> ## 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 Provides an overview of key Contract Management metrics, activities, and operational data. Customize dashboard views to monitor performance, trends, and activities relevant to organizational goals. ## Create a New Dashboard CM D Nav CM D Select Dash CM D New Dash CM D Conf New Dash Select **Save** to complete or **Cancel** to exit without saving changes.  ## Dashboard Actions CM D Actions * **Refresh icon**: Refresh the information of the dashboard * **Export icon**: Export the data  * **Duplicate icon**: Duplicate the dashboard ## Create a Chart CM D New Chart CM D Select New Chart CM D Save New Chart Select **Save** to complete the chart or **Cancel** to exit without saving.  ## Chart Functions Select a chart to interact with its functions using the following icons. ### Refresh CM D Refresh Select the **Refresh** icon to update the dashboard with the latest data. ### Filter CM D Filter Use the **Filter** icon to filter chart data by category. Select a category to apply or remove it. ### Additional Functions CM D A Functions 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 CM D Task R Select the **Refresh** icon to update the task list. ### Filter CM D Task F Select the **Filter** icon to filter results by assignee and status. ### Column CM D Task C 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. CM D Add Task CM D Add Task Conf Select **Save** to complete or **Cancel** to exit without saving changes.  ## Modify a Task CM D Modify Task * Edit: Fill in the required information and select **Save** to complete or **Cancel** to exit without saving changes.  * Delete: Select **Delete** to complete or **Cancel** to exit without saving changes. ## View Alerts **View system-generated alerts and notifications related to module activities, requests, approvals, and pending actions.** CM D Notifs Alerts can be accessed from the dashboard **Alerts** section or the **Notifications** icon in the application header.