Onboarding
Overview of the dashboard layout: stat cards, project widgets, upcoming deadlines, announcements, and how to customize widgets.
The Dashboard is the first thing you see when you log in. It's a personalized overview of what matters most to you: active projects, upcoming deadlines, work awaiting your approval, and important announcements. Unlike other sections of the portal, your dashboard is customizable, so you can set it up to show exactly what you need.
Every dashboard includes these sections, though not all may apply to your role:
Active Projects
A widget showing all the projects currently underway. Click any project to open it and see its tasks, timeline, and deliverables. The widget displays the project status (On Track, At Risk, or Off Track) at a glance.
Upcoming Deadlines
A chronological list of deliverables and milestones due in the next 30 days. Click any deadline to jump directly to that deliverable or task. If a deadline is approaching or overdue, it's highlighted in red.
Announcements
Official messages from your organization or Sun Locke. Admins post announcements from the Toolkit or Marketing Intelligence sections. You can't miss important updates because they appear here.
Approval Queue
If you have approval permissions, this widget shows deliverables and requests waiting for your review. Click any item to approve or request changes. This widget only shows if you have the Approver capability.
Billing Stats
If you have billing permissions, you'll see financial summaries including invoiced amount, paid amount, and outstanding balance. Click to view detailed billing reports. This widget only shows if you have Billing Access or Full Billing capability.
- Click Settings in the sidebar.
- Click the Dashboard tab.
- You'll see a list of available widgets. Check the boxes next to the ones you want to see.
- Click Save Changes.
Your dashboard will update immediately to show only the widgets you selected. You can change this at any time by going back to the Dashboard settings.
- Bookmark this page: The dashboard is your quickest route to what needs attention. Bookmark it in your browser.
- Watch the color codes: Green means on track, yellow means at risk, red means overdue or off track.
- Check upcoming deadlines first: Start your day by reviewing what's due soon.
- Use notifications: Set your notification preferences in Settings so you get alerted about changes, approvals, and deadlines.
Some widgets only appear if you have the right permissions. For example, the Approval Queue won't show unless you're an Approver. The Billing Stats widget won't show unless you have Billing Access. If you think you're missing a widget, check your role and capabilities. If something should be there and isn't, reach out to your admin.
If you need additional help, reach out to your Account Manager or submit a support ticket from the Support page.
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