> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizbone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

## Create a New Dashboard

<Steps>
  <Step title="Navigate to Dashboard">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-D-Nav.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=b316ee1af40ebd62230c59f9e66e4ca6" alt="BD D Nav" width="1350" height="932" data-path="images/BD-D-Nav.png" />
    </Frame>
  </Step>

  <Step title="Open dashboard dropdown list">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-D-Dashboards.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=bd94319a709b19cdd77ded1bbc7f7fc6" alt="BD D Dashboards" width="1350" height="908" data-path="images/BD-D-Dashboards.png" />
    </Frame>
  </Step>

  <Step title="Select New Dashboard">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-D-New.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=414e2e73d4fe6e3a924e16fa6f37084f" alt="BD D New" width="1350" height="908" data-path="images/BD-D-New.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required information">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-D-New-C.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=7bb7016cd410c51a31e8b9d13678ade4" alt="BD D New C" width="1350" height="908" data-path="images/BD-D-New-C.png" />
    </Frame>

    Select **Save** to complete or **Cancel** to exit without saving changes. 
  </Step>
</Steps>

## Dashboard Actions

<Frame>
  <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-D-Actions.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=e9bdff2e3ffd2abfc6caf4f8162b7da5" alt="BD D Actions" width="1350" height="908" data-path="images/BD-D-Actions.png" />
</Frame>

* **Refresh icon**: Refresh the information of the dashboard
* **Export icon**: Export the data 
* **Duplicate icon**: Duplicate the dashboard 

## Create a New Chart

<Steps>
  <Step title="Select the Add Chart button">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-D-Add-Chart.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=b0cc696a6c5cbed9b241e1e46e76bf97" alt="BD D Add Chart" width="1350" height="908" data-path="images/BD-D-Add-Chart.png" />
    </Frame>
  </Step>

  <Step title="Select the desired chart">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-D-Chart-S.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=742d8dc7beae55b5073d7b745c66a3ff" alt="BD D Chart S" width="1350" height="908" data-path="images/BD-D-Chart-S.png" />
    </Frame>
  </Step>

  <Step title="Fill the required information ">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-D-Add-C.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=fc56ea0ab430edddb52d4793837d9682" alt="BD D Add C" width="1350" height="908" data-path="images/BD-D-Add-C.png" />
    </Frame>

    Select  **Save** to complete the chart or  **Cancel** to exit without saving. 
  </Step>
</Steps>

## Chart Functions

Select a chart to interact with its functions using the following icons.

### Refresh

<Frame>
  <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-D-Refresh.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=3c6b8b9bc5b9cc8631511e028f6c3b80" alt="BD D Refresh" width="1350" height="888" data-path="images/BD-D-Refresh.png" />
</Frame>

Select the **Refresh** icon to update the dashboard with the latest data.

### Filter

Use the **Filter** icon to filter chart data by category. Select a category to apply or remove it.

### Additional Functions

<Frame>
  <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-D-AFunctions.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=c8b94a6942d2146494055f45921d5f2d" alt="BD D A Functions" width="1350" height="888" data-path="images/BD-D-AFunctions.png" />
</Frame>

Select the dotted icon to view additional functions.

* **Edit Chart:** Modify chart settings, data, or display options.
* **View Detail:** View the underlying data used to generate the chart.
* **Export CSV:** Export the chart data as a CSV file.
* **Copy to Clipboard:** Copy an image of the chart to the clipboard.
* **Delete**: Remove the selected chart from the dashboard

## Task List

A centralized location to assign, track status, and monitor progress of tasks.

### Refresh

<Frame>
  <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-D-RefreshT.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=342d95fbf0035f6af62321dfe9ed057e" alt="BD D Refresh T" width="1350" height="888" data-path="images/BD-D-RefreshT.png" />
</Frame>

Select the **Refresh** icon to update the task list.

### Filter

<Frame>
  <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-D-FilterT.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=1bff1e0378e3c10fe9bf63c3e8b52fb9" alt="BD D Filter T" width="1350" height="888" data-path="images/BD-D-FilterT.png" />
</Frame>

Select the **Filter** icon to filter results by assignee and status.

### Column

<Frame>
  <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-D-ColumnT.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=d96445eb2d42e0ac51328dcda0b275da" alt="BD D Column T" width="1350" height="888" data-path="images/BD-D-ColumnT.png" />
</Frame>

Select the **Column** icon to toggle view of desired columns in task list. Select **Show All** to select all columns at once.

## Add Task

Create and assign new tasks for tracking and completion.

<Steps>
  <Step title="Select Add Task">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-D-TaskA.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=0f9f05bc42f046c05c0693d3b2be7038" alt="BD D Task A" width="1350" height="888" data-path="images/BD-D-TaskA.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required information">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-D-TaskC.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=5fe76dabbedb86a333f6620f10c06824" alt="BD D Task C" width="1350" height="944" data-path="images/BD-D-TaskC.png" />
    </Frame>

    Select **Save** to complete or **Cancel** to exit without saving changes. 
  </Step>
</Steps>

## Modify a Task

<Steps>
  <Step title="Select an action">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-D-Task-M.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=e76d4dc081f97ada3102fefb063839d3" alt="BD D Task M" width="1350" height="896" data-path="images/BD-D-Task-M.png" />
    </Frame>
  </Step>

  <Step title="Confirm the action">
    * **Edit**: Select **Save** to complete or **Cancel** to exit without saving changes.
    * **Delete**: Select **Delete** to complete or **Cancel** to exit without saving changes.
  </Step>
</Steps>

## View Alerts

View system-generated alerts and notifications related to module activities, requests, approvals, and pending actions.

<Frame>
  <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-D-Alerts.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=023f379a4801fc7119f8699555b7a9d3" alt="BD D Alerts" width="1350" height="896" data-path="images/BD-D-Alerts.png" />
</Frame>

Alerts can be accessed from the dashboard **Alerts** section or the **Notifications** icon in the application header.
