Document requests can be sorted on a dashboard in a dedicated section or in the project overview. The example on this page explains how it’s done in a dedicated section. Start by creating a new section.
1. To To edit the dashboard linked to the section, go to the tab ( section ) you created, hover the mouse pointer over Edit on the right side of the page, and click Edit dashboard.
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Tip: If the dashboard doesn't have any visible content, you can click the blue Edit dashboard button to start editing. |
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To sort document requests, you can use document types, categories, or labels. To select which document requests are displayed in each gadget, you can filter by basic data such as document types, categories, or labels. The placement of each request is defined in the the document request itself.
4. You can filter by selecting a document type, category, or label to be displayed in the gadget. Use the title field to indicate the filter criteria applied to the gadget. Click Save when finished.
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| Tip: If you want the document request dashboard to be part of the project overview, you can add it as a sub-dashboard. Fordelen med å bruke et del-dashbord i stedet for å legge det direkte i prosjektets oversikt er at man kan velge en annen utforming og det er lettere å lage en strukturert visning av forespørsleneThe advantage of using a sub-dashboard instead of placing it directly in the project overview is that you can choose a different layout and more easily create a structured view of the document requests. |
