How to Use the Assignment Dashboard and Widgets

💬 Note: This article refers to Assignments.  Depending on your label alias configuration these might display differently in your tenant. Learn more here

🔒 Note: This capability requires Assignments (Read / Admin) to access. Learn more here

🔑 Note: This capability requires a feature flag to be enabled. Please contact Obzervr Support at support@obzervr.com to request enabling this.

To enhance your management process and add more context to your assignment list, you can level up by using the assignment dashboard. This feature enables you to incorporate additional blocks of information with widgets, creating a dashboard of information.

In this article, we will cover the assignment dashboard, including what it is, how to customize it with widgets, how each widget works, and how to quickly filter the dashboard to create a unified view of data.

 

Click any of the following links to skip ahead:

• About Assignment Dashboard
• How to Access the Assignment Dashboard
• Customize Your Dashboard with Widgets
• About the Roster Widget
  • Anatomy of the Roster Widget
  • Date Picker
  • Searching and Sorting
• About the Notepad Widget
  • Anatomy of the notepad widget
  • Create a notepad
  • Create a page
  • Sharing and Shared Notepads
  • Filtering notepads and pages
  • Print a Notepad Page
  • Entering a page with the text editor
• Filtering and Widgets

About Assignment Dashboard

The assignments dashboard allows you to add additional components to the assignment list, creating a dashboard that provides context to improve your management process. These components we call ‘widgets’. With widgets, you are able to choose what additional information you want on the dashboard, and where.

Currently, we support widgets for:

• Roster

  The roster widget displays the availability and scheduled hours of team members, helping you schedule work based on resource availability and ensuring everyone has work assigned. Learn more here.

  Note: the roster widget requires integration with a resourcing system to function.

• Notepad

  The notepad widget is a flexible and collaborative tool for sharing and editing notepads with teammates or for personal use. It enables chronological visualization of notes and provides a simple yet powerful way to capture and share information. Learn more here.

The assignment list uses the same list and views as the worklist. This means that you can reuse your views without needing to recreate anything. In other words, any views or changes made to either the worklist or the assignment dashboard will be synchronized, eliminating the need to recreate or duplicate them.

 

How to Access the Assignment Dashboard

🔑 Note: This capability requires a feature flag to be enabled. Please contact Obzervr Support at support@obzervr.com to request enabling this.

To access the assignment dashboard, simply click on 'assignment dashboard' in the navigation menu of Manager (located under the 'schedule' heading). This will open the assignment dashboard in a new tab.

 

Customize Your Dashboard with Widgets

When you first open the dashboard, it will be set up with default widgets to help you get started. However, you have the flexibility to change these widgets and their positions according to your preferences.

How to customize your dashboard:

1. Click on the ‘widget’ button. This will open up the layout options for widgets.
2. Select which widget you want in the placements available (left or right)
3. Confirm your changes

Your assignment dashboard will now be updated to your layout preferences.

How to disable the widgets:

You can also disable and enable the widgets. This allows you to hide the widgets when you want to focus only on the assignments.

1. Click on the widget button.
2. Click the enable widget toggle so that is in the off state.
3. Confirm your changes

The widgets will now be hidden from the assignment dashboard. You can enable them by following the same steps as disabling. This will enable widgets in the same setup before you disable them.

 

About the Roster Widget

If your tenant is integrated with a resourcing system, the roster widget allows you to view the availability and scheduled hours of your team members. This widget helps you understand the resources that are available to you and enables you to schedule work accordingly — ensuring that everyone available has work to do!

 

Anatomy of the Roster Widget

Legend	Name	Function
1	Datepicker	Select the date for the roster data
2	Column Headers	The roster has the following column headers: Status: Displays their availability by a color status indicator (red is unavailable and green is available) and their type of status such as ‘annual leave’, training, etc. (Provided by integration) Name: First and last of the user Shift: Shirt user belongs to (Provided by integration) Crew: Crew user belongs to (Provided by integration) Hours: Hours scheduled for work (Provided by integration) Workload: Number of assignments assigned/associated to the user for the selected date
3	Lists of Users	Note: The table will only display users that have rostering data
4	Search	Quick search to locate items that contain the inputted value
5	Rows per page	Set the number of rows displayed on a page
6	Page navigation	Navigate back and forth across the table

 

Date Picker

The roster table displays the roster by day. By default, the date picker is set to the current day's date. To change the date of the roster, simply select the date picker(1) and choose your desired date from the calendar.

You can also use the assignment dashboard quick filter for dates to filter not only the roster but also the worklist and any other relevant widgets. Learn more here.

 

Searching and Sorting

The roster table supports search and sorting functionalities, making it easy to locate users.

In addition to searching, you can also sort data. Sorting allows you to control the order of the list.

To search the table:

1. Select the search icon (4)
2. Enter the value to are looking for

The table will now display users whose search input matches any column that contains the input.

To clear the search, simply click the cross icon on the search bar or delete your input.

To sort a column:

1. Click the column header

This will sort in ascending order if sorting has not been applied, or in descending order if sorting has been applied.

You can also sort by:

1. Right-click on the column header. This will open all sorting option
2. Select your sorting preference

Note: you can only sort by one column at a time

To remove sorting:

1. Right-click on the sorted column header. This will open all sorting options.
2. Select ‘Clear sorting’.

About the Notepad Widget

Obzervr's Note Pad Widget is a flexible and collaborative tool. It allows you to share notepads with your teammates, edit them together, and add dates to visualize notes chronologically. You can also create personal notes for private use. Although notepads may appear simple, they provide a powerful means of capturing and sharing information.

 

Anatomy of the notepad widget

Legend	Name	Function
1	Notepad Selector	Select what notepad you want to view or edit. The list is ordered alphabetically. You can type in the input to search.
2	Page Selector	Select what page you want to view or edit. The list is ordered chronologically by date. You can type in the input to search.
3	Back and Forth Page Navigation	Quickly navigated forward and backward through the list of pages
4	Save Page	Save changes to the page.
5	Text Editor Functions	Style your text using formatting functions. Learn more here.
6	Undo and Redo Changes	Undo or redo changes to your page. Not available once changes have been saved.
7	More Options	Contains: Manage Notepad Create Notepad Manage Page Create Page
8	Text Editor Area	See and edit the page content here

 

Create a notepad

To get started with notepads (unless one has been shared with) you will need to create a notepad.

1. Select the more option icon (7)
2. Select the ‘Create Notepad’ option. This will open the ‘Create Notepad’ page.
3. Give your notepad a name and description. This will help you and your team understand what it is for.
4. Optional: If you would like to share and work collaboratively with others, you can share your notepad. Learn more here.
5. Select confirm (tick icon)

Your notepad will now be created. The next step to get started is to create a page as the notepad will have no pages initially.

 

Create a page

To create a new page for a notepad:

1. Select the overflow menu (7)
2. Select the ‘Create Page’ option. This will open the Create page.
3. Give your page a name. This is defaulted to the current date.
4. Select the date for which the page is intended. By default, this is set to the current day's date. The date is crucial for filtering and visualizing the notepad based on a specific timeframe.
5. Select confirm (tick icon).

Once created, the notepad will open to that page and you can start filling in. Learn more about filling in pages here.

 

Sharing and Shared Notepads

Notepads support sharing, this allows you and your team to work collaboratively and share information. Sharing behaviors is the same as views.

When creating or editing a notepad you have three options

1. Not sharing the notepad This is the default state if no sharing setting is selected. This will create a private notepad that only your account has visibility and access to.

2. Share with teams This will share the notepad with any users who are members of any of the teams selected.

3. Share with everyone

   This will share the notepad with everyone who is a user of the tenant.

Once shared, the notepad will be available to users matching your selection. These users will now be able to edit and create pages in the notepad, but not edit or delete the notepad itself. As the owner of the notepad, you can edit the sharing settings at any time.

 

Manage Notepads and Pages

Once you have some notepads and pages created, you will be able to manage them by editing the name, description, and sharing functions of a notepad.

To manage notepads or pages, select the more options on the notepad widget. Then select from the option for either notepads or pages.

 

Filtering notepads and pages

Notepads and pages can be filtered by team, which includes notepads shared with the filtered teams, as well as by date. When filtering by date, pages with a matching date value or the closest date will be included. Learn more here.

 

Print a Notepad Page

To print your current page, use the 'Open Print View' option. To do this:

1. Open the page of the notepad you wish to print
2. Select ‘Open Print View’ in the text editor functions(5)
   Note: On smaller screens, this may be under the ‘more options’ button(7)

Your page will now open in a new tab in a format that's easy to print. From here, you can print using your browser's options.

 

Entering a page with the text editor

Once you create a page, simply select the text editor area to be able to start writing. Use the text editor to create your note, apply rich text formatting, and insert images to format it according to your preferences.

Note: Don’t forget to save your page! Changes to your page will not be automatically saved.

Icon	Name	Function
	Save	Save your changes to the page
	Undo	Undo your changes to the page
	Redo	Redo changes to the page you undid
	Bold	Bold your text
	Italics	Italicize your text
	Strikethrough	Strikethrough your text
	Underline	Underline your text
	Remove Formatting	Remove any style formatting for your highlight text
	Add Link	Add a link. This includes the URL, display text, and whether the link will open in a new tab or not
	Open Print View	Open the currently selected page in a new tab in an easy-to-print format

 

Filtering and Widgets

The assignment dashboard supports page filtering, which enables you to quickly filter the assignment list and available widgets to show items that match the selected filter. This saves you time by eliminating the need to individually filter or adjust the widgets to align with the data, allowing you to create a contextual view of the data efficiently.

Currently, we support:

• Team Filter

  Allows you to quickly filter the dashboard by one or more teams. This is useful for being able to quickly filter the dashboard by the teams you are responsible for or focusing on.

  When applied:

  • Assignment List: Displays only assignments where the team value matches any of the selected teams
  • Roster Widget: Displays only users who a members of any of the selected teams
  • Notepad Widget: Displays only notepads which is shared with any of the selected teams, shared with everyone, or are private notepads

• Date Filter

  Allows you to quickly filter the dashboard by a date. This is useful for being able to quickly see what is happening today vs yesterday or tomorrow.

  When applied

  • Assignment List: Will display only assignments whose to or from date contain the selected date
  • Roster Widget: The date picker will automatically change to the selected date
  • Notepad Widget: The selected notepad’s page will automatically change to the most recent page that matches the selected date

Note: the assignment list and widgets also have filtering options. The page filters will apply in conjunction with these filters, but will not override them.