Feature Configuration
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. Users Management
1.7.3.1 Set Departments and Edit Company Profile
1.7.3.2 Manage Users
1.7.3.3 Set Permisions
1.7.4. Feature Configuration
1.7.4.1 Dashboard
1.7.4.2 Product
1.7.4.3 Execution
1.7.4.4 Project
1.7.5. Agent Configuration
1.8. Asset Library (Premium)
1.8.1 Asset Library Management (Premium)

Dashboard

2026-01-03 15:19:52
Sanplex Content
185
Last edited by Kelsea Zhang on 2026-09-29 10:13:44
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Summary: Dashboard configuration in Sanplex lets administrators customize To-do attributes (priority, type, status) and manage Dashboard blocks by viewing disabled blocks and restoring them when needed.

Catalog

In Admin > Features > Dashboard, you can configure Dashboard elements such as To-dos and blocks.

I. To-do Settings

1. To-do – Priority

In Dashboard > To-do > Priority, you can configure To-do priorities.

To-do priority

2. To-do – Type

In Dashboard > To-do > Type, you can configure To-do types.

To-do type

3. To-do – Status

In Dashboard > To-do > Status, you can configure To-do statuses.

To-do status

II. Block Settings

In Features > Dashboard > Block, you can view the blocks that have been disabled on the Dashboard and restore disabled blocks.

Closed blocks

To delete a block from Dashboard: navigate to the Dashboard, select a block and click Remove Permanently.

Remove a block from dashboard

To restore a block: navigate to Features > Dashboard > Block, delete the block name in the Closed Blocks list, then click Save.

Restore a block

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