The Dashboard

The Dashboard provides you with a configurable view of your content, allowing you to quickly focus on the content items and editions that you need to work with. Your Dashboard opens when you log in to the Dynamic Content app and you can also view it at any time by clicking "Dashboard" in the masthead at the top of the window.

Once you've configured the dashboard the way that you want it, your settings are saved and will be restored the next time you login. Once you set up the dashboard the way you want, you don't need to change the settings again.

On this page we'll explain how you can customize the dashboard to suit the way you work.

The Dashboard currently consists of five views: Assigned content, Recent activity, Scheduling, Updates from Amplience and Content report.

  • By default the assigned content view will display the 5 most recently updated content items across all the repositories in your hub, but you can customize it to suit the way you work.

  • The recent activity view shows your most recently viewed content items and editions.

  • The scheduling view shows your upcoming and past editions, so you can see at a glance the next editions that are scheduled to go live and those that have recently been published.

  • The updates from Amplience view is updated regularly with news about new features and links to documentation, blog posts and other useful information.

  • The content report provides a visual summary of different aspects of your content. It displays a summary of your content by content type, assignee, status and locale. It also includes a breakdown of content by publish status and modification date.

Configuring the number of items displayed

The assigned content, recent activity and scheduling views all allow you to configure the view to display either 5, 10 or 25 items. To choose how many items to display, select the menu at the the top right of the view, as shown below.

You can choose to display 5,10 or 25 content items
You can choose to display 5,10 or 25 content items

The assigned content view

To customize the assigned content view, click the filter icon (1 in the image below).

Click the filter icon to customize the assigned content view
Click the filter icon to customize the assigned content view

The assigned content view can be configured to display content assigned to you, or one or more other users, items with a chosen status or within a specified repository. So, for example, if you are working on French localized content, you could focus on content assigned to you, with a status of "ready for translation" and stored within the "French-Website" repository.

When you've chosen your filters, click the "Apply" button. The Assigned content view will be updated to reflect the settings you chose.

You can choose to filter by assignee, status and repository
You can choose to filter by assignee, status and repository

To show content "assigned to me" and with a status of "in review" you'd set up the filters as shown below.

Click "Apply" to close the window and apply the filters.

Choosing to view content assigned to me and with a status of in review
Choosing to view content assigned to me and with a status of in review

Clicking the content item title will open the item's content editing window.

The recent activity view

The recent activity view shows your most recently viewed content items or editions. This view is tied to the current user, so it will display the most recent items you've been working on rather than those viewed by other users.

When you choose the Content items tab (1 in the image below), the 5 most recently viewed content items, in all repositories on your hub, will be displayed. You can configure the view to show 5, 10 or 25 items by using the menu on the right hand side of the window.

Clicking the content item title will open the item's content editing window.

The recent activity view shows your most recently viewed content items
The recent activity view shows your most recently viewed content items

To display your most recently viewed editions, click the Editions tab. You can choose to display the 5, 10 or 25 editions that you most recently viewed.

You can also choose to display your most recently viewed editions
You can also choose to display your most recently viewed editions

Click the edition name to make changes from the edition details window.

The scheduling view

The scheduling view lets you see the next editions that are scheduled to go live. As with the other views you can choose to display 5, 10 or 25 editions.

The icon to the left of the edition shows its status, so you can quickly tell if an edition start date is imminent, but the edition has not been scheduled, or if an edition has been scheduled that you no longer want to go live.

As with the recent activity view, you can click the edition title to open the edition details window.

The scheduling view lets you see your upcoming editions
The scheduling view lets you see your upcoming editions

Viewing past editions

If you click the Past tab, the view will display the most recent editions- these are the editions whose start date has been reached. The list is ordered by start date, with the most recent first and will show both published editions and those still in a draft state.

You can also view the editions that have a start date that is in the past
You can also view the editions that have a start date that is in the past

The updates from Amplience view

The updates from Amplience view is where we display the most recent product updates and links to documentation, blog posts, videos and other information.

Click "more stories" to view older stories.

The updates from Amplience view is the place to find product updates and links to documentation and blog posts
The updates from Amplience view is the place to find product updates and links to documentation and blog posts

The Content report view

The Content report is shown at the bottom of the Dashboard and is divided into sections with charts presenting a summary of content by content type, assignee, status, publish status, date modified and locale. If there's nothing to show in any section, for example if you don't have any content items with locales, then the section will still be shown but the chart will be empty (and shown in light gray).

The Content report shows charts providing you with a summary of your content
The Content report shows charts providing you with a summary of your content

The Content type section shows the content types used most often to create content, each represented by different colors. Hover over a color to see which content type it represents and the number of items created from it. All other content types are grouped together in the other category.

Hover over the color in each chart to see what it represents. In the content type section, the colors represent the most popular content types
Hover over the color in each chart to see what it represents. In the content type section, the colors represent the most popular content types

The assignee and locale sections are organized in the same way, with the most frequently used assignees and locales shown with different colors and everything else shown in the other category.

In the statuses section, the colors of the chart match those you assigned to each status. In the example below, the most common status is "in Review".

The colors in the statuses chart are the same as the ones you defined for each status
The colors in the statuses chart are the same as the ones you defined for each status

Publish status shows those items which have been published, published with an earlier version or not published.

Date modified uses the standard filters provided in the Content Library, so you can see how much of your content was modified within the last 7, 14, 30 or 60 days, as well as content that was last modified more than 60 days ago.

Filtering the Content report by repository

By default the Content report will display information about content in all your respositories, but you can choose to focus on a particular repository. This is particularly useful if you use different repositories for different teams, for individual brands or language specific content, for example.

To filter by repository, choose the filter icon on the top right of the window. Then choose the repository to focus on and click "Apply".

You can choose to filter the content report to only show a summary of content in the specified repository
You can choose to filter the content report to only show a summary of content in the specified repository

The Content report will be displayed with each chart showing information about content in the repository you chose. In the example below we're showing the Content report for the French website repository.

In this example the Content report is filtered to show information about content in the French website repository
In this example the Content report is filtered to show information about content in the French website repository

Opening a content item from the dashboard

In the assigned content and activity views you can open the content editing window for a content item by clicking its title, as shown with the "Summer Collection" content item (1) in the example below.

You can open a content item by clicking its title
You can open a content item by clicking its title

The content editing window is opened for the "Summer collection" content item.

The content editing window is opened for the summer collection content item
The content editing window is opened for the summer collection content item

Opening an edition from the dashboard

When viewing editions in the activity and scheduling views, if you need to make any changes to an edition, click its title to open the edition details window.

Click the edition name to open the edition details window
Click the edition name to open the edition details window

You can then edit the edition to make changes.

From the edition details window you can make changes to the edition
From the edition details window you can make changes to the edition

Viewing and editing content

Viewing and editing editions

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