• Using Project Dashboard

  The Project Dashboard in Anywhere provides a high-level overview of all active projects within your agency. It offers a quick snapshot of project statuses and enables you to request updates from project owners. Here's how to use the Project Dashboard effectively: Project Dashboard Project Summary: The dashboard displays a list of active projects in your agency. Each row represents a project, and yFew readers

• Using Client Dashboard

  The Client Dashboard is a valuable tool designed for Account Managers, Customer Success Managers, Directors of Customer Success, and Business Owners. It caters to those who want to monitor and gauge their clients' sentiments, enabling them to provide better service. Why Tracking Client Sentiments Matters Measuring and tracking client sentiments offer insights into how clients perceive their collaboration with your agency. It provides recommendations on whether you should intervene in aFew readers

• Creating new Dashboard Pages

  Creating dashboard pages in Anywhere allows you to organize and display different information from various project-specific boards in one place. Here are the steps to create dashboard pages: Log in to Anywhere, and you will see the "Anywhere Dashboard." On the dashboard screen, you will find a toggle button for "Edit Mode." Edit Mode Toggle Button Turn on the "Edit Mode" button. AFew readers

• Adding a widget in the Dashboard

  Adding widgets to your Anywhere dashboard is a great way to visualize and summarize your board's data. Here are the steps to add a widget to your dashboard: Go to the dashboard by clicking on the "Dashboard" option. On the dashboard screen, click on the 'Add Widget' option, as shown in the image. Add Widget You will see a list of widgets that have been created on your board. SFew readers

• Renaming a Dashboard Page

  Renaming a dashboard page in Anywhere is a straightforward process that allows you to customize your dashboard to suit your specific needs. Here are the steps to rename a dashboard page: How to Rename a Dashboard Page: Log in to Anywhere to access the "Anywhere Dashboard." On the dashboard screen, you'll find an "Edit Mode" toggle button. Turn on this button to enable editing mode. Edit Mode Button (https://downloads.intercomcdn.com/i/o/340152897/0f4fbe35093bc1fa39c847Few readers

• Creating widgets and adding them to your Dashboard

  The dashboard helps you see the overall summary and progress of your projects. By creating different widgets users can track various aspects of their projects right on their Dashboard without having to navigate to individual boards. Now let's first understand what a widget is? A widget is a mini-report that can display your data in a number of presentation styles including different kinds of charts such as Pie charts, Number charts, Line charts, Area charts, etc. The Dashboard isFew readers

• Customizing dashboard widgets

  Customizing widgets in Anywhere allows you to tailor your dashboard to display information in the way that best suits your needs. Here are the steps to create and customize widgets: How to Create and Customize Widgets: Navigate to the board where you want to create a data widget. (For instructions on how to create a new widget, refer to this article). Click on the plus icon to open the widget popup.Few readers

• Deleting a Dashboard page

  Deleting a dashboard page in Anywhere can help you keep your dashboard organized and relevant. Here are the steps to delete a dashboard page: How to Delete Anywhere Dashboard Pages: First, log in to Anywhere and navigate to the Dashboard. On the dashboard page, click on the "Edit Mode" toggle button in the top right corner. Edit Mode Toggle After turning on the button, you will sFew readers

• Introducing Embed Widget

  The Embed Code widget in Anywhere allows you to embed external widgets or content right into your project Dashboard, saving you time from navigating between multiple browser tabs and services. Here's how to use it: Make sure you are on the Project Dashboard screen. Click on the Edit toggle button. Edit Toggle Button Click on "Add new widget" and choose the "Embed code" widget. AFew readers