Overview
The Assignments Dashboard is the heart of tracking tasks, assignments, forms, and more. This dashboard provides tremendous visibility into activities that are happening within the engagement by coaches and/or coaches. Track when assignments are launched or completed. You can also track completion rates across clients, or engagements. The dashboard breaks down these metrics based on the assignment type, such as forms, links, tasks and more.
Dashboard Filters
At the top of the dashboard, filters are initially hidden from view. There is a 'Show Filters' option on the top right that will expand to show all available filters.
Expanded Filters
Filters on the Assignments Dashboard that include assignment, engagement, coachee, and coach attributes.
Filter options include:
Assigned Date
Assignement Due Date
Assignment Completed Date
Assignment Status
Engagement Created Date
Engagement Started Date
Engagement End Date
Engagement Status
Engagement Type
Engagement On/Off Track
Engagement Off Track Since Date
Engagement Name
Engagement Template
Coach Name
Coaching Company
Coach Gender
Coach Department
Coach Business Unit
Coach Location
Coachee Name
Client Organization
Coachee Leader Leve
Coachee Departement
Coachee Business Unit
Coachee Location
Tabular Data
Aside from all of the visualizations and metrics, the Assignments Dashboard also contains the tabular data with all of the assignment attributes.
Export
On the top right of the dashboard is a 3-Dot menu that allows for easy export to various formats including to image, Powerpoint, PDF, and Excel.
The export dialog allows for further customization including page layout such as landscape or portrait, and allows for annotations before export.
