> ## 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 Program Management metrics, activities, and operational data. Customize dashboard views to monitor performance, trends, and activities relevant to organizational goals.

## Create a New Dashboard

<Steps>
  <Step title="Navigate to Dashboard">
    <Frame>
      <img src="https://mintcdn.com/bizbone/7TrD4yeN_3A6R9ZV/images/PM-D-Nav.png?fit=max&auto=format&n=7TrD4yeN_3A6R9ZV&q=85&s=ba9a1cbae6fe2d2e8e2f1ed6b8dd7fc9" alt="PM D Nav" width="1350" height="700" data-path="images/PM-D-Nav.png" />
    </Frame>
  </Step>

  <Step title="Select System Dashboard to open the dashboard dropdown list">
    <Frame>
      <img src="https://mintcdn.com/bizbone/7TrD4yeN_3A6R9ZV/images/PM-D-Select.png?fit=max&auto=format&n=7TrD4yeN_3A6R9ZV&q=85&s=e94c2617139247c3a7a355c2a5ebf370" alt="PM D Select" width="1350" height="668" data-path="images/PM-D-Select.png" />
    </Frame>
  </Step>

  <Step title="Select New Dashboard">
    <Frame>
      <img src="https://mintcdn.com/bizbone/7TrD4yeN_3A6R9ZV/images/PM-D-New.png?fit=max&auto=format&n=7TrD4yeN_3A6R9ZV&q=85&s=919a62859f752a915ebec4aef451f0f2" alt="PM D New" width="1350" height="654" data-path="images/PM-D-New.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required information">
    <Frame>
      <img src="https://mintcdn.com/bizbone/7TrD4yeN_3A6R9ZV/images/PM-D-New-C.png?fit=max&auto=format&n=7TrD4yeN_3A6R9ZV&q=85&s=bb085ffabddea56cd9961d07b9b60705" alt="PM D New C" width="1350" height="798" data-path="images/PM-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/7TrD4yeN_3A6R9ZV/images/PM-D-Actions.png?fit=max&auto=format&n=7TrD4yeN_3A6R9ZV&q=85&s=772947587d381e0a3e35c909ed04f379" alt="PM D Actions" width="1350" height="654" data-path="images/PM-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/7TrD4yeN_3A6R9ZV/images/PM-D-Add-Chart.png?fit=max&auto=format&n=7TrD4yeN_3A6R9ZV&q=85&s=10359674bb9d90c473fb8644037c0891" alt="PM D Add Chart" width="1350" height="654" data-path="images/PM-D-Add-Chart.png" />
    </Frame>
  </Step>

  <Step title="Select the desired chart type">
    <Frame>
      <img src="https://mintcdn.com/bizbone/7TrD4yeN_3A6R9ZV/images/PM-D-Chart-Type.png?fit=max&auto=format&n=7TrD4yeN_3A6R9ZV&q=85&s=96bf968480908da8df1c7eef503359be" alt="PM D Chart Type" width="1350" height="654" data-path="images/PM-D-Chart-Type.png" />
    </Frame>
  </Step>

  <Step title="Fill the required information ">
    <Frame>
      <img src="https://mintcdn.com/bizbone/7TrD4yeN_3A6R9ZV/images/PM-D-Chart-C.png?fit=max&auto=format&n=7TrD4yeN_3A6R9ZV&q=85&s=b7d6b98f891a4bfad6b8b922adfd6a4c" alt="PM D Chart C" width="1350" height="772" data-path="images/PM-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/7TrD4yeN_3A6R9ZV/images/PM-D-Refresh.png?fit=max&auto=format&n=7TrD4yeN_3A6R9ZV&q=85&s=0583a0072dabb30eda59a205db48eed3" alt="PM D Refresh" width="1350" height="660" data-path="images/PM-D-Refresh.png" />
</Frame>

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

### Filter

<Frame>
  <img src="https://mintcdn.com/bizbone/7TrD4yeN_3A6R9ZV/images/PM-D-Filter.png?fit=max&auto=format&n=7TrD4yeN_3A6R9ZV&q=85&s=71a36c57b8d4e99e1aa960937be050c1" alt="PM D Filter" width="1350" height="660" data-path="images/PM-D-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/7TrD4yeN_3A6R9ZV/images/PM-D-A-Functions.png?fit=max&auto=format&n=7TrD4yeN_3A6R9ZV&q=85&s=9a500078775fc07709c1344e77b6bc91" alt="PM D A Functions" width="1350" height="660" data-path="images/PM-D-A-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.

### Refresh

<Frame>
  <img src="https://mintcdn.com/bizbone/7TrD4yeN_3A6R9ZV/images/PM-D-Task-R.png?fit=max&auto=format&n=7TrD4yeN_3A6R9ZV&q=85&s=ee1ecc395f22308f483e2936341a24e1" alt="PM D Task R" width="1350" height="660" data-path="images/PM-D-Task-R.png" />
</Frame>

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

### Filter

<Frame>
  <img src="https://mintcdn.com/bizbone/7TrD4yeN_3A6R9ZV/images/PM-D-Task-F.png?fit=max&auto=format&n=7TrD4yeN_3A6R9ZV&q=85&s=11a66d67526dcd286e31b94ae27fccb0" alt="PM D Task F" width="1350" height="660" data-path="images/PM-D-Task-F.png" />
</Frame>

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

### Column

<Frame>
  <img src="https://mintcdn.com/bizbone/7TrD4yeN_3A6R9ZV/images/PM-D-Task-C.png?fit=max&auto=format&n=7TrD4yeN_3A6R9ZV&q=85&s=5352d99d7d44d2981649c717c25c3bdb" alt="PM D Task C" width="1350" height="660" data-path="images/PM-D-Task-C.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/7TrD4yeN_3A6R9ZV/images/PM-D-Task-A.png?fit=max&auto=format&n=7TrD4yeN_3A6R9ZV&q=85&s=b0a9985534f28f510f1fa1c2e7a44878" alt="PM D Task A" width="1350" height="660" data-path="images/PM-D-Task-A.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required information">
    <Frame>
      <img src="https://mintcdn.com/bizbone/7TrD4yeN_3A6R9ZV/images/PM-D-Task-A-C.png?fit=max&auto=format&n=7TrD4yeN_3A6R9ZV&q=85&s=7ffcb1fa30fac28e5f0582100f8ac6af" alt="PM D Task A C" width="1350" height="968" data-path="images/PM-D-Task-A-C.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/7TrD4yeN_3A6R9ZV/images/PM-D-Task-M.png?fit=max&auto=format&n=7TrD4yeN_3A6R9ZV&q=85&s=e77a0be05b09fdad8e03e95d9a4d3bf8" alt="PM D Task M" width="1350" height="670" data-path="images/PM-D-Task-M.png" />
    </Frame>
  </Step>

  <Step title="Confirm action">
    * **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.
  </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/7TrD4yeN_3A6R9ZV/images/PM-D-Alerts.png?fit=max&auto=format&n=7TrD4yeN_3A6R9ZV&q=85&s=96447787817d3526b9a22355655ee58c" alt="PM D Alerts" width="1350" height="670" data-path="images/PM-D-Alerts.png" />
</Frame>

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