Overview

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Revision as of 16:20, 19 November 2024 by Eva (talk | contribs)
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Dashboard

The dashboard is an overview page that can be edited and compiled individually. In the dashboard there is the possibility to create a general dashboard (system dashboard), which can only be edited by the administrators (or the defined group of people). In addition to the system dashboard, each user can also create one or more dashboards of their own. To individualize the dashboard, widgets can be added. Besides adding widgets, you can change their color and position, as well as edit each individual widget - via the pencil in the upper right corner. You can find more detailed information about this in our video tutorials.

If several dashboards are created, or are used, they can be selected in the left menu. In the menu you can also see which dashboard you are currently in.

Tasks

In addition to "classic" event planning CrewBrain also offers the option of creating tasks. These tasks can be created both job-independently and job-dependently. The last area can be found in the main menu. Here you can create new tasks, book working hours for the tasks and set tasks to completed. To keep an overview, tasks lists can be created and shared with other users.

Tasks that have already been created can be edited at a later time. Depending on access rights, you can also distribute tasks to employees. Similar to jobs, you can also create subtasks for tasks.

Calendar

The calendar is the heart of the software and always provides you with exactly the overview you need thanks to a wide variety of views and filters. In each view, you will find four icons in the top right-hand corner that allow you to create a new calendar entry, search for an entry, print out the calendar or download it. In each view, you can select the desired date at the top right. Depending on the view, you can select the year, the month, the calendar week or the day. By selecting forwards or backwards under 'Today', you can move through the years, months, weeks or days, again depending on the view. Filters can be set in each view, making your display even clearer.