How do I use the Dashboard?

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How do I use the Dashboard?

The Dashboard is your stream-lined management center. In the Dashboard, you'll find a search feature that encompasses all your activities and notes (as well as those of the people you are sharing with), a manageable collection of Activity Lists, two Outlook viewlets (Calendar and Inbox), and a link to your Contact book. At the top of the Dashboard are two buttons: "Notifications" and "Updates."

You can collapse the entire application to the Dashboard so that you can keep an eye on all of the things on your plate.

Click on the "Requests," "Alerts," or "Watches" buttons to view your new Updates.

The Activity Lists help you decide what is displayed in your Activities Outline. Click on any of the lists to filter your activities in the appropriate way.

The Search viewlet allows you to search your entire Accomplice system for notes and activities.

The Calendar viewlet is fully integrated with your Outlook Calendar. You can deal with your Calendar appointments directly through the Accomplice viewlet, so you don't have to flip back and forth between Outlook and other programs.

The Email viewlet acts as a portal into your email. You can make activities from emails by dragging and dropping them into the Activities pane. This way you can turn an email into a trackable, manageable activity.

Click on the Contacts button to view all the contacts in your Accomplice contact book. You can share Accomplice activities with anyone in your contacts. Drag contacts directly from the contacts panel to activities in your list to quickly begin sharing those activities with your contacts.