QuoteCQ | How do I navigate the Dashboard?

As a QuoteCQ user, the task list is valuable as it shows all tasks for the team. Users can identify all tasks for each assembly.

Users can sort by:

  • Assembly Status: Filter between All, In Progress, On Hold, or Completed Quotes.

  • Task Status: Filter between Incomplete and Completed tasks.

  • Tasks For: Choose to view only individual tasks, or all user tasks.

Users will be able to see the list of tasks that are present (depending on filters).

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The next section is Task Indicator. This section will display a list of tasks and the total count for each task. It will also break down the number of open tasks for each user. This is helpful for admins to review where tasks need to be done.

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The last section on the dashboard is Sent Quotes. This will display all of the quotes that have been marked as sent. Here users can:

  1. Edit the Quote Status by using the Tag icon.

  2. Download a Quote report.

*NOTE: Users can also:

  • Click on any of the black headers to minimize the list.

  • Use the Hamburger icon to the right of the list to remove or add columns.