Managing the Project Dashboard

The Project Dashboard in zipBoard provides a comprehensive view of your project, enabling you to manage tasks, content, and collaborate with your team effectively. Here’s how to navigate and utilize the various features available on the dashboard:

Overview of the Project Dashboard

When you click on any project, you will be directed to the Task Manager, where the left-side menu displays the following categories:

• Tasks
• Contents
• Projects

This menu provides quick access to all links related to tasks and content management.

Project Menu Bar Categories

Home

1. The default project screen showing project properties and an overview of your project’s status.

Tasks

1. Displays a list of tasks within the task manager.
2. You can open existing tasks or create new ones.
3. Sort tasks based on priority, ID, screen, status, and other properties to streamline your workflow.

External Feedback

1. Add issues, directions, questions, or version update data as project comments.
2. Feedback registered as comments will not appear in the task manager but can be converted into tasks later on.

Messages

1. Use the Message Board to efficiently communicate or post information for collaborators and clients.

Uploads

1. Displays all files and URLs added to the project along with details like file type, who added the file, and the number of screenshots and tasks.
2. Clicking on any of the files or links takes you to the review session to share feedback and create associated tasks.

Collaborators

1. Shows a list of team members with access to the project.
2. If permitted by your account settings, you can add additional reviewers using the “Add Collaborators” function.

Phases

1. Add different project life cycle milestones or stages, along with their current status and expected deadlines.
2. Use these phases to mark checkpoints or track iterations during the development lifecycle of your project plan.

Activity Feed

1. Shows a running history of actions taken, including who performed them and what modifications were made.

Settings

1. Displays project properties, allowing you to edit settings depending on your account type.

Next Steps

Now that you are familiar with the functionalities of the project dashboard, you’re ready to create and manage tasks effectively. Head over to our next guide to learn how to create your very first task!