Rated as a High Performer on G2 Crowd Read Reviews

What is the Activity Dashboard?

By | 2018-08-30T15:42:30+00:00 August 28th, 2018|

The Activity Dashboard is the landing page of the Expert Console;  it informs Bolstra users and managers about Activities and Touchpoints.  It is where all work can be seen and managed.   You can also see the amount of time logged for that current day of work.

How to filter the Activity Dashboard

By | 2018-08-28T14:56:53+00:00 August 13th, 2018|

This filtering is done by clicking on the below icon on the top lefthand corner of the Activity Dashboard: Simply click "Add Filter Activities" and select the attributes you'd like to filter on. We recommend starting with "Assignee." and adding your name to the filter; this way you are only viewing your work. You can also save as many personalized filters as you wish, simply click "load" when you want to use the filter in [...]