Dashboard module
Introduction
In the Dashboard module, you can quickly review and manage your work in XTRF. With a customized dashboard, you don’t need to search through the Home Portal: all that’s important to you is displayed in one place.
You can create your own dashboard in the Dashboard tab or use the predefined tabs for classic projects and quotes in the Classic Dashboard tab.
Dashboard tab
If you enter the Dashboard module for the first time, you will see the empty space, ready to be filled with personalized widgets. Click the Edit Dashboard button to start creating your own workspace. For details, see the Manage Smart Dashboard guide.
Classic Dashboard tab
IMPORTANT!
The Classic Dashboard is designed to manage classic projects and quotes. Smart projects and quotes may be displayed incorrectly. If you are working with smart projects and quotes, we highly recommend you to use only the Dashboard tab.
The Classic Dashboard consists of four predefined blocks: Open Projects, Files, Quotes, and Notes.