Dashboard Overview

Objectives

Exploring the Menu
Filters & Legend
Sync, Support, Action Item Alerts Badge, New Review/Message
NOTE: The sync wheel is only visible in the mobile app
Activity Queues
- Today’s Activity
- Upcoming
- Past Due
- This Week

Action Card Logo: Click or tap to navigate back to dashboard
Reviews: Click to see Review queue
Checklists: Click to see Checklist queue
Recurring: Manage recurring checklist schedules
Notes: Notes log entered during completion of Checklists
Locations: Access all current and past location data, including Reviews, Action Items, and Checklists
Action Center: Manage all messages and Action Items
Document Library: Manage (admin only) or view documents, links, etc., stored internally in Action Card account
Reporting
Menu: Click or tap to expand or close menu

Click any combination to only show selected types of activity
Key Reviews: Visible for other users, trigger email/notifications, and are available in reporting
Select any review tool from the dropdown to filter the activity feed—only showing reviews and action items related to that tool

Click to open Support Menu
Click to see top 5 most recent Action Items, which may include overdue items
Click +New to start a new Review or Checklist

Checklists: Any activity related to checklists started, completed, or in-progress
Upcoming: Reviews scheduled to occur
Today’s Activity: Any activity started or completed today
Past Due:
- Action items that are past due
- Scheduled reviews that were missed
- In-progress reviews that were started but not completed
This Week: Activity for the past 7 days