Dashboard
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
1.6. Admin Settings
1.6.1 Confluence Data Import
1.7. Workflow

Dashboard - Project and Execution

2026-08-13 23:50:05
Sanplex Content
387
Last edited by Jing WANG on 2026-08-13 23:52:11
Share links
Summary: Learn how to use the Project and Execution views on the Dashboard to track work status, review your involvement, and quickly access Projects and Executions associated with your work.

Catalog

1. Dashboard - Project

The Project view on the Dashboard shows the Projects associated with the current user, making it easier to review project status and quickly access ongoing work.

You can switch between status filters such as Doing, Waiting, On Hold, Delayed, and Closed, or select Created by Me to view Projects created by the current user.

Dashboard Project view showing Projects with status filters and project management information.

The Actions area provides shortcuts for managing Projects. Available actions may vary depending on the Project status, your permissions, and the current configuration. These actions can include project status operations and access to related management settings.

Dashboard Project view showing the Actions area for managing available Project operations.

Click a Project name to open the Project and access its detailed information and available management functions.

Dashboard Project view showing Project names that can be opened to access detailed project information.

2. Dashboard - Execution

The Execution view on the Dashboard shows the Executions associated with the current user. It helps users track delivery progress and review information related to their participation, such as their role and assigned tasks.

You can switch between Uncompleted, Done, and Delayed to review Executions in different states.

Click an Execution name to open the Execution and access its detailed information and related work.

Write a Comment
Comment will be posted after it is reviewed.