Managing Reviews From the Dashboard

Managing Reviews From the Dashboard

Step 1: Expand the Reviews Panel

Click the double-sided arrow to expand the Reviews panel. Once expanded, you have oversight of all the Reviews you’ve created and the reviews you’re assigned to. To launch a review, click the ‘play’ button. To go back to the home dashboard, click the double-headed arrow again.

Step 2: See only the Reviews that you’re assigned to

Click the ‘All Reviews’ dropdown menu and select ‘Reviews Assigned to me’. NOTE: this filter also exists on the Reviews panel on the home dashboard. Once you complete the review, a green checkmark will appear next to your photo.

Step 3: See only the Reviews that you’ve created

Click the ‘All Reviews’ dropdown menu and select ‘Reviews Created by me’. NOTE: this filter also exists on the Reviews panel on the home dashboard. Once someone completes a review you created, a green checkmark will appear next to their photo.


Step 4: Find a Review using the search bar or sorting function

Search for a Review by typing the Review title in the ‘Filter by Keyword’ search bar. You can also sort your Reviews table by clicking on any of the column headers. For example, clicking the ‘Due Date’ column will sort the due dates by most recent or oldest.