> ## 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 workforce metrics, employee data, and Human Resources activities. Customize dashboard views to monitor organizational trends, workforce management, and HR operations.

## Create a Dashboard

<Steps>
  <Step title="Navigate to Dashboard">
    <Frame>
      <img src="https://mintcdn.com/bizbone/V-GzQDIBHbHR_gY9/images/HR-D-Nav-1.png?fit=max&auto=format&n=V-GzQDIBHbHR_gY9&q=85&s=a396187cd40fc3e8937793f91eeaa48b" alt="HR D Nav 1" width="1350" height="1166" data-path="images/HR-D-Nav-1.png" />
    </Frame>

    <Info>
      Use the Caret to open and close the left navigation menu
    </Info>
  </Step>

  <Step title="Open dashboard dropdown list">
    <Frame>
      <img src="https://mintcdn.com/bizbone/V-GzQDIBHbHR_gY9/images/HR-D-Dropdown-1.png?fit=max&auto=format&n=V-GzQDIBHbHR_gY9&q=85&s=35c87e99ace11ac35c27fddaf6baa988" alt="HR D Dropdown 1" width="1350" height="410" data-path="images/HR-D-Dropdown-1.png" />
    </Frame>
  </Step>

  <Step title="Select New Dashboard">
    <Frame>
      <img src="https://mintcdn.com/bizbone/V-GzQDIBHbHR_gY9/images/HR-D-New.png?fit=max&auto=format&n=V-GzQDIBHbHR_gY9&q=85&s=03869aa62dbb5fd75ef5d94bbe27f1d7" alt="HR D New" width="1350" height="410" data-path="images/HR-D-New.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required information">
    <Frame>
      <img src="https://mintcdn.com/bizbone/V-GzQDIBHbHR_gY9/images/HR-D-New-C.png?fit=max&auto=format&n=V-GzQDIBHbHR_gY9&q=85&s=1949b394710dd612ee449ced92ed2907" alt="HR D New C" width="1350" height="792" data-path="images/HR-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/V-GzQDIBHbHR_gY9/images/HR-D-Actions.png?fit=max&auto=format&n=V-GzQDIBHbHR_gY9&q=85&s=7944d95fde213ebc8b67a4e3c710804c" alt="HR D Actions" width="1350" height="792" data-path="images/HR-D-Actions.png" />
</Frame>

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

## Create a Chart

<Steps>
  <Step title="Select Add Chart">
    <Frame>
      <img src="https://mintcdn.com/bizbone/V-GzQDIBHbHR_gY9/images/HR-D-Chart-A.png?fit=max&auto=format&n=V-GzQDIBHbHR_gY9&q=85&s=5f56a7e57a4306e963c0ff69ec46a7ea" alt="HR D Chart A" width="1350" height="792" data-path="images/HR-D-Chart-A.png" />
    </Frame>
  </Step>

  <Step title="Select the desired chart">
    <Frame>
      <img src="https://mintcdn.com/bizbone/V-GzQDIBHbHR_gY9/images/HR-D-Chart-S.png?fit=max&auto=format&n=V-GzQDIBHbHR_gY9&q=85&s=f12b6af0c7a0c64f26e63c40ce5546d6" alt="HR D Chart S" width="1350" height="792" data-path="images/HR-D-Chart-S.png" />
    </Frame>
  </Step>

  <Step title="Fill the required information ">
    <Frame>
      <img src="https://mintcdn.com/bizbone/V-GzQDIBHbHR_gY9/images/HR-D-Chart-C.png?fit=max&auto=format&n=V-GzQDIBHbHR_gY9&q=85&s=00e02d38ebedfa063b1ab8eb150f7a3b" alt="HR D Chart C" width="1350" height="876" data-path="images/HR-D-Chart-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/V-GzQDIBHbHR_gY9/images/HR-D-C-Refresh.png?fit=max&auto=format&n=V-GzQDIBHbHR_gY9&q=85&s=d13b612a497a76623bc797e2c472de95" alt="HR D C Refresh" width="1350" height="568" data-path="images/HR-D-C-Refresh.png" />
</Frame>

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

#### Filter

<Frame>
  <img src="https://mintcdn.com/bizbone/V-GzQDIBHbHR_gY9/images/HR-D-C-Filter.png?fit=max&auto=format&n=V-GzQDIBHbHR_gY9&q=85&s=abf3ba2626a9ffdfaad40b42bb932a98" alt="HR D C Filter" width="1350" height="568" data-path="images/HR-D-C-Filter.png" />
</Frame>

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/V-GzQDIBHbHR_gY9/images/HR-D-C-Functions.png?fit=max&auto=format&n=V-GzQDIBHbHR_gY9&q=85&s=53e2c527e6c508dbeba605e2c602a79c" alt="HR D C Functions" width="1350" height="568" data-path="images/HR-D-C-Functions.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.

### Add Task

Create and assign new tasks for tracking and completion.

<Steps>
  <Step title="Select Add Task">
    <Frame>
      <img src="https://mintcdn.com/bizbone/V-GzQDIBHbHR_gY9/images/HR-D-Add-Task.png?fit=max&auto=format&n=V-GzQDIBHbHR_gY9&q=85&s=685e5b7e4d52ce9149a6e91f4d69396d" alt="HR D Add Task" width="1350" height="602" data-path="images/HR-D-Add-Task.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required information">
    <Frame>
      <img src="https://mintcdn.com/bizbone/V-GzQDIBHbHR_gY9/images/HR-D-Add-T-C.png?fit=max&auto=format&n=V-GzQDIBHbHR_gY9&q=85&s=1aad23b8e194fda2b4e2466ff5101757" alt="HR D Add T C" width="1350" height="956" data-path="images/HR-D-Add-T-C.png" />
    </Frame>

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

### Task List Functions

#### Refresh

<Frame>
  <img src="https://mintcdn.com/bizbone/V-GzQDIBHbHR_gY9/images/HR-D-T-Refresh.png?fit=max&auto=format&n=V-GzQDIBHbHR_gY9&q=85&s=454283328362972eb04d63a38b684e0c" alt="HR D T Refresh" width="1350" height="540" data-path="images/HR-D-T-Refresh.png" />
</Frame>

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

#### Filter

<Frame>
  <img src="https://mintcdn.com/bizbone/V-GzQDIBHbHR_gY9/images/HR-D-T-Filter.png?fit=max&auto=format&n=V-GzQDIBHbHR_gY9&q=85&s=ab99b2a6cc9fbe12c9b9cec2617eab00" alt="HR D T Filter" width="1350" height="540" data-path="images/HR-D-T-Filter.png" />
</Frame>

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

#### Column

<Frame>
  <img src="https://mintcdn.com/bizbone/V-GzQDIBHbHR_gY9/images/HR-D-T-Column.png?fit=max&auto=format&n=V-GzQDIBHbHR_gY9&q=85&s=76e66ec47ba36ace1d44b01039ffacf9" alt="HR D T Column" width="1350" height="602" data-path="images/HR-D-T-Column.png" />
</Frame>

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

## View Alerts

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

<Frame>
  <img src="https://mintcdn.com/bizbone/V-GzQDIBHbHR_gY9/images/HR-D-Alerts-1.png?fit=max&auto=format&n=V-GzQDIBHbHR_gY9&q=85&s=df6aefdf884ddff6c0479e7615526c8f" alt="HR D Alerts 1" width="1350" height="1168" data-path="images/HR-D-Alerts-1.png" />
</Frame>

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