that are currently assigned to you. The right side shows pages assigned to you in Draft status.

Bulk Publishing

Some tasks you perform in BrowserCMS, like editing a shared Text asset, can put many pages into Draft mode at the same time. The ‘Page Drafts’ panel of the Dashboard shows these. You can review a page in this list by clicking on the name. If it looks good, you just click the Publish button and that page will be published.

However, you might change a shared text block used on hundreds of pages, and this will throw all of them into draft mode. You may not want to review all of them. To publish all these pages, simply click the checkmark next to each page, then click "Publish Selected".

Assigning a Task

Working with others on a site, you may be tempted to send them email saying "Please review this page" or "Can you add the deadline date to this block?" It's easier to use BrowserCMS's tasks instead. A task belongs to a particular page and particular user, can have a deadline, and keeps all your BrowserCMS todo list items in one easy-to-manage place. You can even assign a task to yourself as a reminder.

To assign a task, go to a particular page (through navigation or the Pages Site Map).

SCREENSHOT

Then click Assign at the top to get the task form:

SCREENSHOT

Choose the particular user, add an optional due date, and some comments if necessary. Click Save and the task will be assigned to the user.

Working with Tasks Assigned to You

All of the open tasks that are assigned to you appear on the Dashboard under My Tasks. You can click on the page name to go to that page. When you're done doing your task, you click the Complete Task at the top:

SCREEN SHOT

Alternatively you can mark tasks completed on the Dashboard. Select the task and click "Complete Selected."

In previous versions you can re-assign a task to someone else, but it doesn't look like this is possible in 4.0.

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