Documents
1. Introduction of Sanplex features
1.1. Core Management Framework
1.1.1 Program
1.1.2 Project
1.1.3 Product
1.1.4 Execution
1.1.5 Management Models
1.2. Dashboard
1.2.1 Getting Started with Tutorials
1.2.2 Quick Add
1.2.3 Notification Center
1.2.4 Effort Tracking
1.2.5 Dashboard - Project and Execution
1.2.6 Dashboard - My Work, Contribution, and Recents
1.2.7 Dashboard - Approval
1.2.8 Contacts
1.3. Program
1.3.1 Program List
1.3.2 Program Kanban
1.3.3 Create Program
1.3.4 Create Sub-Programs
1.3.5 Project Charter Management
1.4. Product
1.4.1 Create Product
1.4.2 Manage Modules
1.4.3 Multi-Branch and Multi-Platform Management
1.4.4 Manage Plans
1.4.5 Manage Requirements
1.4.6 Requirement Reviews
1.4.7 Requirement Status and Phase
1.4.8 Create Releases
1.4.9 Track Progress
1.4.10 Business Requirements and Multi-Level Requirements
1.5. Project
1.5.1 Scrum Project
1.5.2. Waterfall Project
1.5.2.1 Manage Project Phases
1.5.2.2 Project Design
1.5.2.3 Project Matrix
1.5.2.4 Project Reports and Earned Value Management
1.5.2.5 Project Baselines
1.5.2.6 Project Change
1.5.3. Kanban Project
1.5.3.1 Set Up Kanban Projects
1.5.3.2 Configure Kanban Boards
1.5.3.3 Use Kanban Boards
1.5.4 Hybrid Agile Project
1.5.5 Hybrid Waterfall Project
1.5.6. Project Settings
1.5.6.1 Project Setup
1.5.6.2 Project Executions
1.5.6.3 Project Requirements
1.5.6.4 Project Builds
1.5.6.5 Project Tests
1.5.6.6 Project Docs
1.5.6.7 Project Releases
1.5.6.8 Project Reports
1.5.6.9 Project Risks
1.5.6.10 Project Issues
1.5.6.11 Project Opportunities
1.5.6.12 Project Deliverables
1.5.6.13 Project Reviews
1.5.6.14 Project Process
1.5.6.15 Deliverables
1.5.6.16 Quality Assurance
1.5.6.17 Project-specific Workflow Management
1.5.7 Project Templates
1.6. Execution
1.6.1 Product Planning and Task Breakdown
1.6.2 Task Assignment and Daily Tracking
1.6.3 Build Creation and Test Requests
1.6.4 Bug Confirmation and Resolution
1.6.5 Execution Kanban Boards
1.7. Admin Settings
1.7.1. System Settings
1.7.1.1 Mode
1.7.1.2 Backup
1.7.1.3 Trash
1.7.1.4 License
1.7.1.5 Security
1.7.1.6 Cron Job
1.7.1.7 Time Zone
1.7.1.8 Rebuild Index
1.7.1.9 LDAP
1.7.1.10 Table Engine
1.7.2 Feature Options
1.7.3. Permission Management and Access Control
1.7.4. Agent Configuration
1.8. Asset Library (Premium)
1.8.1 Asset Library Management (Premium)

Dashboard

2025-12-27 16:53:57
Sanplex Content
354
Last edited by Jing WANG on 2026-09-28 17:00:01
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Summary: Learn how to use the Sanplex Document Dashboard to review document statistics and recent activity, access collected, created, updated, and project documents, view document rankings, configure permissions, and customize dashboard blocks.

Catalog

The Document Dashboard provides an overview of document activity and commonly used document information. The dashboard includes blocks such as Statistics, Recents, My Collection, Created by Me, Recently Updated, Project Document, Most Viewed, and Top Collection.

You can also customize the dashboard by refreshing, editing, hiding, adding, or restoring blocks.

I. Assign Permissions

Dashboard-related permissions can be configured under Admin > Users > Permission.

Click Assign Permissions by Modules, select Document Management, and configure the applicable permission sets, methods, and privileges based on your organization’s needs. Click Save to apply the settings.

Sanplex Admin Permission page showing the Action Permissions dialog with Document Management selected and available permission sets, methods, and privileges.

II. Dashboard Blocks

1. Statistics

The Statistics block displays key document metrics, including:

  • All Documents
  • Updated Today
  • Created
  • Views
  • Collection
  • Edited

These metrics provide a quick overview of document volume and activity.

Document Overview page showing the Statistics block with All Documents, Updated Today, Created, Views, Collection, and Edited metrics.

2. Recents

The Recents block displays recent document activity in chronological order. Each entry shows the activity time, user, action, and document name.

The activity list can include actions such as creating, editing, and marking documents as favorites.

Document Overview page showing the Recents block with timestamps, user names, document actions, and document titles.

3. My Collection

The My Collection block displays documents that you have marked as favorites. Each card shows the document title and its latest update information.

Click More to view additional collected documents.

Document Overview page showing the My Collection block with collected documents and their latest update information.

4. Created by Me

The Created by Me block displays documents created by the current user. Each document card shows the document title and latest update information.

This block provides quick access to documents you have created.

The Document Overview page with the Created by Me block highlighted, showing documents created by the current user with their titles, latest update dates, and relative update times.

5. Recently Updated

The Recently Updated block displays recently modified documents and their latest update dates.

This block helps you quickly identify documents with recent changes.

Document Overview page showing the Recently Updated block with document titles, relative update times, and last updated dates.

6. Project Documents

The Project Document block displays documents associated with projects in which you are involved.

Select a project from the list on the left to view its documents. The document list displays information such as Title, Creator, Created Date, and Last Updated.

Document Overview page showing the Project Document block with an Involved Projects list and project document details including title, creator, created date, and last updated date.

Click More to open Project Space, where projects and their document counts are displayed by project group.

Document Project Space page showing involved projects grouped by product or program, with project cards and document counts.

7. Most Viewed

The Most Viewed block ranks documents by view count. It displays up to six documents together with the number of views for each document.

Document Overview page showing the Most Viewed block with ranked document titles and their view counts.

8. Top Collection

The Top Collection block ranks documents by the number of times they have been marked as favorites.

Each entry displays the document title and its number of favorites.

Document Overview page showing the Top Collection block with ranked document titles and their favorite counts.

9. Common Block Actions

Open the More (⋯) menu in a dashboard block to manage the block.

Available actions include:

  • Refresh
  • Edit
  • Hide
  • Remove Permanently
  • Add Block
  • Restore Defaults

These actions allow you to customize the Document Dashboard based on your working preferences.

My Collection block with the More menu open, showing Refresh, Edit, Hide, Remove Permanently, Add Block, and Restore Defaults.

Tags: Document Dashboard; Document Statistics; Recents; My Collection; Recently Updated; Project Documents; Most Viewed; Top Collection; Dashboard Blocks

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