Dashboard

The dashboard provides an overview of work priorities and quick access to key resources, and can be easily configured to suit your needs

Lisa van Oudtshoorn avatar
Written by Lisa van Oudtshoorn
Updated over a week ago

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:

  • Banner image

  • 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

  1. Navigate to your user profile by clicking on your profile picture icon in the top right corner of the platform, followed by "User profile"

  2. Click on the "Dashboard settings" tab

  3. Toggle on "Edit" to enter into edit mode

  4. 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.

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