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My Creative Dashboard

The Creative Dashboard combines a staff member's daily time card, job hot sheet, and Work To Do into a single window. The Creative Dashboard lets creatives, production staff, and free-lancers see all of their important day-to-day information at one time.

creative dashboard
creative dashboard
creative dashboard
creative dashboard
creative dashboard

Overdue jobs are listed here.

The tasks that need to be finished today will appear in this column.

The phase that the job is in is listed here. The phase (or milestone) represents key events such as the dates of creative meetings, client approvals, press checks, etc.

The task deadline's time and date appears in this column.

The hours left for this task to be completed appears here. Hours for each task are pulled from the approved estimate for the job. This number represents the total number of hours left from the original estimate, minus the number of hours that have already been entered from time sheets.

This is a visual representation of the completion of the task for this job. If the black bar completely fills a row, the task is 100% complete. You will notice that completed tasks also show no hours left in the previous column.

Any special instructions for this task appear in this column. Special instructions are completely optional.

The Click-Time Card will list all overdue tasks that need to be completed today. To view the time card for previous or future dates, click the backward or forward arrow.

To enter time for a Job/Task, choose one from this list, then enter the number of hours worked on this task using the form below.

Time worked on a Job/Task can be entered here, along with an optional note. Choose a Job/Task from this list above, then enter the number of hours worked on this task and click Save.

You can change your In/Out Board status using this pull-down menu.

If you've changed your status to Out, you have the option to let others in the office know where you are (or where you're going) while you're away using this field.

Job Tasks that need to be completed this week appear in this window. Each Job/Task is listed on the date in your weekly calendar. To enter time for a Job/Task, select it on the calendar, then enter the number of hours worked on this task using the form on the right.

To view discussions, select a client from the Job Hot Sheet pull down menu. The jobs being discussed for this client will appear in the pull-down menu to the right.

Choose a job for the selected client from this pull-down menu.

Topics being discussed for this job will appear here. The name of the staffer who started the discussion appears, along with the topic title, date, and time. Select a topic from this list to view the comments thread on the right.

Comment threads appear here. Anyone assigned a task to this job can be a part of the HomeBase discussion. To comment on a discussion, click on a discussion from the list then enter your comment in the field below.

The discussion for the selected topic will appear here.

To comment on a discussion, click on a discussion from the list then enter your comment in this field. Then click the post button.

Ongoing and upcoming jobs are listed here.

Tasks that need to be finished in the upcoming weeks will appear in this column.

The phase that the job is in is listed here. The phase (or milestone) represents key events such as the dates of creative meetings, client approvals, press checks, etc.

The task deadline's time and date appears in this column.

The hours left for this task to be completed appears here. Hours for each task are pulled from the approved estimate for the job. This number represents the total number of hours left from the original estimate, minus the number of hours that have already been entered from time sheets.

This is a visual representation of the completion of the task for this job. If the black bar completely fills a row, the task is 100% complete. You will notice that completed tasks also show no hours left in the previous column.

Any special instructions for this task appear in this column. Special instructions are completely optional.

The window will display both the requests awaiting your approval as well as the requests you've made yourself. To see the approval request you've made, choose "I made" from the "show approval requests" drop-down menu.

Jobs with approvals will appear in this column. Select one and any special instructions for the approval will appear in the special instructions field below.

The step/description describes the type of request being made. A basic description is entered by Clients & Profits automatically, which you can change. The step/description identifies the request on the Approval Manager window and makes up the subject on the notification e-mail.

Approval requests are displayed separately by kind: proposals, jobs, purchase orders, media, A/P invoices, and A/R invoices).

The deadline for the approval appears here.

The name of the person who requested the approval appears in this column.

Approval requests are displayed separately by status: Pending, Approved, and Rejected. Any approval request that involves a job ticket will be displayed. Double-clicking on an approval request displays its complete details. From the Job Approval window you can review, edit, or delete approval requests, approve or reject a request, resend a selected approval request via e-mail, or print a hard-copy.

When a job is selected from the list, any optional special instructions for the approval will appear in the special instructions field here.



To see your Creative Dashboard

1 Choose My > My Creative Dashboard

The Creative Dashboard window will open.

The Dashboard lists the staff member's time for the day and even displays how many hours they still have to account for (which is an optional setting in the staff availability window). The job hot sheet list shows every job on which the staff member is assigned (either as the AE or as one of the traffic assignments) from the traffic system. And the deadlines section shows all of the staff member's unfinished tasks, both due today and overdue, from the Work To Do window.

Double-clicking on a time entry will open the Time Card window, allowing you to change the hours, job, task, or cost notes.

Double-clicking on a job in the hot sheet will open the Job Ticket window and display the selected job and its tasks.

Double-clicking on a job task in the deadlines list will also open the Job Ticket window.

To see the time card and task deadlines for a different day

1 Click on the Due Now tab. Job tasks due for the entire week can be seen here. To see which job tasks are going to be due in the coming weeks, click on the Ongoing+Upcoming tab.

To set the Dashboard to open automatically at startup

Only staff member with C&P admin access can change a user's account settings, including setting their startup window.

1 Choose Setup > Users:Permissions.

2 Select the staff member from the Staff Member drop-down menu. Once the staff member has been selected, click the edit button.

3 Choose My Creative Dashboard from the At startup, open drop-down menu.

4 Click Save..

The Dashboard will now open automatically whenever the staff member starts Clients & Profits or when he or she closes a window.



"Hands down, this Clients & Profits Helpdesk is the best of any support team." -- Kate Mistler, Fabiano Communications