The Dashboard

Table of Contents

Objective

This guide explains what the Cascade CMS Dashboard is, introduces the default widgets you’ll see, and shows how to move, configure, or remove dashboard widgets.

When to Use This Process

Use this guide when you first log in to Cascade CMS or want to customize your dashboard layout to improve your productivity.

Dashboard at a Glance

Cascade’s Dashboard is the first screen you see when you log in to the CMS. It provides quick access to your sites, recently edited content, workflows, notifications, and more. Widgets can be moved or customized to set your personal layout preferences.

Open

Default Widgets

By default, the dashboard includes the following widgets:

• Welcome - You can add widgets or reset your dashboard from the Welcome widget. If you have unread notifications, you can click the badge on the date in this widget to view them.

• My Sites - Sites you've recently visited will be listed here. Click any of them to switch into the site, or use the Site dropdown menu to view all sites you have access to.

• My Upcoming Tasks - Tasks assigned to you will be listed here in order of their due date.

• New Content - Create new assets right from the dashboard by clicking on any of the Asset Factories in this widget.

• My Content - Quickly access your recently-viewed assets, owned content, drafts and working copies, and workflows from this widget. If you have workflows waiting on you or one of your groups, you'll see a badge on the Workflows tab.
  
  View more information about the My Content dashboard in Hannon Hill’s Knowledge Base for Cascade CMS: My Content - Cascade CMS Knowledge Base
  
  

• Stale Content - Keep your content fresh by monitoring stale assets that haven't been updated in a while.

• Notifications - Your most recent notifications such as workflow notifications, publish reports, and user mentions will be listed here.

• Content to Review - Assets with upcoming review dates will be listed here.

• Link Checker - If a broken link check is scheduled for your site(s), the number of broken links and assets with broken links found will be displayed here.

Step-by-Step Instructions

Move or Reorder Widgets

1. In the upper left corner of the widget, click and hold the menu bar.

2. Drag and drop to another position on the dashboard screen.

Configure Widgets

1. Hover over the widget and click the pencil icon in the upper right corner.

2. Configure your widget and click Save Settings.

Remove Widgets

1. Hover over the widget and click the X icon in the upper-right corner.

2. Confirm you want to remove this widget.

Success Checklist

Before completing this task, confirm:

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