Welcome to the heart of your Coordinoter experience! The My Overview section is your personalised dashboard, giving you a bird's-eye view of your performance and activities. Whether your role is an Admin, or Team Member, this section is tailored just for you. Let's break down what you'll find here.
Performance Card: Track Your Progress
First up, we have the Performance Card. This nifty little feature keeps you in the loop with your Key Performance Indicators (KPIs) and billable targets for the week. The progress bar is your visual guide, showing you how close you are to hitting those all-important goals. And because we love a bit of friendly competition (even if it's just with yourself), there's a percentage indicator that tells you how you're doing compared to the same time last week. Up or down, you'll know at a glance!
Tasks Card: Stay on Top of Your Workload
Next, we have the Tasks Card. This card shows the number of tasks you've completed so far this week. Just like the Performance Card, it includes a percentage indicator to show you if you're smashing it or if there's room for a bit of a push compared to last week. And for those moments when inspiration strikes, there's a handy Create a Task button right there. No need to navigate away; just click and get cracking on your next task.
Case Load Card: Manage Your Participants
Last but certainly not least, we have the Case Load Card. This card displays the number of participants assigned to you. It's your quick reference for managing your personal caseload. Inside the card, you'll find two buttons: one to view your Participants Overview and another Plus Icon Button to add a new participant directly from the main overview page. It's all about making your life easier and your workflow smoother.
So there you have it! The My Overview section is designed to keep you informed, efficient, and on top of your game. Dive in, explore, and make the most of your Coordinoter experience.