The Dashboard is the first page you encounter upon logging into the application. It provides a comprehensive summary of key data and trends relevant to your work.
Features on the FastVisa Dashboard:
Search Icon
Utilize the 'Search' function to easily locate specific cases.
Breadcrumbs
Breadcrumbs display your current location within the application.
Add Case, Client, Task, Comment
Use the plus button to quickly add Cases, Clients, Tasks, or Comments without navigating to the respective menus.
Process Logs
Reports, exports, or downloads are conveniently stored in the process logs. From here, you can access and download your reports.
Notifications
Stay updated on your progress and that of other collaborators. There are two types of notifications:
All cases and client creations within your organization are shared with all team members.
Case activities are specifically notified to case collaborators.
Avatar Icon
Clicking the 'Avatar Icon' reveals additional menus for you to access:
Profile: Update personal information, passwords, and security settings.
Preferences: Set filters and sorting preferences for Cases, Clients, and Tickets and also subscribe for your email preference notification.
History: Review a log of your activities within the application.
Navigation menu
Provides access to 14 essential menus for managing cases and your organization. These menus include:Dashboard
Tickets
Cases
Clients
Documents
Tasks
Control Center
Business Center
Integrations
Team Members
Admin Settings
Help Center
Onboarding
Inbox
There will be more explanations about these menus within other help center articles sections.
Tasks Section
The Tasks section ensures you stay on top of your assigned tasks. On the right side of the dashboard, you can find your incomplete tasks.
Key features of the Tasks section:
Tick the Checkbox
Mark tasks as complete once you finish them.
Edit the Task
Open the Task modal to update task details.
Delete the Task
Remove tasks by clicking the icon next to the edit option. A delete option will be available.
Download the Incomplete Task List
Send a download request to the process logs and retrieve the report from there.
View All the Tasks
Redirects you to the Tasks Menu for a comprehensive view of all tasks.
Reminders and Tasks Graph
This graph provides a visual representation of the total tasks and reminders for each date within the next 30 days. Hover over the graph and click the download icon to download it as a PNG file.
Understanding the graph
Horizontal Axis
The horizontal axis at the bottom of the graph represents the duration of time, from left to right.
Vertical Axis
The vertical axis on the left side of the graph indicates the number of tasks, measured in numbers.
Tasks due within the next 30 days are represented as bars on the graph.