The User Dashboard
The Capcade dashboard is the cockpit that users can use to manage their workload, and help to quickly pick up where they left off.
The default Capcade dashboard includes the following:
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Favorites - all your workspaces, files and folders you would like quick access to
Your tasks - all tasks assigned to you, broken down by status
Recently viewed - access workspaces you have recently viewed and worked in
Activity log - filtered view of your recent activity on platform, hyperlinked to the item that has been viewed or worked on
Calendar - a monthly view of tasks and file requests shows all upcoming events, with a summary of events for the next 7 days
AI Assistant - only if your entity has the appropriate plan
You dashboard is your landing "home" screen when logging into Capcade. You can also navigate to your dashboard quickly with the icon in the left sidebar.
The dashboard can also be configured to add additional widgets to the above. This is discussed in the section below.
Configure your dashboard
Navigate to your user profile by clicking on your profile picture icon in the top right corner of the platform, followed by "User profile"
Click on the "Dashboard settings" tab
Toggle on "Edit" to enter into edit mode
Here, you are able to:
Resize existing widgets
Change the position of widgets
Delete widgets
Add additional widgets from the list below:
Embed - embed links to other tools (applications) you already use, e.g. YouTube, Pitch.com etc.
Location - add a map to highlight key locations relating to your projects
Timeline - create a timeline to highlight milestones or show project progress
Document preview - add quick links to documents in your data rooms to preview via your dashboard
Task preview - show the details of individual tasks
To learn more about organization and profiles, visit the collection of articles in our help guide.