The itracks Home tab includes a dashboard with an overview and advanced search, filter, and sorting options of your activities and projects, along with quick links and shortcuts to commonly used pages and management tools for easy navigation.
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Home Page
The Home page features the new Dashboard, where you can view and search for individual activities and projects to which you have access, as well as a Sidebar with quick links and shortcuts to other commonly used pages and management tools.
Dashboard
The main section of your home page features your personalized dashboard. Here, you can view and search all the activities and projects to which you have been given access. You can also sort and filter the contents. Below is an example of a Project Manager's dashboard.
The dashboard is organized in rows by item and columns by Name, Status, and Type. Each row also includes the Support ID. Depending on user type may include Alerts or navigation and management shortcuts.
Sorting and Filters
The dashboard gives you the option of sorting and filtering the contents of this table so that you can narrow down the items that appear. By default, the dashboard sorts items by Status, and has a default filter applied according to user type. Click Save As My Default View to save any combination of filters and sorting as your default dashboard view. Click Reset Filters to reset to the default filter for your user type.
Sorting
Click on the Sort dropdown menu to select how you would like your dashboard to sort items. The default sorting setting is Status. The other sorting options are Alphabetically A-Z, Alphabetically Z-A, Start Date (Newest to Oldest), and Start Date (Oldest to Newest).
Filters
Click on the Add/Edit Filters button to expand the dashboard filtering options.
The left-hand dropdown menu allows you to filter by Type, including Project and Activity, as well as software type such as itracks Realtime (Text), itracks Realtime (Video), Phone IDI, and Board.
The right-hand dropdown menu allows you to filter by Status, such as Happening Now, Upcoming, Completed (within the last 2 weeks) and Added (within the last 2 weeks).
Alerts
If there are any outstanding items such as participant upload or assignment, an Alert notification icon will appear in the item row, beside a number corresponding with the number of outstanding items. Hover over the Alert icon to see the descriptions and links to the respective page to resolve the alert.
Add Now - This will direct you to the Add/Edit Users page so that you may add and/or assign users.
Assign Now - This will direct you to the project's page so that you may assign users to activities as needed.
Dashboard shortcuts
The far right of each row in the dashboard contains shortcuts for quick navigation. The options available will vary by item type and user type. Navigational shortcuts to Account, Project, and Activity will allow you to navigate there by clicking the link. Click the button to expand additional options including shortcuts to management of Analysis, Emails, or Users pages.
View Account - This will redirect you to your Account page. Note: This option is available only to certain user types.
View Project - This will redirect you to the Project page for the item in that row. Note: This option is available only to certain user types.
View Activity - This will redirect you to the Activity page for the item in that row.
View Analysis - This will redirect you to the Analysis page for the item in that row. Note: This option is available only to certain user types.
Send Emails - This will redirect you to the Send/Schedule Emails page for the item in that row. Note: This option will appear only for Realtime projects and is available only to certain user types.
Add/Edit Users - This will redirect you to the Add/Edit Users page for the item in that row. Note: This option will appear only for Realtime projects and is available only to certain user types.
Sidebar
The Home page sidebar contains quick links and shortcuts to other commonly used pages and management tools.
Quick Links
This is a list of quick links for ease of navigation. Note: Different Quick Links will appear in this section based on your access to an account.
Go To Projects - This will direct you to your Projects page, where you will see all projects under your account that you have access to.
Activity Calendar - This will direct you to your activity calendar, where you can view and filter all activities you have access to in a calendar or agenda view.
Create a Project - This will open a project creation window.
Account Users - This will direct you to your Account Users page, where you can view and manage all account-level users. Note: Only Account Owner users have this option.
News - This will direct you to the itracks Notifications page, where you may see system announcements.
Continue where you left off
This is a list of projects you have recently accessed, and clicking on any name will direct you to that project to continue where you left off.
Your Information
This is an overview of your user information. Click the Edit button to edit your information.
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