The Main Dashboard where all your Projects and Boards are listed is the entry point of your Kanbanize account.
Projects & Boards
At the left side of the dashboard are listed all projects and boards you are assigned to. If you have administrator privileges and you have activated your admin view, you will see all projects and boards in the account.
You can fold your Projects for better visibility by clicking on the minus sign to the left of the project's name. Click on the plus sign to expand the project and see all its boards.
To organize your projects in your preferred order, click on the banner to the left of the project name and drag and drop the project in the desired order.
You can also organize the boards in your project in this way.
Project & Board Filter
The Filter located at the bottom left corner of your screen allows you to filter your dashboard and run a quick search over your projects or/and boards. Type the project/board name or use a keyword from the title and the board will be filtered instantly. The filter will be saved even if you refresh your browser or start a new session after having logged out from your account. To remove the filter, just delete the text from the filter field. If you want to filter based on a second criteria, separate it with a space or a comma.
At the right side of the Main Dashboard are positioned the Widgets. Adding widgets to your dashboard is the perfect way to visualize the most important information from your boards at the entry point of your Kanbanize account.
To add a Widget-> use the plus icon to open the retractable menu ->select Add Widgets.
The predefined widgets are as follows: Cards Assigned to me; Overdue Cards; Overdue Cards Assigned to me; Blocked cards assigned to me; Process efficiency.
Your company name is displayed on the top left corner of the main dashboard.
Use the edit icon (pencil) to change it.
Note: The subdomain of your account will remain the same.
Clicking on the Kanbanize logo will open our homepage in a new browser tab.
In the top right corner of the Main Dashboard you find the buttons leading to: Advanced Search ( the magnifying glass); Administration panel; Notifications; Account Menu (name).
The Account Menu
To open the Account Menu, click on your username. From the menu you have access to:
1. My Account
2. API: From here you can generate a key, which will allow you to access the RESTful API.
3. Payment Plan: opens your Payment Plan Panel.
4. Help: opens Kanbanize Knowledgebase where you can find useful information on the software and practical tips.
5. Tutorials: leads to Kanbanize in-app walkthrough tutorials.
6. Support: opens a Kanbanize support ticket form which you can fill in and send directly from the software.
7. Logout: click to log out from your account.
Retractable Additions Button
Click on the plus sign in the bottom right corner to open the retractable additions menu.
From here you can go to the View Reports, Add Project, Add Widget and Add Background options.
Click on the x-sign to close the menu and to create more space on your dashboard.