> ## 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 employee-related activities, tasks, and personal account information. Customize dashboard views to monitor assigned tasks, approvals, requests, and employee self-service activities.

## Create a New Dashboard

<Steps>
  <Step title="Navigate to Dashboard">
    <Frame>
      <img src="https://mintcdn.com/bizbone/6cI01-W8VdftgePz/images/SS-D-Nav.png?fit=max&auto=format&n=6cI01-W8VdftgePz&q=85&s=b9c36cf5189ac99da79ce1fc34de3b0e" alt="SS D Nav" width="1560" height="1130" data-path="images/SS-D-Nav.png" />
    </Frame>
  </Step>

  <Step title="Select System Dashboard to open the dashboard dropdown list">
    <Frame>
      <img src="https://mintcdn.com/bizbone/6cI01-W8VdftgePz/images/SS-D-Select.png?fit=max&auto=format&n=6cI01-W8VdftgePz&q=85&s=bb7bef000243c9e59578dd5be75e58b6" alt="SS D Select" width="1560" height="674" data-path="images/SS-D-Select.png" />
    </Frame>
  </Step>

  <Step title="Select New Dashboard">
    <Frame>
      <img src="https://mintcdn.com/bizbone/6cI01-W8VdftgePz/images/SS-D-New.png?fit=max&auto=format&n=6cI01-W8VdftgePz&q=85&s=de3acf411baec7349ea2e17eb352db58" alt="SS D New" width="1560" height="674" data-path="images/SS-D-New.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required information">
    <Frame>
      <img src="https://mintcdn.com/bizbone/6cI01-W8VdftgePz/images/SS-D-Save.png?fit=max&auto=format&n=6cI01-W8VdftgePz&q=85&s=e0c23eadd8cd01b7b5b07e1a3a56f69f" alt="SS D Save" width="1560" height="810" data-path="images/SS-D-Save.png" />
    </Frame>

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

## Dashboard Actions

<Frame>
  <img src="https://mintcdn.com/bizbone/6cI01-W8VdftgePz/images/SS-D-Actions.png?fit=max&auto=format&n=6cI01-W8VdftgePz&q=85&s=c8240724d87df55d6be52de293cafd8d" alt="SS D Actions" width="1560" height="672" data-path="images/SS-D-Actions.png" />
</Frame>

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

## Add a Chart

<Steps>
  <Step title="Select the Add Chart button">
    <Frame>
      <img src="https://mintcdn.com/bizbone/6cI01-W8VdftgePz/images/SS-D-Add-Chart.png?fit=max&auto=format&n=6cI01-W8VdftgePz&q=85&s=75b0c051dbb4ec68e98b39514693ff66" alt="SS D Add Chart" width="1560" height="672" data-path="images/SS-D-Add-Chart.png" />
    </Frame>
  </Step>

  <Step title="Select the desired chart">
    <Frame>
      <img src="https://mintcdn.com/bizbone/6cI01-W8VdftgePz/images/SS-D-Select-Chart.png?fit=max&auto=format&n=6cI01-W8VdftgePz&q=85&s=88ce938b514e5683d2cf148ad63d41db" alt="SS D Select Chart" width="1560" height="672" data-path="images/SS-D-Select-Chart.png" />
    </Frame>
  </Step>

  <Step title="Fill the required information ">
    <Frame>
      <img src="https://mintcdn.com/bizbone/6cI01-W8VdftgePz/images/SS-D-Save-Chart.png?fit=max&auto=format&n=6cI01-W8VdftgePz&q=85&s=74d8e8b568d755592fadd2099598aef6" alt="SS D Save Chart" width="1560" height="1262" data-path="images/SS-D-Save-Chart.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/6cI01-W8VdftgePz/images/SS-D-Chart-R.png?fit=max&auto=format&n=6cI01-W8VdftgePz&q=85&s=49900481ea5ef736628bc514fc033e50" alt="SS D Chart R" width="1560" height="626" data-path="images/SS-D-Chart-R.png" />
</Frame>

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

### Filter

<Frame>
  <img src="https://mintcdn.com/bizbone/6cI01-W8VdftgePz/images/SS-D-Chart-F.png?fit=max&auto=format&n=6cI01-W8VdftgePz&q=85&s=47a0e5f02f3dcbca5dfd920f0b1a9005" alt="SS D Chart F" width="1560" height="626" data-path="images/SS-D-Chart-F.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/6cI01-W8VdftgePz/images/SS-D-Chart-AF.png?fit=max&auto=format&n=6cI01-W8VdftgePz&q=85&s=fcac49c94a2e1707cd56c3acc0ff70d5" alt="SS D Chart AF" width="1560" height="626" data-path="images/SS-D-Chart-AF.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/6cI01-W8VdftgePz/images/SS-D-Task-R.png?fit=max&auto=format&n=6cI01-W8VdftgePz&q=85&s=c67f59fbcd718f7ae5963af58accd0b4" alt="SS D Task R" width="1560" height="728" data-path="images/SS-D-Task-R.png" />
</Frame>

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

### Filter

<Frame>
  <img src="https://mintcdn.com/bizbone/6cI01-W8VdftgePz/images/SS-D-Task-F.png?fit=max&auto=format&n=6cI01-W8VdftgePz&q=85&s=06474dc0128150ab6f205da2ca84639e" alt="SS D Task F" width="1560" height="728" data-path="images/SS-D-Task-F.png" />
</Frame>

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

### Column

<Frame>
  <img src="https://mintcdn.com/bizbone/6cI01-W8VdftgePz/images/SS-D-Task-C.png?fit=max&auto=format&n=6cI01-W8VdftgePz&q=85&s=1e6a1d79315bc689c003273622de5654" alt="SS D Task C" width="1560" height="728" data-path="images/SS-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/6cI01-W8VdftgePz/images/SS-D-Task-Add.png?fit=max&auto=format&n=6cI01-W8VdftgePz&q=85&s=0cab691d9e546b5eb4efec23f2c3debb" alt="SS D Task Add" width="1560" height="728" data-path="images/SS-D-Task-Add.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required information">
    <Frame>
      <img src="https://mintcdn.com/bizbone/6cI01-W8VdftgePz/images/SS-D-Task-Save.png?fit=max&auto=format&n=6cI01-W8VdftgePz&q=85&s=c49cf2bc53cf6869aa2f24867ad45863" alt="SS D Task Save" width="1560" height="1004" data-path="images/SS-D-Task-Save.png" />
    </Frame>

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

## Modify a Task

<Steps>
  <Step title="Select the Edit or Delete icon in the Action column">
    <Frame>
      <img src="https://mintcdn.com/bizbone/6cI01-W8VdftgePz/images/SS-D-Task-Mod.png?fit=max&auto=format&n=6cI01-W8VdftgePz&q=85&s=622ef7b9cf09e37e7986bae9332c9c91" alt="SS D Task Mod" width="1560" height="726" data-path="images/SS-D-Task-Mod.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/6cI01-W8VdftgePz/images/SS-D-Notif.png?fit=max&auto=format&n=6cI01-W8VdftgePz&q=85&s=8198e6db3cafa5181effb584be1dac03" alt="SS D Notif" width="1560" height="634" data-path="images/SS-D-Notif.png" />
</Frame>

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