Actionable Dashboard

Today I’ll be walking you through our enhanced Dashboard experience. Each user in PlexTrac will now see information pertinent to their assignments. Upon logging in and landing on the main dashboard, users leveraging the Client portal will also share the same experience. Now, there’s two new sections that I’ll be walking you through today. The first is the recently viewed Reports. You can see up at the top that there are now four tiles displaying. These will update based on the four most recent reports that you have viewed, along with the report status, report name, associated client, and total number of findings within that report.

And if you click into that tile, it’ll take you directly into the report so you can review or make any further changes needed. If I navigate back to the Dashboard, I can see that that previously second tile has now been reordered into spot number one. The most recent report will always display in the left hand side and will continually bump to the right until it eventually drops off. So this saves you a few clicks otherwise needed to navigate to those reports, allowing you to pick up right where you left off during your last session. The next section I’ll walk you through is the Your Assignments section. Now these tabs display tables of all of your assignments, which are controlled by the role within Findings, Reports and Assessments. And if you need a refresher around best practices for assignments and roles, we’ve included this link to open our Documentation Portal article on Assignments and roles.

Each of these tabs is going to have the option to customize the table so you can reorder any of the elements, hide or display any of them, and customize as you see fit within your findings. You also have the ability to click the status icon directly from the Dashboard table view to leave an update, close the Status or change to In Progress, as well as reassign or leave an update.